MENU
+Compare
ZDIIX
Mutual Fund ticker: NASDAQ
AS OF
Apr 2 closing price
Price
$25.71
Change
+$0.12 (+0.47%)
Net Assets
124.69M

ZDIIX Zacks Dividend Institutional Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation and dividend income... Show more

Category: #Large Value
Ad is loading...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Home Depot (NYSE:HD), Chevron Corp (NYSE:CVX), ConocoPhillips (NYSE:COP).

Industry description

The investment seeks capital appreciation and dividend income. The fund will invest at least 80% of its net assets plus borrowings for investment purposes in equity securities of dividend paying companies organized or headquartered in the United States. Its equity investments include common stock, preferred stock, rights and warrants. The advisor intends to invest the fund's assets in the equity securities of companies that the advisor believes are undervalued based on their earnings, dividends, assets, or other financial measures.

Market Cap

The average market capitalization across the Zacks Dividend Institutional MF is 654.95B. The market cap for tickers in the group ranges from 54.58B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AJG at 54.58B.

Volume

The average weekly volume growth across all stocks in the Zacks Dividend Institutional MF was -18%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 46
Price Growth Rating: 44
SMR Rating: 40
Profit Risk Rating: 14
Seasonality Score: -9 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Zacks FundsP.O. Box 2175Milwaukee
Phone
N/A
Web
www.zacksfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IWO260.514.85
+1.90%
iShares Russell 2000 Growth ETF
SQLV38.320.36
+0.95%
Royce Quant Small-Cap Quality Value ETF
GEM33.400.03
+0.09%
Goldman Sachs ActiveBeta® EMkts Eq ETF
CCIF6.93-0.03
-0.43%
Carlyle Credit Income Fund
JNUG60.47-0.28
-0.46%
Direxion Daily Jr Gld Mnrs Bull 2X ETF

ZDIIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ZDIIX has been closely correlated with VVIAX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if ZDIIX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ZDIIX
1D Price
Change %
ZDIIX100%
N/A
VVIAX - ZDIIX
86%
Closely correlated
N/A
FFFMX - ZDIIX
86%
Closely correlated
+0.34%
VIVIX - ZDIIX
86%
Closely correlated
N/A
VIVAX - ZDIIX
86%
Closely correlated
N/A
RMFCX - ZDIIX
86%
Closely correlated
+0.32%
More