Zacks Funds

Statistics as of Apr 02, 2025

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Found total of 5 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
1.00%
TTM Yield
0.4%
3yr Sharpe
0.27
YTD Return
-3.0%
3yr Return
28.2%
1yr Return
8.9%
Total Assets
$29M
6M Money Flow
-$63K
Large Value
Expense Ratio
1.05%
TTM Yield
2.2%
3yr Sharpe
0.16
YTD Return
2.9%
3yr Return
20.5%
1yr Return
10.5%
Total Assets
$124M
6M Money Flow
-$9M
Large Blend
Expense Ratio
0.55%
TTM Yield
0.6%
3yr Sharpe
0.15
YTD Return
-0.5%
3yr Return
21.0%
1yr Return
9.8%
Total Assets
$220M
6M Money Flow
$47M
Small Blend
Expense Ratio
1.14%
TTM Yield
0.0%
3yr Sharpe
-0.08
YTD Return
-7.4%
3yr Return
9.3%
1yr Return
-2.7%
Total Assets
$28M
6M Money Flow
-$2M
Small Blend
Expense Ratio
0.55%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-7.1%
3yr Return
-
1yr Return
1.2%
Total Assets
$107M
6M Money Flow
$38M