Summary
QUIZ Chart
Zacks Quality International Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,606 | $149,368.04 | $162,293.7 | $12,925.66 | 8.65% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 10,922 | $294,457 | $315,535.49 | $21,078.49 | 7.16% |
 Andrew Endelman Independent Wealth Network Inc. | 8,188 | $217,145.76 | $236,550.5 | $19,404.74 | 8.94% |
| RE Rod Ehrlich Wayfinding Financial LLC | 8,206 | $221,233.76 | $237,645.76 | $16,412 | 7.42% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,195 | $218,900.88 | $237,982.8 | $19,081.92 | 8.72% |
Zacks Quality International Fund (QUIZ) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Zacks Quality International Fund ever had a stock split?
Zacks Quality International Fund Profile
| ARCA Exchange | US Country |
Overview
QUIZ is an investment fund designed to generate positive risk-adjusted returns by providing exclusive access to equity securities in developed markets around the world. The fund has a specific focus on identifying and investing in approximately 75 to 250 companies that fall within the mid- to large-cap category. This selection process is based on a proprietary quantitative model combined with qualitative evaluations to ensure a well-rounded investment strategy. Notably, the fund intentionally excludes any companies based in North America to align with its initial investment universe. It seeks to consistently outperform its benchmark index, a hallmark of actively managed investment funds. Furthermore, the portfolio is rebalanced on a monthly basis to adapt to market changes and optimize performance.
Products and Services
- Equity Securities Investment
QUIZ focuses primarily on equity securities, which are shares in companies that can provide investors with ownership stakes in successful businesses across developed markets. By targeting a select group of 75 to 250 mid- to large-cap companies, QUIZ aims to leverage growth potential while managing risk effectively.
- Proprietary Quantitative Model
The fund employs a proprietary quantitative model to identify investment opportunities, which helps in filtering and ranking potential companies based on performance metrics and market data. This model is complemented with qualitative evaluations to enhance decision-making, ensuring a comprehensive approach to selecting investments.
- Exclusion of North American Companies
In its quest to maintain focus and align with its investment strategy, QUIZ specifically excludes all North American companies from its investment universe. This strategic decision allows the fund to concentrate its efforts on companies in other developed markets, broadening its global reach and diversifying its portfolio.
- Active Management
QUIZ aims to outperform its benchmark index by employing active management strategies. This involves ongoing analysis and adjustment of its portfolio based on market conditions and individual company performance, differentiating it from passive investment strategies.
- Monthly Portfolio Rebalancing
To maintain optimal asset allocation and mitigate risks associated with market fluctuations, QUIZ rebalance its portfolio on a monthly basis. This practice allows for timely adjustments in response to changing market dynamics and enhances the potential for achieving positive returns.
- Inclusions of Other Funds and ETFs
In addition to direct equity investments, QUIZ may also include other open-end and closed-end funds, as well as exchange-traded funds (ETFs) in its portfolio. This strategy enables greater diversification and can provide additional exposure to various sectors and asset classes, enhancing potential returns.
