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Zacks Small-Cap Core Fund Institutional Class (ZSCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.77+0.60 (+2.83%)
At close: 8:01PM EDT

Zacks Small-Cap Core Fund Institutional Class

Zacks Funds

P.O. Box 2175

Milwaukee, WI 53233-2301

888-453-4003
Management information
Mitch E. Zacks,Lead manager since 29 June 2011
Mitch is the senior portfolio manager at Zacks Investment Management and oversees all investment research activities at the firm. Mitch is an expert on quantitative investment strategies and developed many of the proprietary models used by the firm. Mitch wrote a weekly finance column for the Chicago Sun- Times and has written two books on quantitative investment strategies: Ahead of the Market, Harper Collins 2003, which focuses on the earnings estimate revision investment anomaly and The Little Book of Stock Market Profits, which was published in 2011 and provides an overview of several other significant equity investment anomalies. Prior to joining Zacks Investment Management in 1997, Mitch was an investment banking analyst at Lazard Freres in New York. Mitch graduated cum laude from Yale University with distinction in his major of Economics. He received his M.B.A with high honors in his concentration of Analytic Finance and Statistics from the University of Chicago.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Blend
Fund familyZacks Funds
Net assets54.15M
YTD return-23.78%
Yield0.59%
Morningstar rating★★
Inception date27 Feb 2014

Fund operations

Last dividend0.02
Last cap gain0.00
Holdings turnover114.00%
Average for categoryN/A

Fees and expenses

ExpenseZSCIXCategory average
Annual report expense ratio (net)1.14%1.10%
Prospectus net expense ratio1.14%N/A
Prospectus gross expense ratio1.28%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.22%
Max deferred sales loadN/A1.21%
3-yr expense projection362N/A
5-yr expense projection660N/A
10-yr expense projection1,506N/A