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$40.54  /  −1.03%
  • Fund Size$32.7M
  • Adjusted Expense Ratio1.150%
  • Net Expense Ratio1.140%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Blend
  • Minimum Initial Investment$5,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio107%
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 Holdings18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Fire Group Inc

2.08740,982
Financial Services

Ponce Financial Group Inc

1.99706,535
Financial Services

HBT Financial Inc Ordinary Shares

1.94691,825
Financial Services

Bank of N.T Butterfield & Son Ltd

1.91680,123
Financial Services

SmartFinancial Inc

1.90676,713
Financial Services

Moog Inc Class A

1.83649,754
Industrials

Federated Hermes Treasury Obl IS

1.81644,815
Cash and Equivalents

CTO Realty Growth Inc Ordinary Shares- New

1.75621,250
Real Estate

Frontdoor Inc

1.67592,777
Consumer Cyclical

Concentra Group Holdings Parent Inc

1.67592,677
Healthcare

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