Zacks Small Cap E Fund Quote
| ZSCCX Fund | USD 39.26 0.14 0.36% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Zacks Small-cap is trading at 39.26 as of the 3rd of December 2024; that is 0.36 percent up since the beginning of the trading day. The fund's open price was 39.12. Zacks Small-cap has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Zacks Small Cap E are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2023 and ending today, the 3rd of December 2024. Click here to learn more.
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 percent of its net assets in a diversified portfolio of equity securities of small capitalization companies, with an emphasis on equity securities of U.S. More on Zacks Small Cap E
Moving together with Zacks Mutual Fund
| 0.91 | CZOVX | Zacks All Cap | PairCorr |
| 1.0 | ZSCIX | Zacks Small Cap | PairCorr |
| 0.92 | ZDIIX | Zacks Dividend | PairCorr |
| 0.92 | ZDIVX | Zacks Dividend | PairCorr |
| 0.88 | VSMAX | Vanguard Small Cap | PairCorr |
Moving against Zacks Mutual Fund
Zacks Mutual Fund Highlights
| Fund Concentration | Zacks Funds, Large Funds, Small Blend Funds, Small Blend, Zacks Funds, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of April 2023 |
| Fiscal Year End | November |
Zacks Small Cap E [ZSCCX] is traded in USA and was established 3rd of December 2024. Zacks Small-cap is listed under Zacks Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Zacks Funds family. This fund at this time has accumulated 37.41 M in net assets with no minimum investment requirementsZacks Small Cap is currently producing year-to-date (YTD) return of 16.53%, while the total return for the last 3 years was 5.97%.
Check Zacks Small-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 Small Cap E 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 Small Cap E Mutual Fund Constituents
| ROAD | Construction Partners | Stock | Industrials | |
| HOOK | Hookipa Pharma | Stock | Health Care | |
| TTEK | Tetra Tech | Stock | Industrials | |
| TPB | Turning Point Brands | Stock | Consumer Staples | |
| NTB | Bank of NT | Stock | Financials | |
| TMHC | Taylor Morn Home | Stock | Consumer Discretionary | |
| WWD | Woodward | Stock | Industrials | |
| WD | Walker Dunlop | Stock | Financials |
Zacks Small Cap Risk Profiles
| Mean Deviation | 0.9779 | |||
| Semi Deviation | 1.08 | |||
| Standard Deviation | 1.38 | |||
| Variance | 1.9 |
Zacks Small-cap Against Markets
Other Information on Investing in Zacks Mutual Fund
Zacks Small-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 Small-cap security.
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