Zacks Small-Cap Core Fund (ZSCCX) Fund Overview

Zacks Small-Cap Core Fund Company Overview

Zacks Small-Cap Core Inv (ZSCCX) is a mutual fund that invests primarily in U.S. small-cap companies, utilizing a hybrid research approach. The fund aims for diversification within this segment, considering both quantitative metrics and qualitative factors, while also having the option to invest in Canadian equities and ADRs.

What Is the Investment Thesis for ZSCCX?

Zacks Small-Cap Core Inv (ZSCCX) presents an investment opportunity for those seeking exposure to the small-cap equity market. The fund's hybrid research process, combining quantitative and qualitative analysis, aims to identify undervalued or high-growth potential companies within the small-cap universe. The fund's ability to engage in short-sale transactions (up to 25% of net assets) offers a potential hedge against market volatility. The fund's diversification across numerous small-cap companies reduces the risk associated with individual stock performance. However, the fund's performance is subject to the inherent volatility of the small-cap market and the success of its research-driven investment strategy. The fund's beta of 1.00 indicates market-average volatility.

Based on FMP financials and quantitative analysis

ZSCCX Key Highlights

The fund invests at least 80% of its net assets in small-capitalization companies, primarily in the U.S.

• The fund employs a hybrid research process, combining quantitative and qualitative analysis.
• The fund may engage in short-sale transactions up to 25% of its net assets.
• The fund may invest in equity securities of Canadian issuers and American Depository Receipts (ADRs).
• The fund has a beta of 1.00, indicating market-average volatility.

What Are ZSCCX's Key Strengths?

Hybrid research process combining quantitative and qualitative analysis.

• Diversified portfolio of small-cap companies.
• Flexibility to invest in Canadian equities and ADRs.
• Ability to engage in short-sale transactions for hedging.

What Are ZSCCX's Weaknesses?

Reliance on the performance of small-cap companies, which can be volatile.

• Potential for underperformance compared to benchmark indices.
• Dependence on the effectiveness of the hybrid research process.
• Management fees can impact overall returns.

What Are the Key Risks for ZSCCX?

Market volatility and economic downturns negatively impacting small-cap companies.

• Underperformance compared to benchmark indices.
• Changes in interest rates and inflation affecting market valuations.
• Increased competition from other investment funds.
• Regulatory changes impacting investment strategies.

What Are ZSCCX's Competitive Advantages?

• Established investment process combining quantitative and qualitative analysis.
• Diversified portfolio of small-cap companies reduces risk.
• Flexibility to invest in Canadian equities and ADRs expands investment universe.

What Does ZSCCX Do?

Zacks Small-Cap Core Inv (ZSCCX) is a mutual fund that seeks to achieve its investment objective through a hybrid research process, blending quantitative and qualitative analysis. The fund's strategy centers on identifying and investing in a diversified portfolio of equity securities issued by small-capitalization companies, with a strong emphasis on U.S. issuers. The fund is designed to provide investors with exposure to the small-cap segment of the equity market, which often presents unique growth opportunities and diversification benefits. The fund will invest at least 80% of its net assets in these small-cap companies. In addition to its primary focus on U.S. small-cap equities, the fund has the flexibility to invest in equity securities of Canadian issuers and American Depository Receipts (ADRs), providing it with a broader investment universe. The fund may also engage in short-sale transactions, up to 25% of its net assets, which can be used to hedge against market downturns or to generate additional income. This combination of investment strategies aims to enhance the fund's overall performance and manage risk effectively. The hybrid research process ensures that investment decisions are based on a thorough understanding of both the financial metrics and the underlying business fundamentals of the companies in its portfolio.

What Products and Services Does ZSCCX Offer?

• Invests in a diversified portfolio of equity securities.
• Focuses on small capitalization companies.
• Emphasizes equity securities of U.S. issuers.
• Applies a hybrid research process using both quantitative and qualitative criteria.
• May engage in short-sale transactions up to 25% of net assets.
• May invest in equity securities of Canadian issuers.
• May invest in American Depository Receipts (ADRs).

How Does ZSCCX Make Money?

• Generates revenue through management fees charged on assets under management (AUM).
• Aims to provide capital appreciation for investors through strategic investments in small-cap companies.
• Utilizes a hybrid research process to identify promising investment opportunities.

What Industry Does ZSCCX Operate In?

Zacks Small-Cap Core Inv operates within the broader investment management industry, specifically focusing on the small-cap equity segment. The small-cap market is characterized by higher growth potential but also greater volatility compared to large-cap stocks. The competitive landscape includes numerous mutual funds and ETFs targeting the same segment, each with varying investment strategies and expense ratios. The fund's hybrid research process aims to differentiate it from competitors by combining quantitative and qualitative factors in its investment decisions.

Who Are ZSCCX's Key Customers?

• Individual investors seeking exposure to the small-cap equity market.
• Institutional investors looking for diversified investment options.
• Financial advisors seeking investment solutions for their clients.

ZSCCX Financials

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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