CZOVX Mutual Fund
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 $40.4M in net assets. CZOVX expense ratio is 1.01%, holding 108 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2005-12-05.
CZOVX performance shows a YTD return of 10.78%. The 1-year return is 10.67% and the 5-year return is 2.12%. CZOVX dividend yield stands at 0.29%, paid annually.
CZOVX top holdings include Nvidia Corp (6.8%), Microsoft Corp (5.5%), Apple Inc (4.5%), Alphabet Inc (4.0%), Amazon.Com Inc (3.4%). Go to all CZOVX holdings, CZOVX sectors, or CZOVX dividends.
CZOVX can be compared against other funds. Use CZOVX overlap to find shared positions, or CZOVX vs another fund for a side-by-side view. CZOVX alternatives are available via the screener, along with tax-loss harvesting opportunities.