Nasdaq - Delayed Quote USD

Zacks Small-Cap Core Inv (ZSCCX)

29.87
+0.45
+(1.53%)
At close: June 6 at 8:04:27 PM EDT
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  • Previous Close 29.42
  • YTD Return -4.80%
  • Expense Ratio 1.39%
  • Category Small Blend
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 27.58M
  • Beta (5Y Monthly) 1.09
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 135.00%
  • Last Dividend 0.15
  • Inception Date Feb 28, 2014

The fund pursues its investment objective by applying a hybrid research process which uses both quantitative and qualitative criteria. It will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in a diversified portfolio of equity securities of small capitalization companies, with an emphasis on equity securities of U.S. issuers. The fund may engage in short-sale transactions up to 25% of its net assets. It also may invest in equity securities of Canadian issuers and American Depository Receipts.

Zacks Funds

Fund Family

Small Blend

Fund Category

27.58M

Net Assets

2014-02-28

Inception Date

Performance Overview: ZSCCX

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Trailing returns as of 6/5/2025. Category is Small Blend.

YTD Return

ZSCCX
4.80%
Category
20.19%
 

1-Year Return

ZSCCX
2.31%
Category
60.18%
 

3-Year Return

ZSCCX
5.04%
Category
11.32%
 

5-Year Return

ZSCCX
12.71%
Category
13.88%
 

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Holdings: ZSCCX

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Sector Weightings

SectorZSCCX
Industrials   22.19%
Technology   14.24%
Healthcare   12.77%
Real Estate   8.57%
Energy   3.98%
Utilities   0.00%

Recent News: ZSCCX

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Research Reports: ZSCCX

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