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CZA - ETF AI Analysis
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Invesco Zacks Mid-Cap ETF (CZA)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as IQVIA and Xylem, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Financials, and Technology, reducing reliance on any single industry.
Steady Asset Base
The fund has a healthy level of assets under management, indicating consistent investor interest.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, limiting global diversification.
Mixed Holding Performance
Some top holdings, such as Prudential Financial and Las Vegas Sands, have underperformed year-to-date, potentially dragging on returns.
Above-Average Expense Ratio
The ETF's expense ratio is higher than many similar funds, which could reduce net returns for investors over time.
CZA vs. SPDR S&P 500 ETF (SPY)
AUM186.40M
RegionNorth America
Expense Ratio0.69%
Beta0.73
IssuerInvesco
Inception DateApr 02, 2007
Dividend Yield1.52%
Asset ClassEquity
Index TrackedZacks Mid Cap Core (TR)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,941
30 Day Avg. Volume2,039
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
126.12Price 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) is an investment fund that focuses on mid-sized companies, offering a balance between the stability of large companies and the growth potential of smaller ones. It follows the Zacks Mid-Cap Core Index, which includes financially strong businesses with good growth opportunities. Some of its top holdings include well-known companies like Agilent and Prudential Financial. Investors might consider CZA for diversification and the chance to benefit from the dynamic growth of mid-cap firms. However, new investors should be aware that mid-cap stocks can be more volatile than large-cap stocks, meaning their prices can rise and fall more dramatically.
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
The Invesco Zacks Mid-Cap ETF (CZA) leans heavily into industrials and financials, which together make up nearly half of its portfolio, giving it a solid foundation in sectors known for steady performance. Las Vegas Sands is a standout, rising on strong earnings and positive sentiment, while State Street and Keysight Technologies are also driving gains with robust growth and strategic initiatives. On the flip side, Agilent is lagging due to valuation concerns and market challenges, and Stellantis is struggling with profitability issues. With its U.S.-focused mid-cap mix, the fund offers a blend of stability and growth, though sector concentration could amplify volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| IQVIA Holdings | 2.21% | $4.13M | $41.28B | 17.70% | 73 Outperform | |
| GE Healthcare Technologies Inc | 2.19% | $4.08M | $39.76B | 1.80% | 78 Outperform | |
| Westinghouse Air Brake Technologies | 2.08% | $3.88M | $38.37B | 18.06% | 79 Outperform | |
| Hartford Insurance | 2.06% | $3.85M | $37.97B | 25.83% | 78 Outperform | |
| Nucor | 2.03% | $3.78M | $37.48B | 35.07% | 74 Outperform | |
| State Street | 1.99% | $3.70M | $37.03B | 40.91% | 75 Outperform | |
| Keysight Technologies | 1.98% | $3.69M | $35.62B | 29.56% | 77 Outperform | |
| Otis Worldwide | 1.93% | $3.60M | $35.18B | -0.42% | 67 Neutral | |
| Stellantis | 1.87% | $3.48M | $41.05B | -15.25% | 63 Neutral | |
| Arch Capital Group | 1.85% | $3.45M | $34.51B | 2.65% | 79 Outperform |
CZA Technical Analysis
Positive
―
Price Trends
109.89
Positive
108.72
Positive
105.68
Positive
Market Momentum
0.96
Negative
62.06
Neutral
94.82
Negative
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 112.12, equal to the 50-day MA of 109.89, and equal to the 200-day MA of 105.68, indicating a bullish trend. The MACD of 0.96 indicates Negative momentum. The RSI at 62.06 is Neutral, neither overbought nor oversold. The STOCH value of 94.82 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CZA.
CZA Peer Comparison
Comparison Results
Performance Comparison
CZA
Invesco Zacks Mid-Cap ETF
113.66
9.68
9.31%
EZM
WisdomTree U.S. MidCap Fund
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―
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XMLV
Invesco S&P MidCap Low Volatility ETF
―
―
―
BKMC
BNY Mellon US Mid Cap Core Equity ETF
―
―
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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.
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: ―
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