Nasdaq - Delayed Quote USD
Zacks Small-Cap Core Institutional (ZSCIX)
30.44
+0.17
+(0.56%)
As of 8:09:32 AM EDT. Market Open.
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 | 32.97% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -3.72% |
| 5y Average Return | 16.29% |
| Rank in Category (ytd) | 36 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ZSCIX | Category Average | ZSCIX | Category Average | ZSCIX | Category Average | |
| Alpha | -6.91 | -0.09 | -1.88 | -0.06 | -5.35 | -0.06 |
| BETA | 1.09 | 0.01 | 1.01 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.56 | 0.01 | 1.17 | 0.01 | 0.69 | 0.01 |
| R-squared | 69.58 | 0.83 | 68.23 | 0.77 | 70.44 | 0.78 |
| Standard Deviation | 21.34 | 0.26 | 19.62 | 0.21 | 19.71 | 0.19 |
| Sharpe Ratio | 0.1 | 0 | 0.57 | 0.01 | 0.32 | 0.01 |
| Treynor Ratio | -0.1 | 0.08 | 10 | 0.1 | 4.21 | 0.09 |
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