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CZOVX
Mutual Fund ticker: NASDAQ
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CZOVX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Procter & Gamble Company (NYSE:PG), Chevron Corp (NYSE:CVX).

Industry description

The investment seeks capital appreciation and the secondary goal is to provide shareholders with income through dividends. The fund pursues its investment objectives by applying a hybrid research process, which uses both quantitative and qualitative criteria. The Advisor uses the Zacks Rank, a proprietary model, to quantitatively assess the attractiveness of a large universe of stocks based primarily on an analysis of changing patterns of earnings estimates for a company. It invests primarily in equity securities of U.S. issuers. The fund also may invest in equity securities of Canadian issuers and American Depository Receipts ("ADRs").

Market Cap

The average market capitalization across the Zacks All-Cap Core Institutional MF is 1.6T. The market cap for tickers in the group ranges from 87.98B to 3.64T. NVDA holds the highest valuation in this group at 3.64T. The lowest valued company is SNPS at 87.98B.

Volume

The average weekly volume growth across all stocks in the Zacks All-Cap Core Institutional MF was 24%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 69
P/E Growth Rating: 63
Price Growth Rating: 38
SMR Rating: 34
Profit Risk Rating: 15
Seasonality Score: 9 (-100 ... +100)
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A.I. Advisor
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General Information

Category LargeBlend

Profile
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Category
Large Blend
Address
Zacks FundsP.O. Box 2175Milwaukee
Phone
N/A
Web
www.zacksfunds.com