Summary
SMIZ Chart
SMIZ: ETF Focused On Earnings Revisions And Surprises
Zacks Small/Mid Cap ETF focuses on earnings revisions and surprises, aiming for consistent returns with minimal capital loss. The SMIZ ETF has a portfolio of 216 U.S. stocks, primarily small/micro caps, with a tilt to growth. SMIZ has outperformed small and mid cap benchmarks and its return since inception is consistent with the performance of small and mid-cap growth ETFs.
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Zacks Trust Zacks Small/Mid Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,109 | $488,694.27 | $561,589.56 | $72,895.29 | 14.92% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 9,641 | $357,421 | $413,213.26 | $55,792.26 | 15.61% |
| RE Rod Ehrlich Wayfinding Financial LLC | 149,398 | $4.75M | $6.42M | $1.67M | 35.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,050 | $228,656.77 | $260,452.5 | $31,795.73 | 13.91% |
| EM Erin Mccann Simplicity Wealth LLC | 17,380 | $649,143 | $744,906.8 | $95,763.8 | 14.75% |
Zacks Trust Zacks Small/Mid Cap ETF (SMIZ) FAQ
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Zacks Trust Zacks Small/Mid Cap ETF Profile
| ARCA Exchange | US Country |
Overview
The fund operates in the financial sector, specifically focusing on investments in small and midsize companies listed on U.S. stock exchanges. It aims to maximize investor returns by adopting a risk-adjusted approach to its investment strategy. This involves a significant allocation of its net assets, including potential borrowings for investment purposes, to equity securities or derivatives linked to such securities of these companies. The fund's goal is to achieve a positive rate of return after accounting for the level of risk undertaken in its investments, targeting investors who are keen on capitalizing on the growth potential of small and midsize U.S. companies while managing risk exposure.
Products and Services
- Equity Securities Investments
The fund invests in equity securities of small and midsize companies. These investments aim to leverage the growth potential of these companies, which are listed on U.S. stock exchanges, providing the fund with an opportunity to realize significant returns on behalf of its investors. The focus on small and midsize companies is predicated on the belief that these entities offer substantial growth opportunities and risk-adjusted returns that can outperform larger counterparts in the long term.
- Derivatives Linked to Equity Securities
Additionally, the fund invests in derivatives linked to the equity securities of small and midsize companies. Derivatives are financial instruments whose value is derived from the performance of an underlying asset. This approach allows the fund to gain exposure to the equities market through alternative investment strategies, which can include options, futures, and swaps. These instruments can be used to hedge against potential losses in the portfolio or to speculate based on anticipated market movements, thereby enhancing the fund's ability to manage risk while striving to achieve positive risk-adjusted returns.
