CZOVX Mutual Fund
CZOVX Mutual Fund
Zacks All-Cap Core Fund Institutional Class
CZOVX Mutual Fund Overview
CZOVX Mutual Fund (Zacks All-Cap Core Fund Institutional Class) is managed by Zacks with $38.2M in net assets. CZOVX expense ratio is 1.01%, holding 106 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2005-12-05.
CZOVX performance shows a YTD return of 12.51%. The 1-year return is 23.03% and the 5-year return is 7.56%. CZOVX dividend yield stands at 2.04%, paid annually.
CZOVX top holdings include Nvidia Corp (6.8%), 'alphabet Inc., Class 'a'' (4.8%), Apple Inc (4.5%), Microsoft Corp 4.100 Feb 06 37 (4.0%), Amazon.Com Inc (3.6%). View all CZOVX holdings, sector breakdown, or dividend history.
CZOVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CZOVX alternatives are available via the screener, along with tax-loss harvesting opportunities.