Zacks Small-Cap Core Fund (ZSCCX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Zacks Small-Cap Core Fund (ZSCCX) trades at $42.06 with AI Score 44/100 (Grade C). Zacks Small-Cap Core Inv is a mutual fund focused on investing in small-capitalization U. S. companies. Market cap: $37.9M, Sector: Unknown.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for ZSCCX: ZSCCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates ZSCCX against Unknown peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ZSCCX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Zacks Small-Cap Core Fund (ZSCCX) Business Overview & Investment Profile
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 Could Drive ZSCCX Stock Higher?
Successful implementation of the hybrid research process leading to outperformance.
- Growth in the small-cap equity market benefiting the fund's investments.
- Potential changes in economic policy impacting small-cap companies.
- Increased investor demand for small-cap equity exposure.
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 the Growth Opportunities for ZSCCX?
- Expansion into ESG Investing: The fund could incorporate Environmental, Social, and Governance (ESG) factors into its investment selection process. By integrating ESG criteria, the fund could attract a new segment of investors focused on socially responsible investing, potentially increasing its assets under management and overall market share.
- Increased Allocation to Canadian Equities: The fund could increase its allocation to Canadian equities, taking advantage of potential growth opportunities in the Canadian market. Canada's economy is driven by natural resources, technology, and financial services, offering diversification benefits. By expanding its exposure to Canadian companies, the fund could enhance its overall portfolio diversification and potentially improve risk-adjusted returns.
- Development of Thematic Investment Strategies: The fund could develop thematic investment strategies focused on specific sectors or trends within the small-cap market, such as technology, healthcare, or renewable energy. Thematic investing allows investors to target specific areas of growth and innovation. By offering thematic investment options, the fund could attract investors seeking targeted exposure to high-growth sectors, potentially increasing its assets under management.
- Enhanced Use of Data Analytics: The fund could enhance its use of data analytics and artificial intelligence (AI) to improve its investment selection process. Data analytics can be used to identify patterns and trends in financial data, while AI can automate certain aspects of the investment process. By leveraging these technologies, the fund could potentially improve its investment performance and generate higher returns for its investors.
- Strategic Partnerships with Financial Advisors: The fund could establish strategic partnerships with financial advisors and wealth management firms to expand its distribution network. Financial advisors play a key role in recommending investment products to their clients. By partnering with these advisors, the fund could gain access to a wider pool of potential investors, increasing its assets under management and overall market reach.
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
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's strategy and potential for growth.
- Social sentiment has shifted positively, with discussions highlighting strong management and investment philosophy.
- Community sentiment reflects optimism about small-cap recovery, aligning with the fund's focus on this sector.
- Increased interest from retail investors indicates a belief in the fund's ability to outperform in the current market environment.
Bear Case
- Concerns about market volatility may lead to hesitation in small-cap investments, impacting fund performance.
- Recent bearish community discussions focus on the challenges facing small-cap stocks amid economic uncertainty.
- Insider selling activity has raised red flags about potential future performance and management confidence.
- Some analysts are skeptical about the fund's ability to navigate market downturns, leading to cautious sentiment.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
ZSCCX Latest News
No recent news available for ZSCCX.
ZSCCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ZSCCX.
Price Targets
Wall Street price target analysis for ZSCCX.
ZSCCX MoonshotScore
What does this score mean?
The MoonshotScore rates ZSCCX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Classification
Industry UnknownWhat Investors Ask About Zacks Small-Cap Core Fund (ZSCCX) — Unknown
What does the AI Score mean for ZSCCX?
ZSCCX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Zacks Small-Cap Core Inv is a mutual fund focused on investing in small-capitalization U.S. companies. The fund employs a hybrid research process, combining quantitative and qualitative analysis …
What does Zacks Small-Cap Core Inv do?
Zacks Small-Cap Core Inv is a mutual fund that focuses on investing in small-capitalization companies, primarily in the United States. The fund employs a hybrid research process, combining quantitative and qualitative analysis to identify promising investment opportunities. It aims to provide investors with capital appreciation by strategically allocating its assets to a diversified portfolio of small-cap equities.
What do analysts say about ZSCCX stock?
As a mutual fund, ZSCCX does not have individual stock analyst ratings. Performance is evaluated based on its ability to meet its investment objective and deliver competitive returns relative to its benchmark and peers. Key metrics to consider include its expense ratio, historical performance, risk-adjusted returns (e.g., Sharpe ratio), and consistency of investment strategy.
What are the main risks for ZSCCX?
The main risks for ZSCCX include market volatility, particularly within the small-cap segment, which can lead to fluctuations in the fund's net asset value (NAV). Economic downturns and recessions can disproportionately impact small-cap companies, affecting the fund's performance.
What are the key factors to evaluate for ZSCCX?
Zacks Small-Cap Core Fund (ZSCCX) holds an AI score of 44/100 (low). Zacks Small-Cap Core Inv (ZSCCX) presents an investment opportunity for those seeking exposure to the small-cap equity market. Not financial advice.
How frequently does ZSCCX data refresh on this page?
ZSCCX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven ZSCCX's recent stock price performance?
Zacks Small-Cap Core Fund (ZSCCX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Hybrid research process combining quantitative and qualitative analysis. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ZSCCX overvalued or undervalued right now?
Zacks Small-Cap Core Fund (ZSCCX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research ZSCCX before investing?
Before investing in Zacks Small-Cap Core Fund (ZSCCX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available fund documentation and may be subject to change.
- AI analysis is pending and may provide additional insights.