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Upturn AI Summary
Invesco Zacks Mid-Cap ETF(CZA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CZA
11/06/2026: CZA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Invesco Zacks Mid-Cap ETF (CZA) provides targeted exposure to U.S. mid-cap equities using a quantitative, factor-based strategy that emphasizes earnings growth, valuation, and momentum. Its primary strength lies in its systematic approach, which aims to outperform standard market-cap-weighted indices by screening for high-quality, attractively valued companies. CZA is well-suited for investors looking to complement a core portfolio with a factor-tilted mid-cap component. Key risks include higher volatility inherent to the mid-cap segment, potential underperformance during certain factor-unfriendly market cycles, and lower liquidity compared to massive index-tracking competitors. Investors should monitor the consistency of the Zacks factor methodology and ensure it aligns with their broader growth objectives.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund's focus on earnings growth targets companies with potential for superior capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | The Zacks methodology incorporates price momentum, making it well-suited for investors tracking market trends. |
| Value investor | Mixed fit | While the fund considers valuation, it is not a pure deep-value strategy, potentially limiting appeal for strict value investors. |
| Dividend/Income investor | Weak fit | The fund prioritizes growth and momentum over high dividend yields. |
| Low-risk investor | Weak fit | Mid-cap equities carry higher volatility and inherent market risk compared to large-cap or fixed-income alternatives. |
Investor Profile
Ideal Investor Profile
The ideal investor is a growth-oriented, medium-term investor looking for systematic exposure to mid-cap equities beyond simple market-cap weighting.
Suitability
This ETF is best suited for long-term investors seeking active-like factor exposure within a passive, low-cost structure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are generally more sensitive to economic shifts than large-cap equities. |
| Market risk | Medium / high | Broad market downturns typically impact mid-cap holdings significantly. |
| Concentration | Medium | The fund holds a diversified basket, but factor-based weighting can sometimes lead to sector tilts. |
| Tracking/expense | Low | The fund maintains a reasonable expense ratio and efficient tracking of its index. |
| Liquidity | Medium | Lower average daily volume compared to major benchmarks can result in slightly higher costs during periods of market stress. |
| Business/sector quality | Medium | The quantitative screen relies on fundamental data that may not always reflect future business quality. |
Risk Analysis
Volatility
CZA typically exhibits higher volatility than large-cap indices but lower than small-cap indices.
Market Risk
Risks include economic sensitivity, potential for lower liquidity, and sector concentration resulting from the multi-factor selection process.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 98.5 | This provides broad exposure to mid-sized U.S. companies that often offer a balance between growth potential and stability. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | This small allocation is held for daily operational liquidity and trade settlement purposes. |
Analysis of Past Performance
Type ETF | Historic Profit 14.31% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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