The fund aims to achieve favorable investment returns that are optimized for the level of risk involved. To do this, it typically commits at least 80% of its total investable capital (including any money borrowed for investment) to stocks of smaller and medium-sized companies publicly traded on U.S. exchanges, or to financial instruments (derivatives) whose value is linked to these equities.

Technology

Industrials

Financial Services

Healthcare

Real Estate

Consumer Cyclical

Consumer Defensive

Basic Materials

Communication Services

Energy

Zacks Trust

SMIZ Holdings & Sector Breakdown

SMIZ Holdings & Sector Breakdown