Morningstar

Zacks Small-Cap Core Fund Institutional Class ZSCIX

Morningstar Medalist Rating
Medalist Rating as of | See Zacks Investment Hub
  • NAV / 1-Day Return 43.57  /  −0.11 %
  • Total Assets 36.0M
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.140%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 107%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:46 AM GMT+0

Morningstar’s Analysis ZSCIX

Will ZSCIX 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 ZSCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ZSCIX 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 ZSCIX’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 Institutional holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ZSCIX

More ZSCIX 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

Sponsor Center