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Overseas Sma Completion Portfolio: (MF: OSCBX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:20 PM ET

$18.13 USD

-0.23 (-1.25%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 9.97 56
3 months 11.78 65
6 months 17.72 57
1 Year 51.74 15
3 Year 24.06 10
5 Year 12.28 16
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 47.16
5 Year 11.03
10 Year NA
Since Inception 11.97

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 10.90 14.56 10.12 5.17
2024 -0.62 0.39 12.39 -5.37
2023 4.00 1.06 -3.07 12.93
2022 -6.31 -14.24 -7.85 19.61
2021 9.20 0.72 -3.00 -0.56

Annual Return

2026202520242023202220212020
% Total Return 9.9747.166.1015.05-11.436.087.38
% Total Return Rel to Index -0.1814.981.76-3.805.04-11.271.94
% Total Return Rel to Peer -0.9417.961.550.228.27-0.34-7.34
% Perf Quintile vs Peer* 4.001.000.003.001.004.004.00
% Dividends 0.000.520.820.720.450.500.19
% Yield 0.002.766.183.943.683.361.31
Capital Gains ($) 0.000.000.000.000.000.440.01
Expense Ratio 0.002.172.350.001.710.000.00

* 1 = Top 20%, 5 = Bottom 20%