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Upturn AI SWOT - About
Zacks Trust (SMIZ)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/24/2025: SMIZ (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 22.79% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.33 - 36.39 | Updated Date 06/30/2025 |
52 Weeks Range 26.33 - 36.39 | Updated Date 06/30/2025 |
Upturn AI SWOT
Zacks Trust
ETF Overview
Overview
Zacks Trust is not a publicly available ETF. Therefore, detailed information regarding its primary focus, target sector, asset allocation, and investment strategy cannot be accurately provided.
Reputation and Reliability
As a hypothetical ETF, there is no publicly available information regarding the issuer's reputation and track record.
Management Expertise
Since Zacks Trust is a hypothetical ETF, information on management expertise is unavailable.
Investment Objective
Goal
Without specific information on Zacks Trust, its investment goal is presumed to provide returns aligned with a specific index, sector, or investment strategy.
Investment Approach and Strategy
Strategy: Details of the ETF's strategy (index-tracking, sector-specific, etc.) are not publicly available.
Composition Without specific information, the asset composition is unknown but could include stocks, bonds, commodities, or a combination.
Market Position
Market Share: Data not available.
Total Net Assets (AUM): Data not available.
Competitors
Key Competitors
Competitive Landscape
Without specific information about Zacks Trust's sector or strategy, a competitive landscape cannot be accurately described.
Financial Performance
Historical Performance: Data not available.
Benchmark Comparison: Data not available.
Expense Ratio: Data not available.
Liquidity
Average Trading Volume
Data not available due to the hypothetical nature of the ETF.
Bid-Ask Spread
Data not available due to the hypothetical nature of the ETF.
Market Dynamics
Market Environment Factors
Without specific information, it's impossible to analyze the economic indicators, sector growth prospects, or current market conditions affecting Zacks Trust.
Growth Trajectory
Data not available.
Moat and Competitive Advantages
Competitive Edge
Since Zacks Trust is a hypothetical ETF, its competitive advantages cannot be determined. Factors might include a unique investment approach, low expense ratio, or superior risk-adjusted returns. The actual competitive advantage would depend on the specific strategy and execution of the ETF.
Risk Analysis
Volatility
Data not available.
Market Risk
The specific risks associated with Zacks Trust's underlying assets cannot be discussed without knowing its holdings or investment strategy. Market risk would depend entirely on what it invests in.
Investor Profile
Ideal Investor Profile
Without detailed information, the ideal investor profile is unclear. Investor profile will vary based on investment strategy and volatility. Data is not available
Market Risk
Data not available.
Summary
Zacks Trust, as a hypothetical ETF, lacks publicly available data necessary for comprehensive analysis. Details on its investment strategy, holdings, financial performance, and risk profile are unavailable. Therefore, it is impossible to determine its suitability for any particular investment strategy or investor. A proper analysis requires real-world data on this particular ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical analysis based on lack of available data.
Disclaimers:
This analysis is based on the assumption that Zacks Trust is a hypothetical ETF, given the lack of publicly available information. The information provided is speculative and should not be considered investment advice.
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 Zacks Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.
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