Morningstar

Zacks Small/Mid Cap ETF SMIZ

Medalist Rating as of Sep 30, 2026 See Zacks Investment Hub

Strategy

The investment seeks to generate positive risk-adjusted returns. The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SMIZ	Zacks Small/Mid Cap ETF	ETF	Open			Oct 2, 2023	$275.23M	0.550%	—	—	$104.68M

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