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CZOVX Zacks All-Cap Core Institutional Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation and the secondary goal is to provide shareholders with income through dividends... Show more

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

Notable companies

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

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 2.15T. The market cap for tickers in the group ranges from 88.96B to 5.05T. NVDA holds the highest valuation in this group at 5.05T. The lowest valued company is SNPS at 88.96B.

Volume

The average weekly volume growth across all stocks in the Zacks All-Cap Core Institutional MF was 8%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 196%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 46
Price Growth Rating: 49
SMR Rating: 41
Profit Risk Rating: 44
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Details
Category
Large Blend
Address
Zacks Trust227 WEST MONROE STREET
Phone
312-265-9359
Web
N/A
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CZOVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CZOVX has been closely correlated with VTSMX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if CZOVX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CZOVX
1D Price
Change %
CZOVX100%
N/A
VTSMX - CZOVX
97%
Closely correlated
N/A
VSMPX - CZOVX
97%
Closely correlated
N/A
VTSAX - CZOVX
97%
Closely correlated
N/A
VSTSX - CZOVX
97%
Closely correlated
N/A
VITSX - CZOVX
97%
Closely correlated
N/A
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Zacks All-Cap Core Institutional (CZOVX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com