Nasdaq - Delayed Quote USD

Zacks Small-Cap Core Inv (ZSCCX)

33.41 -0.16 (-0.48%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.53%
5y Average Return 7.04%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Apr 24, 2024) 43.66%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 43.66%
Worst 3Y Total Return 1.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ZSCCX
Category
YTD
3.86%
20.19%
1-Month
2.71%
0.02%
3-Month
3.86%
4.36%
1-Year
18.23%
60.18%
3-Year
6.81%
11.32%
5-Year
9.02%
13.88%
10-Year
7.98%
11.19%
Last Bull Market
53.35%
27.98%
Last Bear Market
-11.64%
-24.08%

Annual Total Return (%) History

Year
ZSCCX
Category
2024
--
--
2023
17.92%
--
2022
-11.85%
--
2021
32.62%
--
2020
-1.42%
10.99%
2019
21.20%
23.75%
2018
-12.16%
-12.72%
2017
14.15%
12.28%

2016
21.58%
20.78%
2015
-1.63%
-5.38%
2014
3.24%
3.79%
2013
43.66%
37.39%
2012
19.48%
15.46%
2011
--
-4.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.86% -- -- --
2023 3.59% 6.29% -4.68% 12.36%
2022 -6.88% -11.64% -1.84% 9.15%
2021 17.52% 4.14% 0.19% 8.16%
2020 -34.77% 16.71% 4.30% 24.13%
2019 11.08% 2.92% -0.35% 6.39%
2018 0.43% 5.97% 3.98% -20.62%
2017 1.98% 2.09% 9.51% 0.13%
2016 -1.66% 3.15% 5.68% 13.41%
2015 6.44% 0.40% -8.84% 0.97%

2014 -1.74% 1.38% -6.04% 10.29%
2013 15.30% 0.98% 8.69% 13.53%
2012 10.21% -1.21% 5.27% 4.24%
2011 -19.47% 18.51% -- --

Rank in Category (By Total Return)

YTD 76
1-Month 90
3-Month 76
1-Year 60
3-Year 13
5-Year 61

Load Adjusted Returns

1-Year 18.23%
3-Year 6.81%
5-Year 9.02%
10-Year 7.98%

Performance & Risk

YTD Return -1.53%
5y Average Return 7.04%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Zacks Funds
Net Assets 34.9M
YTD Return 3.86%
Yield 0.00%
Morningstar Rating
Inception Date Feb 28, 2014

Fund Summary

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.

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