Morningstar

Zacks All-Cap Core Fund Institutional Class CZOVX

Medalist Rating as of Aug 31, 2026 See Zacks Investment Hub

Strategy

The investment seeks capital appreciation and the secondary goal is to provide shareholders with income through dividends. The fund pursues its investment objectives by applying a hybrid research process, which uses both quantitative and qualitative criteria. The Advisor uses the Zacks Rank, a proprietary model, to quantitatively assess the attractiveness of a large universe of stocks based primarily on an analysis of changing patterns of earnings estimates for a company. It invests primarily in equity securities of U.S. issuers. The fund also may invest in equity securities of Canadian issuers and American Depository Receipts ("ADRs").

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
CZOVX	Zacks All-Cap Core Fund Institutional Class	Institutional	Open			Dec 5, 2005	$41.69M	1.010%	High	$5,000	$172,408.01

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