Small Cap Core PortfolioSCRZX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$713.8M
Expense ratio
0.88%
1-year return
+19.7%
3 years, a year
+11.0%
5 years, a year
+4.5%
Holdings
256
What it aims to do.
The Portfolios investment objective is to provide long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NXT Nextpower Inc | 1.14% |
| JOBY Fabrinet | 1.02% |
| BE Bloom Energy Corp | 0.98% |
| BBIO Bridgebio Pharma Inc | 0.86% |
| FORM FormFactor Inc | 0.76% |
| UMBF UMB Financial Corp | 0.75% |
| MGY Magnolia Oil & Gas Corp | 0.74% |
| SPXC SPX Technologies Inc | 0.73% |
| JOBY Credo Technology Group Holding Ltd | 0.71% |
| ESE ESCO Technologies Inc | 0.70% |
More on SCRZX.
- SCRZX overview
- SCRZX holdings
- SCRZX risk
- SCRZX costs
- SCRZX money in and out
- SCRZX share classes
- Compare SCRZX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.