Zacks Small-cap Competition
| ZSCIX Fund | USD 39.99 0.12 0.30% |
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Zacks Small-cap competition on your existing holdings.
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Zacks Small-cap Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Zacks Small-cap and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Zacks and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Zacks Small Cap does not affect the price movement of the other competitor.
| 0.92 | 0.91 | 0.87 | 0.87 | ZSCCX | ||
| 0.92 | 0.86 | 0.86 | 0.8 | TDVFX | ||
| 0.91 | 0.86 | 0.77 | 0.93 | TRACX | ||
| 0.87 | 0.86 | 0.77 | 0.66 | PVIVX | ||
| 0.87 | 0.8 | 0.93 | 0.66 | GSXIX | ||
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Risk-Adjusted Indicators
There is a big difference between Zacks Mutual Fund performing well and Zacks Small-cap Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Zacks Small-cap's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| ZSCCX | 1.00 | (0.11) | (0.03) | 0.05 | 1.10 | 2.09 | 8.01 | |||
| TDVFX | 1.10 | (0.10) | (0.04) | 0.05 | 1.09 | 2.22 | 7.40 | |||
| TRACX | 0.93 | (0.09) | (0.04) | 0.06 | 0.93 | 1.84 | 7.97 | |||
| PVIVX | 1.06 | (0.15) | (0.06) | 0.02 | 1.37 | 2.24 | 6.03 | |||
| GSXIX | 0.82 | 0.03 | 0.07 | 0.14 | 0.73 | 1.87 | 7.59 |
Zacks Small-cap Competitive Analysis
The better you understand Zacks Small-cap competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Zacks Small-cap's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Zacks Small-cap's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Zacks Small-cap Competition Performance Charts
Five steps to successful analysis of Zacks Small-cap Competition
Zacks Small-cap's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Zacks Small Cap in relation to its competition. Zacks Small-cap's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Zacks Small-cap in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Zacks Small-cap's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Zacks Small Cap, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Zacks Small-cap position
In addition to having Zacks Small-cap in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Technology
Companies that are involved in development or distribution of technologically based goods and services such as software, IT or electronics. The Technology theme has 30 constituents at this time.
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Other Information on Investing in Zacks Mutual Fund
Zacks Small-cap financial ratios help investors to determine whether Zacks Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Zacks with respect to the benefits of owning Zacks Small-cap security.
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