Zacks Funds

Statistics as of May 01, 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 SharpeYTD Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
Small Blend
Expense Ratio
1.14%
TTM Yield
0.0%
3yr Sharpe
0.01
YTD Return
-9.5%
3yr Return
15.0%
1yr Return
-1.6%
Total Assets
$27M
6M Money Flow
-$3M
Small Blend
Expense Ratio
0.55%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-7.4%
3yr Return
-
1yr Return
5.1%
Total Assets
$112M
6M Money Flow
$40M
Large Blend
Expense Ratio
1.00%
TTM Yield
0.4%
3yr Sharpe
0.45
YTD Return
-4.3%
3yr Return
38.2%
1yr Return
11.5%
Total Assets
$29M
6M Money Flow
$96K
Large Blend
Expense Ratio
0.55%
TTM Yield
0.6%
3yr Sharpe
0.29
YTD Return
-2.3%
3yr Return
27.2%
1yr Return
10.7%
Total Assets
$219M
6M Money Flow
$46M
Large Value
Expense Ratio
1.05%
TTM Yield
2.3%
3yr Sharpe
0.16
YTD Return
-1.0%
3yr Return
20.9%
1yr Return
10.1%
Total Assets
$110M
6M Money Flow
-$17M