Zacks All Financials
| CZOVX Fund | USD 26.27 0.25 0.94% |
Zacks |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Zacks All Fund Summary
Zacks All competes with Davenport Small, Madison Diversified, T Rowe, Tax-managed, and Tiaa Cref. 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 .Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Zacks Funds |
| Mutual Fund Family | Zacks Funds |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 453 4003 |
| Currency | USD - US Dollar |
Zacks All Key Financial Ratios
Zacks Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Zacks All's current stock value. Our valuation model uses many indicators to compare Zacks All value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Zacks All competition to find correlations between indicators driving Zacks All's intrinsic value. More Info.Zacks All Cap Core is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 268.50 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Zacks All's earnings, one of the primary drivers of an investment's value.Zacks All Cap Systematic Risk
Zacks All's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Zacks All volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was six with a total number of output elements of fifty-five. The Beta measures systematic risk based on how returns on Zacks All Cap correlated with the market. If Beta is less than 0 Zacks All generally moves in the opposite direction as compared to the market. If Zacks All Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Zacks All Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Zacks All is generally in the same direction as the market. If Beta > 1 Zacks All moves generally in the same direction as, but more than the movement of the benchmark.
Zacks All January 8, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Zacks All help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Zacks All Cap Core. We use our internally-developed statistical techniques to arrive at the intrinsic value of Zacks All Cap Core based on widely used predictive technical indicators. In general, we focus on analyzing Zacks Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Zacks All's daily price indicators and compare them against related drivers.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 14.83 | |||
| Value At Risk | (1.31) | |||
| Potential Upside | 1.04 |
Other Information on Investing in Zacks Mutual Fund
Zacks All financial ratios help investors to determine whether Zacks Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Zacks with respect to the benefits of owning Zacks All security.
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