Zacks Small/Mid Cap Portfolio ETF (SMIZ) price, chart and fund profile
Price chart
Fund profile
SMIZ aims to generate positive risk-adjusted returns by investing in small- and mid-cap US stocks. The actively managed fund selects companies based on analyst agreement, magnitude, upside, and surprise.
- Issuer
- Zacks Investment Management, Inc.
- Industry
- —
- Inception
- Oct 3, 2023
- Assets under management
- $276.0M
- Expense ratio
- 0.55%
- Net asset value
- $42.13
- NAV as of
- Aug 28, 2026
- Leverage
- 1×
- Fund page
- www.zacksetfs.com↗
Frequently asked questions
What is Zacks Small/Mid Cap Portfolio ETF (SMIZ)?
SMIZ aims to generate positive risk-adjusted returns by investing in small- and mid-cap US stocks. The actively managed fund selects companies based on analyst agreement, magnitude, upside, and surprise.
What is SMIZ's expense ratio?
Zacks Small/Mid Cap Portfolio ETF charges an annual expense ratio of 0.55%. The fund is issued by Zacks Investment Management, Inc..
How large is SMIZ?
Zacks Small/Mid Cap Portfolio ETF manages $276.0M in assets and has traded since Oct 3, 2023.
How do I buy shares of Zacks Small/Mid Cap Portfolio ETF (SMIZ)?
SMIZ trades commission-free with a Light Horse Securities brokerage account — from the mobile app, the web dashboard at portal.lighthorse.io, the trading API, or an AI agent connected over MCP. The trade panel on this page places the order once you are signed in.
Quotes and charts are not real-time and must not be relied on for trade decisions or valuation.
This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.