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CZA
+4.68 · +4.28%
$114.08 · NYSE ARCA

Invesco Zacks Mid-Cap ETF (CZA) ETF Analysis | Mid-Cap Blend

Invesco · United States
AUM:$191.3M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.72% — moderate cost. Consider how fees compound over long holding periods.

What is CZA?

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index, as well as American depositary receipts (ADRs) that represent securities in the underlying index. The underlying index is composed of 100 securities that Zacks selects from a universe of mid-capitalization securities including common stocks, master limited partnerships (MLPs), ADRs, real estate investment trusts (REITs) and business development companies (BDCs).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
CZA returned 11.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.72%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 20.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$191.3M
Expense Ratio0.72%
Dividend Yield1.51%
Holdings50
Inception DateApr 2007
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta0.89
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.8%
1Y
+16.7%
3Y
+47.6%
5Y
+42.7%
OpenBook InsightIf you had invested £10,000 in CZA 5 years ago, it would have grown to £14,273 — a gain of £4,273.

Annual Returns

Calendar year performance

CZA delivered positive returns in 4 of the last 5 calendar years.
YearCZA
2026 YTD+12.9%
2025+8.9%
2024+12.4%
2023+7.1%
2022-5.4%
CAGR 4yr+5.5%
4/5 positive yearsAvg return: +7.2%Worst year: -5.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
7.6%
Low
Momentum
+2.2%
30-day change
Support Level
125.93
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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