Zacks All Cap Core Fund Quote
| CZOVX Fund | USD 25.11 0.28 1.10% |
PerformanceVery Weak
| Odds Of DistressLow
|
Zacks All-cap is trading at 25.11 as of the 19th of March 2025; that is 1.1% down since the beginning of the trading day. The fund's open price was 25.39. Zacks All-cap has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund pursues its investment objectives by applying a hybrid research process, which uses both quantitative and qualitative criteria. The Advisor uses the Zacks Rank, a proprietary model, to quantitatively assess the attractiveness of a large universe of stocks based primarily on an analysis of changing patterns of earnings estimates for a company. More on Zacks All Cap Core
Moving together with Zacks Mutual Fund
| 0.94 | ZSCIX | Zacks Small Cap | PairCorr |
| 0.64 | ZDIIX | Zacks Dividend | PairCorr |
| 0.65 | VTSAX | Vanguard Total Stock | PairCorr |
Moving against Zacks Mutual Fund
Zacks Mutual Fund Highlights
| Fund Concentration | Zacks Funds, Large Blend Funds, Large Blend, Zacks Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of April 2023 |
| Fiscal Year End | November |
Zacks All Cap Core [CZOVX] is traded in USA and was established 19th of March 2025. Zacks All-cap is listed under Zacks Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Zacks Funds family. This fund currently has accumulated 52.72 M in assets under management (AUM) with minimum initial investment of 5 K. Zacks All Cap is currently producing year-to-date (YTD) return of 1.69% with the current yeild of 0.0%, while the total return for the last 3 years was 11.26%.
Check Zacks All-cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Zacks Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Zacks Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Zacks All Cap Core Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Zacks All Cap Core Mutual Fund Constituents
| HON | Honeywell International | Stock | Industrials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| WMT | Walmart | Stock | Consumer Staples | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NICE | Nice Ltd ADR | Stock | Information Technology |
Zacks All Cap Risk Profiles
| Mean Deviation | 0.9711 | |||
| Standard Deviation | 1.76 | |||
| Variance | 3.11 | |||
| Risk Adjusted Performance | (0.14) |
Zacks All-cap Against Markets
Other Information on Investing in Zacks Mutual Fund
Zacks All-cap financial ratios help investors to determine whether Zacks Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Zacks with respect to the benefits of owning Zacks All-cap security.
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