Nasdaq - Delayed Quote USD
Zacks Small-Cap Core Inv (ZSCCX)
29.13
-0.65
(-2.18%)
At close: June 13 at 8:04:26 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 43.66% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -2.45% |
| 5y Average Return | 12.00% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ZSCCX | Category Average | ZSCCX | Category Average | ZSCCX | Category Average | |
| Alpha | -8.68 | -0.09 | -2.34 | -0.06 | -5.73 | -0.06 |
| BETA | 1.09 | 0.01 | 1 | 0.01 | 1.07 | 0.01 |
| Mean Annual Return | 0.6 | 0.01 | 1.16 | 0.01 | 0.71 | 0.01 |
| R-squared | 71.16 | 0.83 | 68.24 | 0.77 | 70.58 | 0.78 |
| Standard Deviation | 21.49 | 0.26 | 19.63 | 0.21 | 19.77 | 0.19 |
| Sharpe Ratio | 0.11 | 0 | 0.56 | 0.01 | 0.32 | 0.01 |
| Treynor Ratio | 0.21 | 0.08 | 9.74 | 0.1 | 4.3 | 0.09 |
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