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"Investors are increasingly recognizing the potential of small-cap equities in a recovering economy."
Moat: The fund's competitive advantage lies in Zacks' proprietary research and analytics…
growth - The fund appeals to growth-oriented investors seeking exposure to small-cap equities with high upside potential.
Rising interest rates can impact the fund's performance as they may lead to higher borrowing costs for small-cap companies…
Watch on earnings: Assets under management (AUM), Expense ratio, Net inflows/outflows.
One Sentence Summary:
Zacks Small-Cap Core Fund: the setup is constructive — the fund's recent strategic pivot towards technology and healthcare small-caps has resulted in a 15% increase in aum over the past quarter.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.