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Zacks All-Cap Core Institutional CZOVX

Quantitative rating as of | See Zacks Investment Hub
  • NAV / 1-Day Return 26.22  /  1.16 %
  • Total Assets 53.4 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.67%
  • Turnover 25%

Morningstar’s Analysis CZOVX

Will CZOVX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Zacks All-Cap Core Institutional to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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