Zacks Small-Cap Core Fund
In the small-cap space, buyouts are more common, rapid growth is more achievable and new opportunities can often be captured more quickly. This can create the potential for significant gains. But that potential comes with risk, and that’s why it’s important to invest with extensive research and a methodical process.
The Zacks Small-Cap Core Fund identifies investment opportunities based on Zacks’ earning revisions research and uses a proprietary model that seeks to exclude the, we believe, riskiest positions. This data-driven approach, combined with care selection and a disciplined sell process, results in a fund that can be well-suited to investors who seek a high total return potential through a small-cap focused stock portfolio.
Objective
The Fund's primary investment objective is capital appreciation.
The Strategy
The Fund's Strategy seeks to generate excess returns over the market by implementing a quantitative investment process to select small-cap stocks with strong potential for capital appreciation.
Investor Class
| Ticker | ZSCCX |
| Cusip | 461418 428 |
| Minimum Initial Investment | $2,500 |
| Min. Subsequent Investment | $500 |
| IRA Minimum | $1,000 |
| Inception Date | 6/30/2011 |
| Gross Expense Ratio | 1.68% |
| Net Expense Ratio | 1.39% |
Institutional Class
| Ticker | ZSCIX |
| Cusip | 46141P313 |
| Minimum Initial Investment | $5,000 |
| Min. Subsequent Investment | $1,000 |
| IRA Minimum | $2,000 |
| Inception Date | 2/28/2014 |
| Gross Expense Ratio | 1.43% |
| Net Expense Ratio | 1.14% |
The Fund’s advisor has contractually agreed to waive its fees and/or pay for operating expenses of the Fund until March 31, 2026.
“To truly outperform in the small-cap space, the fund must make a series of prudent investments, not just one or two big winners.”
