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ZDIVX Zacks Dividend Investor Forecast, Technical & Fundamental Analysis

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

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

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Walmart (NASDAQ:WMT), ExxonMobil Holdings Corporation (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Cisco Systems (NASDAQ:CSCO), Caterpillar (NYSE:CAT), Dell Technologies (NYSE:DELL), Philip Morris International (NYSE:PM).

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 Investor MF is 846.56B. The market cap for tickers in the group ranges from 119.68B to 4.03T. GOOGL holds the highest valuation in this group at 4.03T. The lowest valued company is PH at 119.68B.

Volume

The average weekly volume growth across all stocks in the Zacks Dividend Investor MF was -9%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -51%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 36
Price Growth Rating: 40
SMR Rating: 36
Profit Risk Rating: 23
Seasonality Score: -9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, ZDIVX has been closely correlated with AWSHX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if ZDIVX jumps, then AWSHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ZDIVX
1D Price
Change %
ZDIVX100%
N/A
AWSHX - ZDIVX
91%
Closely correlated
-0.61%
RMFCX - ZDIVX
86%
Closely correlated
-0.50%
RMFEX - ZDIVX
86%
Closely correlated
-0.50%
FFMMX - ZDIVX
86%
Closely correlated
-0.51%
RMEBX - ZDIVX
86%
Closely correlated
-0.50%
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