The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Zacks All-Cap Core Institutional to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 25.92 / 0.54 %
- Total Assets 53.6 Mil
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Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.67%
- Turnover 25%
Morningstar’s Analysis CZOVX
Will CZOVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.