Skip to Content
Morningstar

Zacks Small-Cap Core Inv ZSCCX

Morningstar Medalist Rating
Medalist Rating as of | See Zacks Investment Hub
  • NAV / 1-Day Return 32.71  /  +0.21 %
  • Total Assets 31.7 Mil
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 1.390%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 100%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis ZSCCX

Will ZSCCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ZSCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ZSCCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ZSCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Zacks Small-Cap Core Inv's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ZSCCX

More ZSCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alamo Group Inc

1.97 624,580
Industrials

Applied Industrial Technologies Inc

1.93 613,068
Industrials

Simpson Manufacturing Co Inc

1.93 611,110
Basic Materials

Albany International Corp

1.85 588,382
Consumer Cyclical

Thermon Group Holdings Inc

1.84 584,910
Industrials

GMS Inc

1.81 574,534
Industrials

CSW Industrials Inc

1.80 572,421
Industrials

Forestar Group Inc

1.80 569,629
Real Estate

HBT Financial Inc Ordinary Shares

1.77 561,581
Financial Services

Employers Holdings Inc

1.77 560,782
Financial Services