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CZA ETF ANALYSIS

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CZA ETF FUNDAMENTALS
CZA ETF PERFORMANCE

CZA ISSUER

The Invesco Zacks Mid-Cap ETF (CZA) is managed by Invesco and seeks to provide investors exposure to mid-capitalization U.S. stocks with potentially superior risk-return profiles. The fund follows a full replication methodology, investing in securities that make up the Zacks Mid-Cap Index. Comprising 100 constituents as of June 30, 2023, the index includes a range of mid-cap securities, such as common stocks, master limited partnerships (MLPs), American depositary receipts (ADRs), real estate investment trusts (REITs), and business development companies (BDCs). Invesco collaborates with Zacks Investment Research, Inc., which utilizes its proprietary strategy to identify companies based on factors like long-term earnings growth rate, price-earnings ratio, and short interest, creating a diversified portfolio of mid-cap stocks for potential investors in the CZA ETF.

CZA DIVIDEND

The Invesco Zacks Mid-Cap ETF (CZA) is primarily focused on tracking the performance of mid-capitalization stocks in the United States. While dividend distributions might not be the primary objective, CZA's portfolio companies contribute to dividend distribution based on their own policies and financial performance. Investors considering CZA may benefit from exposure to mid-cap stocks and potential dividend returns in addition to capital appreciation prospects.

CZA TRACKING

At the heart of the Invesco Zacks Mid-Cap ETF's strategy lies the pursuit of tracking the Zacks Mid-Cap Index. CZA achieves this by investing in a selection of mid-capitalization securities, including common stocks, master limited partnerships (MLPs), American depositary receipts (ADRs), real estate investment trusts (REITs), and business development companies (BDCs). The ETF's objective is to align with the index's composition, enabling investors to access mid-cap companies that exhibit potential for superior risk-return profiles.

CZA CORRELATION

Understanding the correlation dynamics of the Invesco Zacks Mid-Cap ETF (CZA) is crucial for investors aiming to comprehend its behavior relative to the broader mid-cap segment of the U.S. equity market. As CZA tracks the Zacks Mid-Cap Index, its correlation with mid-cap stocks is a key consideration. This correlation information aids investors in assessing the potential benefits of incorporating CZA into their portfolios for diversification and risk management. For deeper insights into correlations and to explore the overlap with other ETFs, investors can utilize the ETF Insider web app, offering valuable data visualization tools for analyzing the interplay between various U.S. ETFs.CZA Sector

CZA SECTOR

The Invesco Zacks Mid-Cap ETF (CZA) focuses on mid-capitalization stocks that Zacks identifies as having potentially superior risk-return profiles. The ETF encompasses a diversified range of sectors, offering exposure to various mid-sized companies in industries such as consumer discretionary, technology, healthcare, and more. By maintaining a well-rounded sector allocation, CZA provides investors with the opportunity to participate in the growth potential of mid-cap stocks across different sectors of the economy.CZA Exposure

CZA EXPOSURE

The Invesco Zacks Mid-Cap ETF (CZA) is designed to provide exposure to mid-capitalization securities in the U.S. equity market. By tracking the Zacks Mid-Cap Index, CZA aims to capture the potential of mid-sized companies that exhibit attractive risk-return profiles. Investors seeking to capitalize on the growth opportunities within the mid-cap segment can consider CZA as a strategic investment choice.

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