Zacks Small Cap E Fund Market Outlook
| ZSCIX Fund | USD 36.21 0.34 0.95% |
Slightly above 50% of Zacks Small-cap's investors are presently thinking to get in. The analysis of overall sentiment of trading Zacks Small Cap E mutual fund suggests that some investors are interested at this time. Zacks Small-cap's investing sentiment can be driven by a variety of factors including economic data, Zacks Small-cap's earnings reports, geopolitical events, and overall market trends.
Comfort Level 50
Impartial
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Zacks Small-cap's input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Zacks Small Cap E.
News SentimentNeutral | Hype SentimentNeutral | Insider SentimentWaiting |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Zacks Small Cap E is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Zacks Small Cap E given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Zacks Small Cap E, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Zacks Small-cap Advice
The Zacks recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Zacks Small Cap E. Macroaxis does not own or have any residual interests in Zacks Small Cap E or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Zacks Small-cap's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Zacks Small Cap E has a Risk Adjusted Performance of 0.0753, Jensen Alpha of 0.0275, Total Risk Alpha of 0.0077, Sortino Ratio of 0.0309 and Treynor Ratio of 0.0852Zacks Small Cap E trade recommendation module can be used to check and cross-verify current trade advice provided by analysts examining the fund's potential to grow using all of fundamental, technical, data market data available at the time. Use Zacks Small Cap number of employees and net asset to ensure your buy or sell decision on Zacks Small Cap is adequate.
Zacks Small-cap Trading Alerts and Improvement Suggestions
| The fund keeps 96.96% of its net assets in stocks |
Zacks Small-cap Returns Distribution Density
The distribution of Zacks Small-cap's historical returns is an attempt to chart the uncertainty of Zacks Small-cap's future price movements. The chart of the probability distribution of Zacks Small-cap daily returns describes the distribution of returns around its average expected value. We use Zacks Small Cap E price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Zacks Small-cap returns is essential to provide solid investment analysis for Zacks Small-cap.
| Mean Return | 0.10 | Value At Risk | -1.54 | Potential Upside | 2.52 | Standard Deviation | 1.15 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Zacks Small-cap historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Zacks Small-cap Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Zacks Small-cap or Zacks Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Zacks Small-cap's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Zacks fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 1.09 | |
σ | Overall volatility | 1.09 | |
Ir | Information ratio | 0.03 |
Zacks Small-cap Volatility Alert
Zacks Small Cap E has relatively low volatility with skewness of 0.32 and kurtosis of 0.64. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Zacks Small-cap's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Zacks Small-cap's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Zacks Small-cap Fundamentals Vs Peers
Comparing Zacks Small-cap's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Zacks Small-cap's direct or indirect competition across all of the common fundamentals between Zacks Small-cap and the related equities. This way, we can detect undervalued stocks with similar characteristics as Zacks Small-cap or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Zacks Small-cap's fundamental indicators could also be used in its relative valuation, which is a method of valuing Zacks Small-cap by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Zacks Small-cap to competition |
| Fundamentals | Zacks Small-cap | Peer Average |
| Price To Earning | 19.87 X | 6.53 X |
| Price To Book | 1.90 X | 0.74 X |
| Price To Sales | 0.97 X | 0.61 X |
| Year To Date Return | 4.20 % | 0.39 % |
| One Year Return | 11.90 % | 4.15 % |
| Three Year Return | 9.96 % | 3.60 % |
| Five Year Return | 8.64 % | 3.24 % |
| Net Asset | 37.41 M | 4.11 B |
| Minimum Initial Investment | 5 K | 976.16 K |
| Last Dividend Paid | 0.02 | 0.65 |
| Cash Position Weight | 1.10 % | 10.61 % |
| Equity Positions Weight | 96.96 % | 63.90 % |
Zacks Small-cap Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Zacks . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 36.21 | |||
| Day Typical Price | 36.21 | |||
| Price Action Indicator | 0.17 | |||
| Period Momentum Indicator | 0.34 |
About Zacks Small-cap Buy or Sell Advice
When is the right time to buy or sell Zacks Small Cap E? Buying financial instruments such as Zacks Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
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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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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