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Zacks Small-Cap Core Fund Institutional Class (ZSCIX) fund profile

The investment seeks capital appreciation. The fund pursues its investment objective by applying a hybrid research process that uses both quantitative and qualitative criteria. It invests 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 and may also invest in equity securities of Canadian issuers and American Depository Receipts.

Key facts

SymbolZSCIX
ExchangeNASDAQ
SectorFinancial Services
IndustryAsset Management
HeadquartersMilwaukee, WI, US
IPO2014-02-28

Explore ZSCIX on Vantafin

  • Zacks Small-Cap Core Fund Institutional Class Overview
  • Zacks Small-Cap Core Fund Institutional Class Events
  • Zacks Small-Cap Core Fund Institutional Class SEC filings

Frequently asked questions

What does Zacks Small-Cap Core Fund Institutional Class (ZSCIX) do?
The investment seeks capital appreciation. The fund pursues its investment objective by applying a hybrid research process that uses both quantitative and qualitative criteria. It invests 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 and may also invest in equity securities of Canadian issuers and American Depository Receipts.
What does the ZSCIX fund hold?
See Zacks Small-Cap Core Fund Institutional Class's full holdings, weightings, sector and country allocations, and key facts on its Vantafin profile.