# Zacks Small/Mid Cap Portfolio ETF (SMIZ) — Overview

SMIZ · NYSE · Fund

Canonical page: https://www.lighthorse.io/tickers/smiz

## Price

Last close $41.01 on Oct 15, 2026. 52-week range $35.23 – $44.62.

## 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.

| Metric | Value |
| --- | --- |
| Issuer | Zacks Investment Management, Inc. |
| Industry | — |
| Inception | Oct 3, 2023 |
| Assets under management | $274.5M |
| Expense ratio | 0.55% |
| Net asset value | $40.97 (as of Oct 14, 2026) |
| Distributions | Annually |
| Leverage | 1x |

## 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 $274.5M 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 at [Light Horse Dashboard](https://portal.lighthorse.io), the trading API, or an [AI agent connected over MCP](/instructions/ai/claude). The trade panel on this page places the order once you are signed in.

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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.

Data provided by [AInvest](https://www.ainvest.com).