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 $39.7M 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 10.28%. The 1-year return is 17.87% and the 5-year return is 11.92%. CZOVX dividend yield stands at 2.08%, paid annually.
CZOVX top holdings include Nvidia Corp. (6.8%), Alphabet Inc Common Stock USD 0.001 (4.8%), Apple, Inc (4.5%), Microsoft Corp (4.0%), Amazon.Com Inc (3.6%). 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.