Investment Managers Series Trust - Zacks Small-Cap Core Fund(NASDAQMUTFUND) ZSCCX

Zacks Small-Cap Core Fund is an investment vehicle focused on small-capitalization equities, utilizing a dual-pronged strategy of quantitative analysis and qualitative assessments. The fund aims to allocate at least 80% of its net assets to a diverse portfolio of small-cap stocks, primarily in the U.S., while also having the flexibility to invest in Canadian equities and American Depository Receipts.

Products and Services

• Investment in small-capitalization equities
• Diverse portfolio management strategies
• Flexibility to engage in short-sale transactions

Growth Outlook

• Focus on small-cap stocks aligns with market recovery trends
• Potential for significant growth as small-cap companies expand
• Flexibility in investment strategy allows for adaptive responses to market changes

Financial Highlights

• Market capitalization of approximately $37 million
• Stock price range between $31.07 and $44.84 over the past year
• Beta of 1.006 indicates market-aligned performance

Zacks Small-Cap Core Fund employs a strategic approach to capitalize on the growth potential of small-cap stocks. The fund's commitment to rigorous analysis ensures that investment decisions are well-informed, aiming to maximize returns while managing risk. The flexibility to invest in Canadian equities and engage in short sales provides additional avenues for growth, making it a versatile option for investors interested in the small-cap sector. The recent stock price performance reflects a stable market presence, with a year-high of $44.84, indicating investor confidence in the fund's strategy.