Morningstar

Zacks Small-Cap Core Fund Investor Class ZSCCX

Morningstar Medalist Rating
Medalist Rating as of | See Zacks Investment Hub
  • NAV / 1-Day Return 42.20  /  −0.99 %
  • Total Assets 35.9M
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.390%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 107%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:58 AM GMT+0

Morningstar’s Analysis ZSCCX

Will ZSCCX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Zacks Small-Cap Core Inv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ZSCCX

More ZSCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carpenter Technology Corp

2.08 641,291
Industrials

Comfort Systems USA Inc

2.08 640,358
Industrials

Allient Inc

2.06 635,619
Technology

TTM Technologies Inc

2.05 631,590
Technology

Moog Inc Class A

2.04 628,632
Industrials

SPX Technologies Inc

2.02 622,496
Industrials

United Fire Group Inc

1.96 603,029
Financial Services

Phibro Animal Health Corp Class A

1.95 599,671
Healthcare

Ponce Financial Group Inc

1.94 596,066
Financial Services

HBT Financial Inc Ordinary Shares

1.93 593,363
Financial Services

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