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ZINC - ETF AI Analysis

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ZINC

Zacks Income ETF (ZINC)

Rating:68Neutral
Price Target:
ZINC, the Zacks Income ETF, has an overall rating that points to a generally solid but not flawless income-focused portfolio, supported by strong holdings like Edison International and T. Rowe Price, which bring solid financial performance, attractive valuations, and supportive technical or corporate trends. However, some holdings such as Altria and Unum Group face challenges like bearish technical signals, leverage, and profitability or cash flow pressures, and the fund’s meaningful exposure to utilities and financials means investors should be aware of sector concentration risk.
Positive Factors
Strong Top Holdings Performance
Several of the largest positions, including Seagate Tech and Altria Group, have shown strong gains, helping support the ETF’s overall results.
Income-Focused Sectors
Heavy exposure to traditionally income-oriented areas like utilities, financials, and consumer defensive stocks can help provide a more stable income stream.
Broad Sector Diversification
Holdings spread across multiple sectors, from utilities and financials to technology and health care, help reduce the impact if any one industry struggles.
Negative Factors
High U.S. Concentration
With almost all assets in U.S. companies, the fund offers little geographic diversification and is heavily tied to the U.S. economy.
Sector Concentration Risk
Large weights in utilities and financials mean the ETF could be hit hard if these sectors face pressure at the same time.
Moderately 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.

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

ZINC Summary

Zacks Income ETF (ticker: ZINC) is an actively managed fund that focuses on generating steady income rather than tracking a specific index. It invests mainly in U.S. companies that pay dividends, including utilities, banks, and consumer brands. Well-known holdings include JPMorgan Chase and Altria Group. The fund also mixes in other income-focused investments like real estate and energy partnerships, which can help diversify income sources for investors seeking regular payouts. However, because it targets higher-yielding assets and several sectors, its price and income can still go up and down with interest rates, the broader market, and sector-specific risks.
How much will it cost me?This ETF has an expense ratio of 0.55%, which means you’ll pay about $5.50 per year for every $1,000 you invest. That’s higher than the cost of many simple index ETFs because this fund is actively managed and invests across a wide mix of income-focused assets, which typically costs more to run.
What would affect this ETF?ZINC could benefit if interest rates stabilize or fall, since that often supports dividend-paying utilities, financials, and other income-focused sectors, and its global mix of stocks, REITs, and other income assets gives the manager flexibility to seek attractive payouts across regions and industries. On the other hand, rising rates, economic slowdowns that hurt banks and utilities, pressure on high-dividend companies like tobacco, or new regulations affecting energy and real estate income vehicles could reduce payouts or weigh on the fund’s price.

ZINC Top 10 Holdings

ZINC leans heavily on steady, dividend-rich utilities and financials, with names like Eversource, Edison International, and Pinnacle West forming the fund’s defensive backbone. On the financial side, JPMorgan and Fifth Third are rising and helping drive recent gains, while Unum and T. Rowe Price add support with generally solid but sometimes choppy performance. Seagate has been a standout riser, giving the portfolio a tech kicker, whereas Altria has been more mixed, occasionally losing steam. Overall, it’s a globally flexible income play, but the real action is in U.S. utilities and banks.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Eversource Energy5.75%$29.58K$28.00B15.78%
66
Neutral
Altria Group4.89%$25.16K$121.42B22.54%
64
Neutral
JPMorgan Chase4.20%$21.61K$896.22B19.96%
72
Outperform
Northwestern3.61%$18.54K$4.39B35.82%
74
Outperform
Edison International3.49%$17.96K$29.11B49.27%
77
Outperform
Seagate Tech3.38%$17.37K$183.90B485.12%
68
Neutral
T Rowe Price3.34%$17.15K$25.40B20.47%
75
Outperform
Pinnacle West Capital3.29%$16.89K$13.25B21.19%
65
Neutral
Unum Group3.10%$15.93K$14.75B9.52%
64
Neutral
Fifth Third Bancorp2.99%$15.40K$51.80B33.30%
71
Outperform

ZINC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
RSI
58.33
Neutral
STOCH
64.29
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ZINC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.66, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at 58.33 is Neutral, neither overbought nor oversold. The STOCH value of 64.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ZINC.

ZINC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$519.11K0.55%
68
Neutral
$72.59M0.35%
71
Outperform
$42.19M0.40%
66
Neutral
$19.14M0.49%
70
Neutral
$15.13M0.65%
73
Outperform
$4.95M0.38%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ZINC
Zacks Income ETF
25.79
0.66
2.63%
FDIV
MarketDesk Focused U.S. Dividend ETF
PAYR
Federated Hermes Enhanced Income ETF
DIVD
Altrius Global Dividend ETF Altrius Global Divid ETF
DVGR
DAC 3D Dividend Growth ETF
GENW
Genter Capital International Dividend 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.
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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