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
- 25.09%
- Avg. 5 Year Return
- 12.29%
- Median Risk/Return Score
- 79 / 100
Zacks Mutual Funds List
1 result
| 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 Small-Cap Core Fund | Small Cap Blend Equities | Jun 30, 2011 | 1.39% | 23.02% | 12.63% | 0.00% | 79 |
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 ZDIVX (86) and ZSCCX (79).
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 Dividend Fund | 86 | — | Jan 2014 | |
| Zacks Small-Cap Core Fund | 79 | — | Jun 2011 | |
| Zacks All-Cap Core Fund | 49 | — | Dec 2005 |
Best-Performing Zacks Mutual funds Over 5 Years
The top Zacks Mutual funds is ZSCCX (14.20%).
Across the lineup, Zacks Mutual funds show an average 1-year return of 25.09% and an average 5-year return of 12.29%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Zacks Small-Cap Core Fund | 14.20% | — | Jun 2011 | |
| Zacks All-Cap Core Fund | 11.77% | — | Dec 2005 | |
| Zacks Dividend Fund | 10.90% | — | 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 (3.27%).
Across the lineup, Zacks Mutual funds show an average dividend yield of 1.79%, 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 | 3.27% | — | Jan 2014 | |
| Zacks All-Cap Core Fund | 2.10% | — | Dec 2005 | |
| Zacks Small-Cap Core Fund | 0.00% | — | Jun 2011 |
Top Mutual funds Issuers
Fidelity · 974 Mutual fundsBlackRock · 354 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.