SMIZ Profile
The Zacks Small/Mid Cap ETF (SMIZ), issued by Zacks, represents a strategic investment vehicle within the exchange-traded fund landscape, focusing primarily on extended market equity. This innovative fund is designed to capitalize on opportunities within the small- and mid-cap segments of the US stock market, aiming to achieve favorable risk-adjusted returns through a proactive investment approach. SMIZ's portfolio construction centers on selecting companies based on comprehensive criteria including analyst consensus, earnings magnitude, upside potential, and surprise factor, reflecting Zacks' commitment to leveraging robust quantitative and qualitative analysis.
Launched on Oct 3, 2023, SMIZ underscores Zacks' dedication to delivering value through meticulous stock selection and dynamic portfolio management. This ETF launch signifies Zacks' strategic initiative to cater to investors seeking exposure to promising small- and mid-cap US equities while emphasizing rigorous research and disciplined investment strategies. By actively monitoring and adjusting its portfolio based on evolving market conditions and fundamental insights, Zacks aims to optimize returns while managing risks effectively.
Zacks Trust distinguishes itself through a culture of innovation and excellence in investment research, combining proprietary methodologies with a deep understanding of market dynamics. The firm's commitment to delivering superior investment solutions is underscored by its rigorous approach to identifying undervalued stocks and potential growth opportunities. Beyond financial performance, Zacks prioritizes transparency and client satisfaction, fostering enduring relationships built on trust and integrity.
As a leader in ETF innovation, Zacks Trust continues to expand its footprint in the competitive asset management landscape. With SMIZ, the firm not only aims to enhance investor portfolios but also to set a benchmark for excellence in actively managed small- and mid-cap equity investments. Through its forward-thinking approach and unwavering focus on investor outcomes, Zacks Trust seeks to redefine expectations and deliver sustained value in today's dynamic and evolving market environment.
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