Zacks Dividend Fund Quote
| ZDIVX Fund | USD 27.98 0.26 0.94% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Zacks Dividend is trading at 27.98 as of the 24th of November 2024; that is 0.94 percent up since the beginning of the trading day. The fund's open price was 27.72. Zacks Dividend has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Zacks Dividend Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets plus borrowings for investment purposes in equity securities of dividend paying companies organized or headquartered in the United States. Its equity investments include common stock, preferred stock, rights and warrants. More on Zacks Dividend Fund
Moving together with Zacks Mutual Fund
Zacks Mutual Fund Highlights
| Fund Concentration | Zacks Funds, Large Value Funds, Large Value, Zacks Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of April 2023 |
| Fiscal Year End | November |
Zacks Dividend Fund [ZDIVX] is traded in USA and was established 24th of November 2024. Zacks Dividend is listed under Zacks Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Zacks Funds family. This fund at this time has accumulated 168.15 M in net assets with no minimum investment requirementsZacks Dividend is currently producing year-to-date (YTD) return of 22.26% with the current yeild of 0.01%, while the total return for the last 3 years was 8.92%.
Check Zacks Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Zacks Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Zacks Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Zacks Dividend Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Zacks Dividend Fund Mutual Fund Constituents
| T | ATT Inc | Stock | Communication Services | |
| MRK | Merck Company | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WMT | Walmart | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| USB | US Bancorp | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples |
Zacks Dividend Risk Profiles
| Mean Deviation | 0.4968 | |||
| Semi Deviation | 0.3286 | |||
| Standard Deviation | 0.6504 | |||
| Variance | 0.4231 |
Zacks Dividend Against Markets
Other Information on Investing in Zacks Mutual Fund
Zacks Dividend 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 Dividend security.
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