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Upturn AI SWOT - About
Invesco Zacks Mid-Cap ETF (CZA)
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Upturn Advisory Summary
10/24/2025: CZA (1-star) is currently NOT-A-BUY. Pass it for now.
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 2.14% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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) tracks the Zacks Mid-Cap Index, providing exposure to U.S. mid-capitalization stocks. The ETF aims to replicate the performance of the index by investing in its constituent securities, offering diversification across various sectors.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has a team of experienced investment professionals dedicated to managing ETFs and delivering investment solutions.
Investment Objective
Goal
The primary goal of the Invesco Zacks Mid-Cap ETF (IWR) is to track the investment results of the Zacks Mid-Cap Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Zacks Mid-Cap Index.
Composition The ETF invests primarily in stocks of mid-capitalization U.S. companies, aiming for full replication of the underlying index.
Market Position
Market Share: IWRu2019s market share within the mid-cap ETF segment is notable, reflecting its established presence and investment strategy.
Total Net Assets (AUM): 98500000
Competitors
Key Competitors
- IVOO
- IJH
- VO
- SCHM
Competitive Landscape
The mid-cap ETF market is competitive, with several established players. IWR differentiates itself through its specific index tracking the Zacks Mid-Cap Index. The advantages and disadvantages stem from the unique methodology of the benchmark index versus the competitors' indices. Investors will want to evaluate the methodologies of the underlying benchmarks for each ETF to determine the most suitable investment strategy.
Financial Performance
Historical Performance: Historical performance can be found on investment websites and is subject to change.
Benchmark Comparison: Benchmark comparison can be performed using readily available charting tools.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average daily trading volume is moderate, suggesting reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth within the mid-cap space, and overall market sentiment significantly influence IWR.
Growth Trajectory
IWR's growth trajectory mirrors the performance of the Zacks Mid-Cap Index and changes in its holdings. The underlying companies' growth potentials influence the value of IWR.
Moat and Competitive Advantages
Competitive Edge
IWR's primary competitive advantage lies in tracking the Zacks Mid-Cap Index, which employs a unique methodology in selecting mid-cap stocks. This methodology is aimed at identifying companies with strong earnings growth potential. The ETF offers targeted exposure to mid-cap companies with potentially higher growth prospects, setting it apart from broader mid-cap ETFs. This niche market focus can appeal to investors seeking alpha generation within the mid-cap segment.
Risk Analysis
Volatility
Historical volatility can be found on financial websites and is subject to change.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and economic downturns, specifically affecting mid-cap companies.
Investor Profile
Ideal Investor Profile
IWR is suited for investors seeking targeted exposure to the mid-cap segment of the U.S. equity market, especially those who believe in the index's approach to capturing earnings growth potential.
Market Risk
IWR is best suited for long-term investors seeking diversification within the mid-cap equity space and who are comfortable with market volatility.
Summary
The Invesco Zacks Mid-Cap ETF (IWR) offers targeted exposure to mid-capitalization U.S. stocks by tracking the Zacks Mid-Cap Index, which uses a proprietary methodology to identify companies with strong earnings growth potential. It is managed by Invesco, a reputable ETF provider. IWR's suitability lies with long-term investors seeking targeted exposure to the mid-cap space while understanding its inherent market risks and those linked to the chosen index's stock-selection process. Ultimately, IWR differentiates itself from other broader mid-cap ETFs due to its specific indexing methodology and is not one of the largest mid-cap ETF's in the market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.