CZA - ETF AI Analysis

Top Page

Invesco Zacks Mid-Cap ETF (CZA)

Rating:72Outperform

Price Target:―

CZA, the Invesco Zacks Mid-Cap ETF, has a solid overall rating, largely supported by strong holdings like Xylem and Hartford Financial, which benefit from healthy financial performance, positive earnings calls, and supportive technical trends that point to continued growth potential. Other key positions such as Westinghouse Air Brake Technologies and GE Healthcare also add to the fund’s quality through robust results and strategic initiatives, though valuation and liquidity concerns introduce some caution. Weaker contributors like ADM and Otis, which face revenue, profitability, and leverage challenges, slightly hold back the rating, and investors should note that risks are spread across individual company fundamentals rather than concentrated in a single sector or region.

Positive Factors

Solid Recent Performance

The ETF has delivered positive returns over the past month, three months, and year-to-date, showing steady recent momentum.

Balanced Sector Mix

Holdings are spread across financials, industrials, technology, health care, and other sectors, helping reduce the impact if any one industry struggles.

Strong Top Contributors

Several of the largest holdings, such as IQVIA, Nucor, Westinghouse Air Brake Technologies, and Archer Daniels Midland, have shown strong year-to-date performance that supports the fund’s results.

Negative Factors

Relatively High Expense Ratio

The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.

Heavy U.S. Concentration

With the vast majority of assets in U.S. stocks and only a small slice in Canada, the fund offers limited geographic diversification.

Mixed Performance Among Top Holdings

Some major positions, including GE Healthcare Technologies, Hartford Insurance, and State Street, have shown weak year-to-date performance, which can drag on overall returns.

CZA vs. SPDR S&P 500 ETF (SPY)

AUM190.82M

RegionNorth America

Expense Ratio0.69%

Beta0.73

IssuerInvesco

Inception DateApr 02, 2007

Dividend Yield1.49%

Asset ClassEquity

Index TrackedZacks Mid Cap Core (TR)

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,663

30 Day Avg. Volume2,281

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

126.86

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering102

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

CZA Summary

The Invesco Zacks Mid-Cap ETF (CZA) tracks the Zacks Mid-Cap Core Index, which focuses on medium‑sized U.S. companies. These are firms that are usually past the start-up stage but still have room to grow. The fund holds a mix of sectors like financials, industrials, and technology, with well-known names such as Nucor and GE Healthcare Technologies. Someone might invest in CZA to seek a balance between growth and stability, and to diversify beyond just large, famous companies. A key risk is that mid-cap stocks can be more volatile and can go up and down with the overall stock market.

How much will it cost me?The Invesco Zacks Mid-Cap ETF (CZA) has an expense ratio of 0.69%, which means you’ll pay $6.90 per year for every $1,000 invested. This is higher than average because it is actively managed, aiming to select mid-cap companies with strong growth and value potential. Active management typically involves more research and trading, which increases costs.

What would affect this ETF?The Invesco Zacks Mid-Cap ETF (CZA) could benefit from economic growth in the U.S., as mid-cap companies often thrive during periods of expansion due to their balance of stability and growth potential. However, rising interest rates or economic slowdowns could negatively impact sectors like financials and real estate, which make up a significant portion of the ETF's holdings. Additionally, regulatory changes or shifts in industrial and healthcare policies could influence the performance of top holdings like Agilent and GE Healthcare Technologies.

CZA Top 10 Holdings

CZA leans into U.S. mid-caps with a tilt toward industrials, materials, and financials, and its recent story is mostly about steady grinders rather than flashy tech stars. Nucor and Westinghouse Air Brake have been rising and give the fund an industrial backbone, while Keysight and IQVIA add a tech-and-data flavor that’s also been working in its favor. On the softer side, GE Healthcare and Hartford have been lagging, occasionally taking some wind out of the ETF’s sails but not enough to derail its broadly diversified, mid-cap-focused approach.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
WAB	Westinghouse Air Brake Technologies	2.29%	$4.32M	$43.39B	34.86%	79 Outperform
NUE	Nucor	2.26%	$4.27M	$43.21B	37.05%	74 Outperform
KEYS	Keysight Technologies	2.13%	$4.03M	$39.36B	25.08%	77 Outperform
HIG	Hartford Insurance	2.12%	$4.01M	$39.54B	26.71%	78 Outperform
PCG	PG&E	2.02%	$3.82M	$38.60B	14.85%	69 Neutral
GEHC	GE Healthcare Technologies Inc	1.94%	$3.67M	$35.84B	-14.70%	78 Outperform
ACGL	Arch Capital Group	1.94%	$3.67M	$36.21B	13.21%	79 Outperform
OTIS	Otis Worldwide	1.94%	$3.67M	$35.67B	-5.16%	67 Neutral
ADM	Archer Daniels Midland	1.86%	$3.52M	$33.40B	50.76%	64 Neutral
STT	State Street	1.85%	$3.49M	$35.25B	27.38%	75 Outperform

CZA Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

113.20

Positive

100DMA

110.46

Positive

200DMA

107.74

Positive

Market Momentum

MACD

1.02

Negative

RSI

59.61

Neutral

STOCH

70.41

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CZA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 115.14, equal to the 50-day MA of 113.20, and equal to the 200-day MA of 107.74, indicating a bullish trend. The MACD of 1.02 indicates Negative momentum. The RSI at 59.61 is Neutral, neither overbought nor oversold. The STOCH value of 70.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CZA.

CZA Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
CZA	―	―	$190.82M	0.69%	―
EZM	―	―	$884.15M	0.38%	―
XMLV	―	―	$766.78M	0.25%	―
BKMC	―	―	$650.13M	0.04%	―
GRPM	―	―	$525.21M	0.35%	―
JPME	―	―	$420.28M	0.24%	―

Performance Comparison

CZA

Invesco Zacks Mid-Cap ETF

116.56

10.82

10.23%

EZM

WisdomTree U.S. MidCap Fund

―

XMLV

Invesco S&P MidCap Low Volatility ETF

―

BKMC

BNY Mellon US Mid Cap Core Equity ETF

―

GRPM

Invesco S&P MidCap 400 GARP ETF

―

JPME

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

Table of Contents