Zacks Dividend is trading at 26.17 as of the 19th of June 2025; that is 0.68 percent down since the beginning of the trading day. The fund's open price was 26.35. Zacks Dividend has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of March 2025 and ending today, the 19th of June 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets plus borrowings for investment purposes in equity securities of dividend paying companies organized or headquartered in the United States. Its equity investments include common stock, preferred stock, rights and warrants. More on Zacks Dividend Fund
Zacks Dividend Fund [ZDIVX] is traded in USA and was established 19th of June 2025. Zacks Dividend is listed under Zacks Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Zacks Funds family. This fund at this time has accumulated 168.15 M in net assets with no minimum investment requirementsZacks Dividend is currently producing year-to-date (YTD) return of 2.92% with the current yeild of 0.03%, while the total return for the last 3 years was 7.07%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Zacks Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Zacks Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Zacks Dividend Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Zacks Mutual Fund
Zacks Dividend financial ratios help investors to determine whether Zacks Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Zacks with respect to the benefits of owning Zacks Dividend security.