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Zacks Small-Cap Core

ZSCCX
24.36
+0.10
+0.41%
8/29/2016
5 Years
  • Previous Close

    24.26

  • Net Assets

    87.19M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.39%

  • Category

    Small Blend

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Zacks Funds

Fund Style

Open

Fund Manager

Benjamin Zacks

Investment Style

Small Blend

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.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 1,000
Initial Purchase: AIP 500

Inception

6/30/2011

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