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ZDIIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 19 closing price
Price
$27.37
Change
+$0.12 (+0.44%)
Net Assets
128.54M

ZDIIX Zacks Dividend Institutional Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation and dividend income... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Home Depot (NYSE:HD), Procter & Gamble Company (NYSE:PG), Chevron Corp (NYSE:CVX), ConocoPhillips (NYSE:COP).

Industry description

The investment seeks capital appreciation and dividend income. The fund will invest at least 80% 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. The advisor intends to invest the fund's assets in the equity securities of companies that the advisor believes are undervalued based on their earnings, dividends, assets, or other financial measures.

Market Cap

The average market capitalization across the Zacks Dividend Institutional MF is 759.17B. The market cap for tickers in the group ranges from 77.16B to 3.79T. MSFT holds the highest valuation in this group at 3.79T. The lowest valued company is AJG at 77.16B.

Volume

The average weekly volume growth across all stocks in the Zacks Dividend Institutional MF was 8%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 72
P/E Growth Rating: 46
Price Growth Rating: 41
SMR Rating: 40
Profit Risk Rating: 21
Seasonality Score: -39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Zacks FundsP.O. Box 2175Milwaukee
Phone
N/A
Web
www.zacksfunds.com
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ZDIIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ZDIIX has been closely correlated with VIVAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if ZDIIX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ZDIIX
1D Price
Change %
ZDIIX100%
N/A
VIVAX - ZDIIX
94%
Closely correlated
+0.01%
VVIAX - ZDIIX
94%
Closely correlated
+0.01%
DOXGX - ZDIIX
88%
Closely correlated
+0.00%
DODGX - ZDIIX
88%
Closely correlated
+0.00%
RMFCX - ZDIIX
86%
Closely correlated
-0.08%
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