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Zacks Small-Cap Core Institutional (ZSCIX)

30.44
+0.17
+(0.56%)
At close: 8:04:33 PM EDT
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  • Previous Close 30.27
  • YTD Return -9.92%
  • Expense Ratio 1.14%
  • Category Small Blend
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 26.56M
  • Beta (5Y Monthly) 1.09
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 135.00%
  • Last Dividend 0.27
  • 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

26.56M

Net Assets

2014-02-28

Inception Date

More about Zacks Small-Cap Core Institutional

Performance Overview: ZSCIX

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Trailing returns as of 5/14/2025. Category is Small Blend.

YTD Return

ZSCIX
9.92%
Category
20.19%
 

1-Year Return

ZSCIX
1.37%
Category
60.18%
 

3-Year Return

ZSCIX
4.61%
Category
11.32%
 

5-Year Return

ZSCIX
12.94%
Category
13.88%
 

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Holdings: ZSCIX

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Sector Weightings

SectorZSCIX
Financial Services   26.29%
Industrials   22.19%
Technology   14.24%
Healthcare   12.77%
Real Estate   8.57%
Consumer Cyclical   4.85%
Communication Services   4.42%
Energy   3.98%
Basic Materials   2.68%
Consumer Defensive   0.00%
Utilities   0.00%
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Recent News: ZSCIX

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Research Reports: ZSCIX

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