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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
ZSCCXCategory AverageZSCCXCategory AverageZSCCXCategory 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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