Morningstar

Zacks Small/Mid Cap ETF SMIZ

Morningstar Medalist Rating
Medalist Rating as of | See Zacks Investment Hub

Morningstar’s Analysis SMIZ

Will SMIZ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMIZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SMIZ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SMIZ’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Zacks Small/Mid Cap ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SMIZ

More SMIZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

1.52 4M
Industrials

Comfort Systems USA Inc

1.45 4M
Industrials

Northern Trust Corp

1.33 4M
Financial Services

Vestis Corp

1.33 4M
Industrials

Kulicke & Soffa Industries Inc

1.30 4M
Technology

CommVault Systems Inc

1.28 4M
Technology

Cash & Cash Equivalents

1.20 3M
Cash and Equivalents

Credo Technology Group Holding Ltd

1.18 3M
Technology

MasTec Inc

1.15 3M
Industrials

Western Digital Corp

1.12 3M
Technology

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