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ZDIVX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
163.64M

ZDIVX Zacks Dividend Investor Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Walmart (NYSE:WMT), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Procter & Gamble Company (NYSE:PG), 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 Investor MF is 410.26B. The market cap for tickers in the group ranges from 52.05B to 2.99T. MSFT holds the highest valuation in this group at 2.99T. The lowest valued company is AJG at 52.05B.

Volume

The average weekly volume growth across all stocks in the Zacks Dividend Investor MF was -52%. For the same stocks of the MF, the average monthly volume growth was -62% and the average quarterly volume growth was -44%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 33
Price Growth Rating: 48
SMR Rating: 44
Profit Risk Rating: 31
Seasonality Score: -50 (-100 ... +100)
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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
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ZDIVX and

Correlation & Price change

A.I.dvisor indicates that over the last year, ZDIVX has been closely correlated with VVIAX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if ZDIVX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ZDIVX
1D Price
Change %
ZDIVX100%
N/A
VVIAX - ZDIVX
88%
Closely correlated
N/A
VIVIX - ZDIVX
88%
Closely correlated
N/A
DODGX - ZDIVX
87%
Closely correlated
N/A
FFMMX - ZDIVX
86%
Closely correlated
N/A
DOXGX - ZDIVX
86%
Closely correlated
N/A
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