Zacks Multi-Cap Opportunities C
803 W. Michigan St. Milwaukee, WI 53233-2301
Phone: 888-453-4003
| Category: |
Large Growth |
| Fund Family: |
Zacks WMG |
| Net Assets: |
5.65M |
| Year-to-Date Return: |
-4.20% |
| Yield: |
0.37% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
05-Dec-05 |
|
Benjamin L. Zacks
Lead Manager since
05-Dec-05 |
|
| 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. |
| Min Initial Investment: |
$2,500 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$500 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks to capital appreciation, income as secondary consideration. The 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''). The 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. |
| Last Dividend
(31-Dec-09):
|
0.05 |
| Last Cap Gain
(31-Dec-07):
|
1.29 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
109.93% |
|
| Expense |
CZOCX |
Category
Avg |
| Total Expense Ratio: |
2.43%
|
1.33% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.43% |
| Max Deferred Sales Load: |
1.00%
|
2.63% |
| 3 Yr Expense Projection*: |
$748 |
$653 |
| 5 Yr Expense Projection*: |
$1,386 |
$1,027 |
| 10 Yr Expense Projection*: |
$3,101 |
$2,050 |
|
|
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