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 shown steady gains so far this year and in the most recent month, suggesting positive short-term momentum.
Broad Sector Diversification
Holdings are spread across many sectors such as financials, industrials, health care, utilities, and real estate, which can help reduce the impact of weakness in any single industry.
Meaningful Asset Base
The fund manages a sizable pool of assets, which can support trading liquidity and ongoing fund operations.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into long-term returns compared with lower-cost alternatives.
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited geographic diversification.
Mixed Performance Among Top Holdings
Several of the largest positions have shown weak or negative performance this year, which could drag on the fund if those stocks do not recover.
CZA vs. SPDR S&P 500 ETF (SPY)
AUM184.91M
RegionNorth America
Expense Ratio0.69%
Beta0.72
IssuerInvesco
Inception DateApr 02, 2007
Dividend Yield1.4%
Asset ClassEquity
Index TrackedZacks Mid Cap Core (TR)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,928
30 Day Avg. Volume2,405
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
140.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CZA Summary
The Invesco Zacks Mid-Cap ETF (CZA) is a fund that follows the Zacks Mid Cap Core Index, focusing on medium‑sized U.S. companies. These are firms that are bigger and more established than small startups, but not as large as the biggest blue-chip names. The ETF holds a mix of financial, industrial, health care, and utility stocks, including well-known companies like American International Group (AIG) and State Street. Someone might invest in CZA to seek a balance of growth and stability while diversifying across many sectors. A key risk is that mid-cap stocks can still be volatile and can go up and down with the overall 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’s story is all about U.S. mid-caps, with a clear tilt toward financials and industrials and a healthy dose of utilities and health care. Flex is doing the heavy lifting, rising steadily and giving the fund a strong tech-and-manufacturing backbone, while State Street and Humana add momentum from the financial and health-care corners. Viking Holdings is another bright spot, though its heavy debt keeps it a bit wobbly. On the flip side, AIG and Prudential are more mixed, occasionally dragging on what is otherwise a broadly diversified, domestically focused lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| American International Group | 2.12% | $3.97M | $42.09B | -2.57% | 60 Neutral | |
| Becton Dickinson | 2.04% | $3.82M | $43.56B | -10.50% | 67 Neutral | |
| Prudential Financial | 1.98% | $3.70M | $39.19B | 7.36% | 77 Outperform | |
| Waste Connections | 1.98% | $3.69M | $42.88B | -8.01% | 75 Outperform | |
| Sysco | 1.97% | $3.68M | $40.56B | 10.06% | 71 Outperform | |
| Public Service Enterprise | 1.95% | $3.65M | $40.67B | -0.99% | 66 Neutral | |
| Credicorp | 1.87% | $3.49M | $31.11B | 71.20% | 73 Outperform | |
| Hartford Insurance | 1.86% | $3.48M | $37.79B | 14.03% | 78 Outperform | |
| Agilent | 1.73% | $3.24M | $36.91B | 8.37% | 73 Outperform | |
| Arch Capital Group | 1.72% | $3.22M | $35.71B | 14.01% | 79 Outperform |
CZA Technical Analysis
Positive
―
Price Trends
118.77
Positive
116.37
Positive
113.41
Positive
Market Momentum
1.45
Negative
66.06
Neutral
32.29
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 121.58, equal to the 50-day MA of 118.77, and equal to the 200-day MA of 113.41, indicating a bullish trend. The MACD of 1.45 indicates Negative momentum. The RSI at 66.06 is Neutral, neither overbought nor oversold. The STOCH value of 32.29 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
Performance Comparison
CZA
Invesco Zacks Mid-Cap ETF
123.60
17.12
16.08%
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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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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