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Zacks All-Cap Core A (CZOAX) Fund Ranking and Research

Ranking, Research and Recommendation of Zacks All-Cap Core A (CZOAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Zacks All-Cap Core A Fund (CZOAX) ManagerFund Manager - Mitch E. Zacks

Fund Manager Information

Fund Manager Tenure: 13.9 years
Similar Funds: CZOCX 
Fund Family: Zacks Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
Zacks is a senior portfolio manager at Zacks Investment Management, Inc. He provides a qualitative, fundamental overview of securities selected through the quantitative process. Zacks founded Zacks Investment Management, Inc. in 1991. He co-founded Zacks Investment Research, Inc. in 1978 and served as executive vice president from 1978-1991.  Get more insights on Mitch E. Zacks

 

Graph of Zacks All-Cap Core A Fund (CZOAX) ProfileZacks All-Cap Core A Fund (CZOAX) Profile

Fund Profile and Description

Zacks All-Cap Core A Fund seeks to capital appreciation, income as secondary consideration. Zacks All-Cap Core A Fund invests primarily in equity securities of U.S. issuers. It may also invest in equity securities of Canadian issuers and American Depository Receipts ('ADRs''). Zacks All-Cap Core A Fund also invests in derivative instruments. It invests in securities from a pool of more than a dozen industry sectors and over two hundred (200) industry groups.

 

Zacks All-Cap Core A (CZOAX) Fund Strength What we like about Zacks All-Cap Core A (CZOAX) Fund

Data for Zacks All-Cap Core A Fund (CZOAX) as of May 30, 2016

  • Zacks All-Cap Core A Fund (CZOAX) management has been with Zacks All-Cap Core A Fund for 13.9 years
  • Zacks All-Cap Core A Fund (CZOAX) ratio of up-years vs down years is greater than 2
  • Zacks All-Cap Core A Fund (CZOAX) has an annual stock turnover rate of 37.00% vs Large Blend average of 53.12%. It is good that Zacks All-Cap Core A management does not trade extensively for its return.
  • Zacks All-Cap Core A Fund (CZOAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.47, lower than category average of 11.67

Zacks All-Cap Core A Fund (CZOAX) Weakness What we are cautious about Zacks All-Cap Core A (CZOAX) Fund

Data for Zacks All-Cap Core A Fund (CZOAX) as of May 30, 2016

  • Zacks All-Cap Core A Fund (CZOAX) has a less-than-ideal short-term performance (1-year return -2.34% vs -1.15% Large Blend category median performance)
  • Zacks All-Cap Core A Fund (CZOAX) has a less-than-ideal mid-term performance (3-year return 8.80% vs 9.43% Large Blend category median performance)
  • Zacks All-Cap Core A Fund (CZOAX) has a less-than-ideal Long-term performance (5-year return 8.76% vs 10.15% Large Blend category median performance)
  • Zacks All-Cap Core A Fund (CZOAX) has a Morningstar rating of 3 and below
  • Zacks All-Cap Core A Fund (CZOAX) is less safe compared to its Large Blend peers
  • Zacks All-Cap Core A Fund (CZOAX) has a higher expense ratio of 1.65% than its Large Blend average of 1.02%
  • Zacks All-Cap Core A Fund (CZOAX) carries a 5.75% load
See Zacks All-Cap Core A Fund (CZOAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Zacks All-Cap Core A Fund (CZOAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Zacks All-Cap Core A1.85-2.348.808.76
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Zacks All-Cap Core A Fund (CZOAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Zacks All-Cap Core A Fund (CZOAX) Net Asset TrackingZacks All-Cap Core A (CZOAX) Fund Net Asset

Track net asset change of Zacks All-Cap Core A fund (CZOAX)

DateNet Asset
05/2016$45.38M
03/2016$46.80M
02/2016$45.77M
More historic net asset information on Zacks All-Cap Core A Fund (CZOAX)

  

Graph of Zacks All-Cap Core A Fund (CZOAX) Portfolio TrackingZacks All-Cap Core A (CZOAX) Fund Portfolio Allocation

Track portfolio allocation change of Zacks All-Cap Core A fund (CZOAX)

DateCashStockBondOther
02/20160.73%99.27%0%0%
11/20151.04%98.96%0%0%
08/20153.98%96.02%0%0%
Click here to see more historic asset allocation information on Zacks All-Cap Core A Fund (CZOAX)

 

graph of Zacks All-Cap Core A Fund (CZOAX) Top 10 Position TrackingTop 10 Holdings in Zacks All-Cap Core A (CZOAX) Fund

Discover what Zacks All-Cap Core A Fund (CZOAX) manager is buying

Feb 28, 2016
Home Depot, Inc. (The) Common S [2.6%]
Kroger Company (The) Common Sto [2.59%]
Facebook, Inc. [2.49%]
Pepsico, Inc. Common Stock [2.06%]
Starbucks Corporation [2.03%]
Exxon Mobil Corporation Common [2.02%]
Johnson & Johnson Common Stock [1.86%]
Honeywell International Inc. Co [1.86%]
Laboratory Corporation of Ameri [1.79%]
Verizon Communications Inc. Com [1.73%]

Nov 29, 2015
Home Depot, Inc. (The) Common S [2.8%]
Kroger Company (The) Common Sto [2.28%]
Facebook, Inc. [2.26%]
Pepsico, Inc. Common Stock [1.96%]
Walt Disney Company (The) Commo [1.81%]
General Motors Company Common S [1.8%]
JP Morgan Chase & Co. Common St [1.8%]
Honeywell International Inc. Co [1.77%]
Apple Inc. [1.7%]
Amgen Inc. [1.62%]

Aug 30, 2015
Home Depot, Inc. (The) Common S [2.44%]
Kroger Company (The) Common Sto [2.21%]
Allergan plc Ordinary Shares [2.03%]
Hartford Financial Services Gro [1.96%]
Facebook, Inc. [1.94%]
Fortinet, Inc. [1.9%]
Pepsico, Inc. Common Stock [1.82%]
JP Morgan Chase & Co. Common St [1.74%]
NICE-Systems Limited [1.72%]
Honeywell International Inc. Co [1.7%]
Click here for Stock Holding Change Map in Zacks All-Cap Core A Fund (CZOAX)

  

Latest News on Zacks All-Cap Core A (CZOAX) Fund

See what is happening with Zacks All-Cap Core A Fund (CZOAX)

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Zacks All-Cap Core A Fund (CZOAX) Related ResourcesSee more information on Zacks All-Cap Core A (CZOAX) Fund

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