Zacks Small-Cap Core Fund (ZSCCX) Alternatives

Zacks Small-Cap Core Fund (ZSCCX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ZSCCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to ZSCCX

ZSCCX charges 1.39% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among ZSCCX alternatives.

Symbol	Name	Expense Ratio	Inception
FSSNX	Fidelity Small Cap Index Fund	0.03%	Sep 8, 2011	ZSCCX vs FSSNX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	Dec 17, 2010	ZSCCX vs VSCPX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.04%	Jul 7, 1997	ZSCCX vs VSCIX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	May 19, 1997	ZSCCX vs SWSSX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	0.05%	Oct 1, 2002	ZSCCX vs TISBX

Best Risk-Adjusted Alternatives to ZSCCX

Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
AUERX	Auer Growth Fund	90	Dec 28, 2007	ZSCCX vs AUERX
DFISX	DFA International Small Company Portfolio	83	Sep 30, 1996	ZSCCX vs DFISX
RYOTX	Royce Micro Cap Series Fund	83	Dec 31, 1991	ZSCCX vs RYOTX
WESCX	TETON Westwood SmallCap Equity Fund	83	Apr 15, 1997	ZSCCX vs WESCX
PRSVX	T. Rowe Price Small-Cap Value Fund	77	Jun 30, 1988	ZSCCX vs PRSVX

Top Performing ZSCCX Alternatives (YTD)

ZSCCX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
HASCX	Harbor Small Cap Value Fund	8.12%	Dec 14, 2001	ZSCCX vs HASCX
WESCX	TETON Westwood SmallCap Equity Fund	6.21%	Apr 15, 1997	ZSCCX vs WESCX
RYOTX	Royce Micro Cap Series Fund	6.06%	Dec 31, 1991	ZSCCX vs RYOTX
WEMMX	TETON Westwood Mighty Mites Fund	4.76%	May 11, 1998	ZSCCX vs WEMMX
RIVSX	River Oak Discovery Fund	4.25%	Jun 30, 2005	ZSCCX vs RIVSX

Lowest Volatility Alternatives to ZSCCX

ZSCCX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
DFISX	DFA International Small Company Portfolio	15.38%	Sep 30, 1996	ZSCCX vs DFISX
SSLCX	DWS Small Cap Core Fund	17.54%	Jul 14, 2000	ZSCCX vs SSLCX
HFCGX	Hennessy Cornerstone Growth Fund	18.55%	Nov 1, 1996	ZSCCX vs HFCGX
BOSOX	Boston Trust Small Cap Fund	18.96%	—	ZSCCX vs BOSOX
CSMDX	Copeland SMID Cap Dividend Growth Fund	19.31%	Feb 27, 2017	ZSCCX vs CSMDX

Lowest Drawdown Alternatives to ZSCCX

ZSCCX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
SSLCX	DWS Small Cap Core Fund	-10.06%	Jul 14, 2000	ZSCCX vs SSLCX
WEMMX	TETON Westwood Mighty Mites Fund	-11.39%	May 11, 1998	ZSCCX vs WEMMX
CAMSX	Cambiar Small Cap Fund	-11.67%	Aug 31, 2004	ZSCCX vs CAMSX
AZBIX	Virtus Small-Cap Fund	-11.76%	Jul 1, 2013	ZSCCX vs AZBIX
BOSOX	Boston Trust Small Cap Fund	-11.89%	—	ZSCCX vs BOSOX

Other Mutual Funds from Zacks

Most popular Zacks mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
ZDIVX	Zacks Dividend Fund	Large Cap Value Equities	49	0.04%	Jan 31, 2014	ZSCCX vs ZDIVX
CZOVX	Zacks All-Cap Core Fund	Large Cap Blend Equities	43	-5.60%	Dec 5, 2005	ZSCCX vs CZOVX

Often Compared With ZSCCX

What investors most often compare with ZSCCX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	Small Cap Blend Equities	69	4.18%	Nov 12, 2014	ZSCCX vs TNVIX

Compare ZSCCX with Any Fund or Stock

Compare ZSCCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Zacks Small-Cap Core Fund

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