- What does ZSCCX invest in?
- The fund utilizes a dual-pronged investment strategy, blending rigorous quantitative analysis with insightful qualitative assessments to pursue its objectives. Its primary focus is on small-capitalization equities, dedicating a minimum of 80% of its net assets (including any capital leveraged for investment) to a diverse portfolio of such stocks. While emphasizing U.S.-domiciled companies, the fund also has the flexibility to allocate capital to Canadian equities and American Depository Receipts. Furthermore, it retains the option to engage in short-sale transactions, limited to 25% of its net assets.
- What is the expense ratio of ZSCCX?
- An expense ratio for Zacks Small-Cap Core Fund (ZSCCX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is ZSCCX?
- Zacks Small-Cap Core Fund (ZSCCX) manages $37.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is ZSCCX actively managed or an index fund?
- ZSCCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was ZSCCX launched?
- Zacks Small-Cap Core Fund (ZSCCX) launched in June 2011 and is managed by the fund issuer.
- How has ZSCCX performed?
- ZSCCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
