Zacks Small-Cap Core (ZSCCX)
* As of 31-May-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.39%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||85|
|% Rank in Category (ytd):||10.16%|
|Morningstar Risk Rating:||4|
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. View More