ZSCCX Mutual Fund

ZSCCX Mutual Fund

NAV$41.59
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Fund Essentials - as of May 31, 2026

Net Assets
$16M
Expense Ratio
1.40%
Dividend Yield (Current)
-
Holdings
101
Inception Date
Jun 30, 2011
Fund Family
Zacks
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+23.88%
1 Year+36.63%
3 Year+14.16%
5 Year+9.99%
10 Year+10.55%

Asset Allocation

Stocks: 98.37%
Cash: 1.63%
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Top Holdings

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TickerNameWeight
CRDO:KYCredo Technologynology Group Holdi2.21%
REZIResideo Technologies Inc2.06%
ALNTAllient Inc2.05%
FIXComfort Systems USA Inc.2.00%
MOG.AMoog Inccommon Stock1.97%
Top 10 Concentration: 19.95%Report Date: May 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ZSCCX Mutual Fund Overview

ZSCCX Mutual Fund (Zacks Small-Cap Core Fund) is managed by Zacks with $16.4M in net assets. ZSCCX expense ratio is 1.40%, holding 101 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2011-06-30.

ZSCCX performance shows a YTD return of 23.88%. The 1-year return is 36.63% and the 5-year return is 9.99%.

ZSCCX top holdings include Credo Technologynology Group Holdi (2.2%), Resideo Technologies Inc (2.1%), Allient Inc (2.0%), Comfort Systems USA Inc. (2.0%), Moog Inccommon Stock (2.0%). Go to all ZSCCX holdings, ZSCCX sectors, or ZSCCX dividends.

ZSCCX can be compared against other funds. Use ZSCCX overlap to find shared positions, or ZSCCX vs another fund for a side-by-side view. ZSCCX alternatives are available via the screener, along with tax-loss harvesting opportunities.