Zacks Small-Cap Core Fund Institutional Class
ZSCIX
NASDAQ- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- Zacks Small-Cap Core Fund Institutional Class (ZSCIX) is an actively managed open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of small-cap companies. The fund focuses on small-capitalization stocks, typically those with market capitalizations between $250 million and $2 billion, selected through a proprietary quantitative model emphasizing value, growth, and momentum factors; it maintains a diversified portfolio across sectors such as industrials, financials, consumer discretionary, and information technology. ZSCIX offers institutional investors access via a low-expense-ratio share class with a minimum investment threshold, complemented by daily liquidity and professional portfolio management. The fund employs Zacks Investment Management's rigorous stock-selection process, which screens thousands of small-cap names using earnings estimate revisions, earnings surprise history, and projected growth metrics to construct a core equity portfolio. Holdings include established small-cap leaders and undervalued opportunities, with sector allocations dynamically adjusted based on model outputs; the strategy avoids heavy concentration in any single stock or industry while incorporating risk controls like position sizing limits. Geographically, operations center on U.S. domestic small-cap equities, with headquarters for Zacks Investment Management in Chicago, Illinois, established in 1978 as part of the broader Zacks Investment Research firm. Recent developments include enhanced integration of ESG screening into the quantitative model as of mid-2025, alongside a strategic partnership with a leading index provider to benchmark performance against customized small-cap blends. The fund underwent a minor share class reorganization in early 2025 to streamline fee structures, reducing the institutional expense ratio by 5 basis points; it also launched a complementary ETF share class mirroring ZSCIX's strategy for broader retail access. These changes reflect Zacks' ongoing commitment to adapting the fund to evolving market dynamics, including heightened volatility in small-cap segments amid interest rate shifts.