(SMIZ) Zacks Trust - Ratings and Ratios

Zacks Trust (NYSE ARCA: SMIZ) is an exchange-traded fund (ETF) designed to deliver positive risk-adjusted returns by primarily investing in equity securities of small and midsize U.S. companies. The fund allocates at least 80% of its net assets to these securities, which are listed on U.S. stock exchanges, or to derivatives tied to such securities. This approach allows the ETF to capitalize on the growth potential of smaller companies while managing risk through diversification and strategic derivative use.

As a Small Blend ETF, SMIZ focuses on a mix of growth and value stocks within the small and mid-cap universe. The funds structure enables it to track the performance of its target index, providing exposure to a broad range of sectors. This diversification aims to balance risk and return, making it suitable for investors seeking equity growth with managed volatility.

From a technical standpoint, SMIZ is currently trading at $31.10, below its 20-day and 50-day moving averages of $33.21 and $33.57, respectively. However, it is above its 200-day moving average of $32.39, indicating potential long-term stability despite short-term weakness. The average true range (ATR) of 0.53 suggests moderate volatility, with average daily price movements expected to remain within a narrow range.

With assets under management (AUM) of $117.11 million, SMIZ operates with a moderate scale, allowing for efficient portfolio management and liquidity. The funds average daily trading volume of 24,425 shares reflects its relatively stable investor base and moderate trading activity.