Zacks Mutual Funds
View all of Zacks’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Zacks Funds List
Share Class Type
1 to 5 of 5 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Zacks All-Cap Core Institutional | CZOVX | Large Blend | 13.41% | 15 | 1.000% | High | Institutional | $5,000 | ||
Zacks Dividend Institutional | ZDIIX | Large Value | 9.76% | 35 | 1.050% | High | Institutional | $5,000 | ||
Zacks Dividend Investor | ZDIVX | Large Value | 9.67% | 38 | 1.300% | High | No Load | $2,500 | ||
Zacks Small-Cap Core Institutional | ZSCIX | Small Blend | 3.41% | 67 | 1.140% | High | Institutional | $5,000 | ||
Zacks Small-Cap Core Inv | ZSCCX | Small Blend | 3.51% | 71 | 1.390% | High | No Load | $2,500 |
Zacks Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank