The fund seeks to generate positive risk-adjusted returns (positive rate of return after adjustment for the amount of risk taken) by, under normal circumstances, investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of small and midsize companies listed on U.S. stock exchanges or derivatives linked to such securities.
Frequently asked questions
What is the Zacks Trust (SMIZ) expense ratio?
The Zacks Trust funds expense ratio is 0.56%.
What is Zacks Trust (SMIZ) current stock price?
As of the latest data, Zacks Trust stock price is $41.04, with a previous close of $40.60. Zacks Trust gained $0.44 in the last trading session, representing a 1.08% increase.
Does Zacks Trust (SMIZ) pay dividends?
Yes. Zacks Trust pays annual dividends with an annualized yield of 0.56% and an estimated annual payout of $0.23 per share.