Zacks Small-Cap Core Fund Institutional Class (ZSCIX)

What’s Driving the Stock

1. 01ZSCIX has seen a 15% increase in AUM over the past quarter, driven by strong performance in the small-cap sector.
2. 02The fund's expense ratio has decreased to 0.75%, enhancing its competitiveness against peers.
3. 03Recent market trends indicate a resurgence in small-cap stock performance, with a 20% increase in the Russell 2000 over the last six months.
4. 04Zacks' proprietary ranking system has identified 10 new small-cap stocks with potential upside of over 30%.
5. 05Resurgence of small-cap stocks as economic conditions improve
6. 06Increased focus on ESG factors in small-cap investing
7. 07Changes in AUM driven by market performance and investor inflows
8. 08Performance relative to benchmark indices

ZSCIX Chart

My Notes

• "Investors are increasingly recognizing the growth potential in small-cap stocks, driving inflows into funds like ZSCIX."
• Moat: ZSCIX's competitive advantage is reinforced by its proprietary research and disciplined investment strategy…
• growth - the fund appeals to investors seeking capital appreciation through exposure to small-cap growth stocks.
• Rising interest rates can negatively impact small-cap companies' borrowing costs and consumer spending…
• Watch on earnings: Total AUM, Net inflows/outflows, Performance relative to benchmark indices.