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 156 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 | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | ZSCCX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | ZSCCX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | ZSCCX vs VTMSX |
Best Risk-Adjusted Alternatives to ZSCCX
ZSCCX has a PortfoliosLab risk / return rank of 79. There are 56 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | ZSCCX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | ZSCCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | ZSCCX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | ZSCCX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | ZSCCX vs AUERX |
Top Performing ZSCCX Alternatives (YTD)
ZSCCX is at 23.02% YTD. There are 22 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | ZSCCX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | ZSCCX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | ZSCCX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | ZSCCX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | ZSCCX vs WESCX |
Lowest Volatility Alternatives to ZSCCX
ZSCCX has 19.93% 1-year volatility. There are 149 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | ZSCCX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | ZSCCX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | ZSCCX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | ZSCCX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | ZSCCX vs FTHNX |
Lowest Drawdown Alternatives to ZSCCX
ZSCCX has a 1-year max drawdown of -9.50%. There are 63 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% | 3.10B | Apr 2006 | ZSCCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | 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 | 86 | 13.27% | — | Jan 2014 | ZSCCX vs ZDIVX | |
| Zacks All-Cap Core Fund | Large Cap Blend Equities | 49 | 9.92% | — | Dec 2005 | ZSCCX vs CZOVX |
Often Compared With ZSCCX
Investors most often compare ZSCCX with HASCX, CAMSX, WEMMX. These 18 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