Morningstar

Zacks Small-Cap Core Fund Institutional Class ZSCIX

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

Strategy

The investment seeks capital appreciation. The fund pursues its investment objective by applying a hybrid research process which uses both quantitative and qualitative criteria. It will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in a diversified portfolio of equity securities of small capitalization companies, with an emphasis on equity securities of U.S. issuers. The fund may engage in short-sale transactions up to 25% of its net assets. It also may invest in equity securities of Canadian issuers and American Depository Receipts.

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
ZSCCX	Zacks Small-Cap Core Fund Investor Class	No Load	Open			Jun 30, 2011	$15.72M	1.400%	High	$2,500	−$530,257.11
ZSCIX	Zacks Small-Cap Core Fund Institutional Class	Institutional	Open			Feb 28, 2014	$18.17M	1.150%	High	$5,000	−$2.06M

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