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 a closer substitute for your current allocation.
Cheapest Alternatives to ZSCCX
ZSCCX charges 1.39% annually. There are 155 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | ZSCCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | ZSCCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | ZSCCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | ZSCCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | ZSCCX vs VSMAX |
Best Risk-Adjusted Alternatives to ZSCCX
ZSCCX has a PortfoliosLab risk / return rank of 57. There are 79 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | ZSCCX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | ZSCCX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | ZSCCX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | ZSCCX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | ZSCCX vs WWSIX |
Top Performing ZSCCX Alternatives (YTD)
ZSCCX is at 18.54% YTD. There are 42 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | ZSCCX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | ZSCCX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | ZSCCX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | ZSCCX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | ZSCCX vs MOPIX |
Lowest Volatility Alternatives to ZSCCX
ZSCCX has 18.75% 1-year volatility. There are 126 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | ZSCCX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | ZSCCX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | ZSCCX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | ZSCCX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | ZSCCX vs BOSOX |
Lowest Drawdown Alternatives to ZSCCX
ZSCCX has a 1-year max drawdown of -8.85%. There are 22 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | ZSCCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | ZSCCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | ZSCCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | ZSCCX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | ZSCCX vs BIAUX |
Other Mutual Funds from Zacks
The 2 most viewed Zacks mutual funds shown here include ZDIVX, CZOVX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Zacks Dividend Fund | Large Cap Value Equities | 61 | 9.19% | — | Jan 2014 | ZSCCX vs ZDIVX | |
| Zacks All-Cap Core Fund | Large Cap Blend Equities | 71 | 12.60% | — | Dec 2005 | ZSCCX vs CZOVX |
Often Compared With ZSCCX
Investors most often compare ZSCCX with HASCX, CAMSX, WEMMX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare ZSCCX with Any Fund or Stock
Compare ZSCCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ZSCCX with funds that move differently
Zacks Small-Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ZSCCX.
Explore ZSCCX Diversifiers