Zacks Mutual Funds List
Here you can find all mutual funds issued by Zacks and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.23%
- Avg. 1 Year Return
- 28.36%
- Avg. 5 Year Return
- 11.81%
- Median Risk/Return Score
- 58 / 100
Zacks Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Zacks All-Cap Core Fund | Large Cap Blend Equities | Dec 5, 2005 | 1.00% | 12.12% | 14.36% | 2.06% | 72 | ||||||||
| Zacks Dividend Fund | Large Cap Value Equities | Jan 31, 2014 | 1.30% | 8.34% | 10.57% | 3.42% | 58 | ||||||||
| Zacks Small-Cap Core Fund | Small Cap Blend Equities | Jun 30, 2011 | 1.39% | 17.00% | 12.54% | 0.00% | 53 |
Explore top Zacks Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Zacks Mutual funds by Risk/Return Score
The top Zacks Mutual funds by PortfoliosLab Risk/Return Score are CZOVX (72) and ZDIVX (58).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Zacks All-Cap Core Fund | 72 | — | Dec 2005 | |
| Zacks Dividend Fund | 58 | — | Jan 2014 | |
| Zacks Small-Cap Core Fund | 53 | — | Jun 2011 |
Best-Performing Zacks Mutual funds Over 5 Years
The top Zacks Mutual funds is CZOVX (13.00%).
Across the lineup, Zacks Mutual funds show an average 1-year return of 28.36% and an average 5-year return of 11.81%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Zacks All-Cap Core Fund | 13.00% | — | Dec 2005 | |
| Zacks Small-Cap Core Fund | 12.95% | — | Jun 2011 | |
| Zacks Dividend Fund | 9.49% | — | Jan 2014 |
Lowest-Cost Zacks Mutual funds
The top Zacks Mutual funds is CZOVX (1.00%).
With an average expense ratio of 1.23%, Zacks Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Zacks All-Cap Core Fund | 1.00% | — | Dec 2005 | |
| Zacks Dividend Fund | 1.30% | — | Jan 2014 | |
| Zacks Small-Cap Core Fund | 1.39% | — | Jun 2011 |
Highest-Yield Zacks Mutual funds
The top Zacks Mutual funds is ZDIVX (3.42%).
Across the lineup, Zacks Mutual funds show an average dividend yield of 1.83%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Zacks Dividend Fund | 3.42% | — | Jan 2014 | |
| Zacks All-Cap Core Fund | 2.06% | — | Dec 2005 | |
| Zacks Small-Cap Core Fund | 0.00% | — | Jun 2011 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.