Morningstar

Zacks Small-Cap Core Fund Institutional Class ZSCIX

Morningstar Medalist Rating
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Medalist Rating as of See Zacks Investment Hub
  • NAV / 1-Day Return $41.26  /  +0.39 %
  • Fund Size $33.9M
  • Adjusted Expense Ratio 1.150%
  • Net Expense Ratio 1.140%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 107%
NAV and 1-Day Return as of

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
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Portfolio Holdings ZSCIX

More ZSCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Credo Technology Group Holding Ltd

2.20 755,060
Technology

Resideo Technologies Inc

2.05 701,574
Industrials

Allient Inc

2.04 699,774
Technology

Comfort Systems USA Inc

1.99 681,922
Industrials

Moog Inc Class A

1.96 670,624
Industrials

NWPX Infrastructure Inc

1.95 669,895
Basic Materials

United Fire Group Inc

1.93 662,866
Financial Services

Envela Corp

1.93 662,418
Consumer Cyclical

Ponce Financial Group Inc

1.92 657,760
Financial Services

SPX Technologies Inc

1.88 643,914
Industrials

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