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Zacks Small-cap Core Fund: (MF: ZSCCX)

(NASDAQ Mutual Funds) As of Oct 6, 2026 04:44 PM ET

$42.12 USD

-0.15 (-0.35%)

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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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 22.22 16
3 months 4.50 30
6 months 17.11 4
1 Year 25.87 25
3 Year 14.96 42
5 Year 9.32 17
10 Year 10.46 39

* 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 Aug 31, 2026

1 Year 47.11
5 Year 11.79
10 Year 11.86
Since Inception 11.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.53 32.11 NA NA
2025 -8.94 9.32 8.00 2.55
2024 3.86 -1.70 8.77 -4.67
2023 3.58 6.28 -4.67 12.35
2022 -6.87 -11.64 -1.84 9.15
2021 17.51 4.14 0.18 8.16

Annual Return

20262025202420232022202120202019201820172016
% Total Return 22.2110.255.8517.92-11.8432.62-1.4221.20-12.1614.1621.56
% Total Return Rel to Index 12.93-7.96-19.16-8.326.353.93-19.82-10.29-7.76-7.639.63
% Total Return Rel to Peer 6.372.95-6.061.847.6713.30-20.41-4.23-1.38-1.435.61
% Perf Quintile vs Peer* 1.002.005.002.002.001.005.005.004.003.002.00
% Dividends 0.000.000.000.000.140.010.000.020.000.000.00
% Yield 0.000.000.000.000.460.020.010.090.000.000.00
Capital Gains ($) 0.000.005.281.520.000.780.000.002.403.780.15
Expense Ratio 1.391.391.391.391.391.391.391.391.391.391.43

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