CZA - ETF AI Analysis
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Invesco Zacks Mid-Cap ETF (CZA)
Rating:72Outperform
Price Target:―
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)
AUM176.83M
RegionNorth America
Expense Ratio0.69%
Beta0.74
IssuerInvesco
Inception DateApr 02, 2007
Dividend Yield1.6%
Asset ClassEquity
Index TrackedZacks Mid Cap Core (TR)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,698
30 Day Avg. Volume2,207
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
129.96Price 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 heavily into U.S. mid-caps, with a noticeable tilt toward financials and industrials rather than the usual Big Tech headliners. Keysight Technologies has been one of the fund’s clear bright spots, quietly powering ahead and giving the portfolio some tech-driven lift. Nutrien and Archer Daniels Midland are also pulling their weight, offering steady support from the materials and agriculture side. On the flip side, names like Otis Worldwide and Nucor have been losing steam lately, acting as mild brakes on performance rather than outright roadblocks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Keysight Technologies | 2.79% | $4.87M | $47.86B | 85.63% | 77 Outperform | |
| Westinghouse Air Brake Technologies | 2.34% | $4.08M | $41.11B | 32.63% | 79 Outperform | |
| Hartford Insurance | 2.13% | $3.72M | $36.50B | 8.26% | 78 Outperform | |
| PG&E | 2.13% | $3.71M | $37.74B | 1.00% | 69 Neutral | |
| Nucor | 2.11% | $3.67M | $37.21B | 33.96% | 74 Outperform | |
| Archer Daniels Midland | 2.09% | $3.64M | $34.76B | 50.89% | 64 Neutral | |
| Nutrien | 2.09% | $3.64M | $36.38B | 51.00% | 75 Outperform | |
| Arch Capital Group | 1.96% | $3.41M | $33.24B | -1.72% | 79 Outperform | |
| State Street | 1.93% | $3.37M | $34.15B | 37.60% | 75 Outperform | |
| GE Healthcare Technologies Inc | 1.84% | $3.21M | $31.55B | -13.47% | 78 Outperform |
CZA Technical Analysis
Negative
―
Price Trends
114.16
Negative
112.16
Negative
109.30
Negative
Market Momentum
-1.81
Positive
32.36
Neutral
38.62
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CZA, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 111.73, equal to the 50-day MA of 114.16, and equal to the 200-day MA of 109.30, indicating a bearish trend. The MACD of -1.81 indicates Positive momentum. The RSI at 32.36 is Neutral, neither overbought nor oversold. The STOCH value of 38.62 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CZA.
CZA Peer Comparison
Comparison Results
Performance Comparison
CZA
Invesco Zacks Mid-Cap ETF
107.58
5.28
5.16%
EZM
WisdomTree U.S. MidCap Fund
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―
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XMLV
Invesco S&P MidCap Low Volatility ETF
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BKMC
BNY Mellon US Mid Cap Core Equity ETF
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―
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GRPM
Invesco S&P MidCap 400 GARP ETF
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JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
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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.
DisclaimerThis 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: ―
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