ZSCIX yields 5.72% · MO yields 6.36%● Live data
📍 MO pulled ahead of the other in Year 6
Combined, ZSCIX + MO cover 0 of 12 months — good coverage
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The investment seeks capital appreciation. The fund pursues its investment objective by applying a hybrid research process which uses both quantitative and qualitative criteria. It will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in a diversified portfolio of equity securities of small capitalization companies, with an emphasis on equity securities of U.S. issuers. The fund may engage in short-sale transactions up to 25% of its net assets. It also may invest in equity securities of Canadian issuers and American Depository Receipts.
Full ZSCIX Calculator →Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. The company provides cigarettes primarily under the Marlboro brand; cigars and pipe tobacco principally under the Black & Mild brand; and moist smokeless tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands, as well as provides on! oral nicotine pouches. It sells its tobacco products primarily to wholesalers, including distributors; and large retail organizations, such as chain stores. Altria Group, Inc. was founded in 1822 and is headquartered in Richmond, Virginia.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.