Zacks Small-cap Financials
| ZSCIX Fund | USD 39.95 0.54 1.37% |
Zacks |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Zacks Small-cap Fund Summary
Zacks Small-cap competes with Zacks Small-cap, Towle Deep, Prudential Qma, and Aberdeen Small. The fund pursues its investment objective by applying a hybrid research process which uses both quantitative and qualitative criteria. It will invest at least 80 percent of its net assets in a diversified portfolio of equity securities of small capitalization companies, with an emphasis on equity securities of U.S. issuers. The fund may engage in short-sale transactions up to 25 percent of its net assets. It also may invest in equity securities of Canadian issuers and American Depository Receipts.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Zacks Funds |
| Mutual Fund Family | Zacks Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 453 4003 |
| Currency | USD - US Dollar |
Zacks Small-cap Key Financial Ratios
Zacks Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Zacks Small-cap's current stock value. Our valuation model uses many indicators to compare Zacks Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Zacks Small-cap competition to find correlations between indicators driving Zacks Small-cap's intrinsic value. More Info.Zacks Small Cap E is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Zacks Small Cap E is roughly 10.46 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Zacks Small-cap's earnings, one of the primary drivers of an investment's value.Zacks Small Cap Systematic Risk
Zacks Small-cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Zacks Small-cap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Zacks Small Cap correlated with the market. If Beta is less than 0 Zacks Small-cap generally moves in the opposite direction as compared to the market. If Zacks Small-cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Zacks Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Zacks Small-cap is generally in the same direction as the market. If Beta > 1 Zacks Small-cap moves generally in the same direction as, but more than the movement of the benchmark.
Zacks Small-cap November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Zacks Small-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Zacks Small Cap E. We use our internally-developed statistical techniques to arrive at the intrinsic value of Zacks Small Cap E based on widely used predictive technical indicators. In general, we focus on analyzing Zacks Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Zacks Small-cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.19 | |||
| Information Ratio | 0.004 | |||
| Maximum Drawdown | 7.99 | |||
| Value At Risk | (1.70) | |||
| Potential Upside | 2.12 |
Other Information on Investing in Zacks Mutual Fund
Zacks Small-cap financial ratios help investors to determine whether Zacks Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Zacks with respect to the benefits of owning Zacks Small-cap security.
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