Zacks Trust Etf Profile
| ZECP Etf | USD 27.45 0.30 1.10% |
Performance4 of 100
| Odds Of DistressLess than 9
|
Zacks Trust is selling at 27.45 as of the 5th of May 2024; that is 1.10 percent increase since the beginning of the trading day. The etf's last reported lowest price was 27.33. Zacks Trust has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for Zacks Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of November 2023 and ending today, the 5th of May 2024. Click here to learn more.
The advisor pursues the funds investment objective by constructing a portfolio of companies that exhibit a track record of moving through recessionary periods with little to minimal impact on aggregate earnings growth relative to the overall equity market. More on Zacks Trust
Moving together with Zacks Etf
| 0.95 | VTI | Vanguard Total Stock | PairCorr |
| 0.91 | SPY | SPDR SP 500 | PairCorr |
| 0.94 | IVV | iShares Core SP | PairCorr |
| 0.94 | VIG | Vanguard Dividend | PairCorr |
| 0.92 | VV | Vanguard Large Cap | PairCorr |
| 0.9 | RSP | Invesco SP 500 | PairCorr |
| 0.94 | IWB | iShares Russell 1000 | PairCorr |
Zacks Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Zacks Trust's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Zacks Trust or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Large Blend, Zacks Funds (View all Sectors) |
| Issuer | Zacks Investment Management |
| Inception Date | 2021-08-24 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 120.3 Million |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Ultimus Fund Solutions, LLC |
| Advisor | Zacks Investment Management, Inc. |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Mitch Zacks |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 30-Jun |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 55.0 |
| Market Maker | GTS |
| Total Expense | 1.12 |
| Management Fee | 0.44 |
| Country Name | USA |
| Returns Y T D | 5.11 |
| Name | Zacks Trust - Zacks Earnings Consistent Portfolio ETF |
| Currency Code | USD |
| Open Figi | BBG01292JZ57 |
| 1y Volatility | 12.75 |
| 200 Day M A | 25.8583 |
| 50 Day M A | 27.4677 |
| Code | ZECP |
| Updated At | 5th of May 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Zacks Trust [ZECP] is traded in USA and was established 2021-08-23. The fund is listed under Large Blend category and is part of Zacks Funds family. The entity is thematically classified as Strategy ETFs. Zacks Trust at this time have 13.38 M in net assets. , while the total return for the last year was 16.0%.
Check Zacks Trust Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Zacks Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Zacks Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Zacks Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Zacks Trust Etf Constituents
| LH | Laboratory of | Stock | Health Care |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care |
| PEP | PepsiCo | Stock | Consumer Staples |
| CHD | Church Dwight | Stock | Consumer Staples |
| MMC | Marsh McLennan Companies | Stock | Financials |
| MCO | Moodys | Stock | Financials |
| ORCL | Oracle | Stock | Information Technology |
Zacks Trust Target Price Odds Analysis
In regard to a normal probability distribution, the odds of Zacks Trust jumping above the current price in 90 days from now is about 40.39%. The Zacks Trust probability density function shows the probability of Zacks Trust etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Zacks Trust has a beta of 0.8337. This usually means as returns on the market go up, Zacks Trust average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Zacks Trust will be expected to be much smaller as well. Additionally, zacks Trust has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Zacks Trust to move above the current price in 90 days from now is about 40.39 (This Zacks Trust probability density function shows the probability of Zacks Etf to fall within a particular range of prices over 90 days) .
Zacks Trust Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Zacks Trust market risk premium is the additional return an investor will receive from holding Zacks Trust long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Zacks Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Zacks Trust's alpha and beta are two of the key measurements used to evaluate Zacks Trust's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.05 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.05) |
Zacks Trust Against Markets
Picking the right benchmark for Zacks Trust etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Zacks Trust etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Zacks Trust is critical whether you are bullish or bearish towards Zacks Trust at a given time. Please also check how Zacks Trust's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Zacks Trust without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Zacks Etf?
Before investing in Zacks Trust, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Zacks Trust. To buy Zacks Trust etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Zacks Trust. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Zacks Trust etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Zacks Trust etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Zacks Trust etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Zacks Trust , carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Zacks Etf please use our How to Invest in Zacks Trust guide.
Already Invested in Zacks Trust ?
The danger of trading Zacks Trust is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Zacks Trust is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Zacks Trust. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Zacks Trust is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Zacks Trust is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Zacks Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Zacks Trust Etf. Highlighted below are key reports to facilitate an investment decision about Zacks Trust Etf: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Zacks Trust . Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Zacks Trust information on this page should be used as a complementary analysis to other Zacks Trust's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
The market value of Zacks Trust is measured differently than its book value, which is the value of Zacks that is recorded on the company's balance sheet. Investors also form their own opinion of Zacks Trust's value that differs from its market value or its book value, called intrinsic value, which is Zacks Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Zacks Trust's market value can be influenced by many factors that don't directly affect Zacks Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Zacks Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if Zacks Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Zacks Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.