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Upturn AI SWOT - About
Invesco Zacks Mid-Cap ETF (CZA)
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Upturn Advisory Summary
08/14/2025: CZA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.59% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 90.08 - 112.30 | Updated Date 06/29/2025 |
52 Weeks Range 90.08 - 112.30 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Zacks Mid-Cap ETF
ETF Overview
Overview
The Invesco Zacks Mid-Cap ETF (IWR) seeks to replicate the investment results of the Zacks Mid-Cap Index, providing exposure to mid-capitalization U.S. equities selected by Zacks Investment Research based on growth and value factors.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long track record and significant assets under management, generally considered a reliable issuer.
Management Expertise
Invesco has a team of experienced investment professionals managing a wide range of ETFs and other investment products.
Investment Objective
Goal
To track the investment results of the Zacks Mid-Cap Index, composed of U.S. mid-capitalization stocks.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the Zacks Mid-Cap Index, which uses a rules-based methodology developed by Zacks Investment Research to select and weight stocks based on growth and value characteristics.
Composition The ETF primarily holds common stocks of mid-sized U.S. companies.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 97570000
Competitors
Key Competitors
- IJH
- MDY
- VO
- SCHM
Competitive Landscape
The mid-cap ETF space is highly competitive, with several large players dominating the market. IWR's smaller AUM and focus on a specific Zacks index may provide a differentiated approach, but it competes with more popular, broader mid-cap ETFs. A disadvantage is the lack of liquidity compared to larger competitors. Invesco Zacks Mid-Cap ETFu2019s advantages lie in its methodology of stock selection, which may lead to outperformance during periods where growth and value are in favor.
Financial Performance
Historical Performance: Data unavailable
Benchmark Comparison: Data unavailable
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively low, which could impact execution costs.
Bid-Ask Spread
The bid-ask spread can be wider due to the lower trading volume, representing a higher cost for traders.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards mid-cap stocks influence the ETF's performance. Sector-specific trends within the mid-cap space also play a significant role.
Growth Trajectory
The ETF's growth is tied to the performance of the Zacks Mid-Cap Index and its ability to capture the upside of mid-cap companies. Changes in the index methodology or market conditions can impact its trajectory.
Moat and Competitive Advantages
Competitive Edge
IWR's competitive edge lies in its use of the Zacks Mid-Cap Index, which is based on proprietary quantitative models that identify companies with strong earnings potential. This focus on earnings and growth distinguishes it from passively managed mid-cap ETFs. The index's methodology is designed to provide exposure to companies with superior financial characteristics. However, the effectiveness of this strategy depends on the model's ability to consistently identify outperforming stocks.
Risk Analysis
Volatility
The ETF's volatility is likely to be similar to that of other mid-cap ETFs, reflecting the inherent volatility of mid-sized companies.
Market Risk
The ETF is exposed to market risk, as its performance is tied to the overall performance of the U.S. stock market and the mid-cap segment in particular. Sector concentration and stock-specific risks within the portfolio also contribute to the overall risk.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking mid-cap exposure with a focus on growth and value factors, and who understands the risks associated with active management.
Market Risk
The ETF is suitable for investors with a medium to long-term investment horizon who are comfortable with moderate levels of risk and are seeking potential capital appreciation.
Summary
The Invesco Zacks Mid-Cap ETF (IWR) offers targeted exposure to U.S. mid-cap stocks selected based on Zacks Investment Research's proprietary methodology. Its differentiated investment strategy, focused on growth and value factors, may appeal to investors seeking potential outperformance. However, its smaller size and lower liquidity compared to its competitors could lead to higher transaction costs. Investors should consider the ETF's expense ratio and benchmark it to similar mid-cap options before investing. Ultimately, it is suitable for investors seeking mid-cap exposure with an active management approach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Zacks Mid-Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index, as well as American depositary receipts (ADRs) that represent securities in the underlying index. The underlying index is composed of 100 securities that Zacks selects from a universe of mid-capitalization securities including common stocks, master limited partnerships (MLPs), ADRs, real estate investment trusts (REITs) and business development companies (BDCs).
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