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Pena International
Small Cap Value Fund
Summary Prospectus
June 28, 2019,
Investor Class
Institutional ClassPZVIX
PZIIXBeginning on January 1, 2021, as permitted by regulations adopted by the Securities
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What is zacks small-cap core fund?
The Zacks Small-Cap Core Fund is an investment fund that focuses on small-cap companies, aiming to provide investors with exposure to a diversified portfolio of stocks with potential for growth and value appreciation.
Who is required to file zacks small-cap core fund?
Investors who hold shares in the Zacks Small-Cap Core Fund may need to file tax documents or reports, but typically it's the fund managers who handle filings related to the fund's performance and compliance.
How to fill out zacks small-cap core fund?
To fill out forms related to the Zacks Small-Cap Core Fund, investors should follow the specific instructions provided by the fund, which usually includes providing personal information, investment details, and financial disclosures.
What is the purpose of zacks small-cap core fund?
The purpose of the Zacks Small-Cap Core Fund is to provide investors with a vehicle to invest in small-cap stocks, aiming for capital appreciation while managing risk through diversification.
What information must be reported on zacks small-cap core fund?
Information that must be reported on the Zacks Small-Cap Core Fund typically includes financial performance metrics, asset allocations, fees, and any changes in fund management or investment strategy.
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