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Zacks Investment Management

10 S. Riverside Plaza, Suite 1600, Chicago, IL 60606-3830

Wholesale: 1 (888) 775-8351
Private Client Group: 1 (800) 701-9830
Fax: (312) 267-0105

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Copyright © 2024 Zacks Investment Management. All rights reserved.

Past Performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or recommendation to buy, sell or hold a security. No recommendation or advise is being given as to whether any investment strategy is suitable for an particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as the date herein may or may not be realized and no opinion or representation is being given regarding such estimates. This material has been prepared by Zacks Investment Management, Inc. on the basis of publicly available information, internally developed data and other third-party sources and does not make any representation or warranty as to the accuracy, completeness or reliability of the information contained herein. Indexes are unmanaged and are not for direct investment. Investing entails risk, including possible loss of principal.

Returns for each strategy and the corresponding Morningstar Universe reflect the annualized returns for the periods indicated. The Morningstar Universes used for comparative analysis are constructed by Morningstar (median performance) and data is provided to Zacks by Zephyr Style Advisor. The percentile ranking for each Zacks Strategy is based on the gross comparison for Zacks Strategies vs. the indicated universe rounded up to the nearest whole percentile. Other managers included in universe by Morningstar may exhibit style drift when compared to Zacks Investment Management portfolio. Neither Zacks Investment Management nor Zacks Investment Research has any affiliation with Morningstar. Neither Zacks Investment Management nor Zacks Investment Research had any influence of the process Morningstar used to determine this ranking. These ratings were awarded by Morningstar on 7/1/2024 in respect of the period from strategy inception to 6/30/2024 (Inception Dates: All Cap- 2/1/1995, Focus Growth- 2/1/2003, Dividend- 4/1/2004, Mid and Small Cap- 5/1/2009). We do not compensate Morningstar to obtain this rating. However, we pay compensation to Morningstar to use their logo in connection with advertising this rating.
PSN and Informa Investment Solutions have no affiliation with Zacks Investment Management, but rather evaluate investments managers’ performance on an objective basis. Products must have an R-Squared of .80 or greater relative to the style benchmark for the latest five-year period ending December 31, 2019. Moreover, products must have returns greater than the style benchmark for the latest three-year period ending December 31, 2019. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group.
PSN RANKING: This information is distributed for informational purposes only; to notify readers of a PSN ranking. The results submitted to PSN portray the performance history for a strategy composite gross of fees, and do not include the deduction of investment advisory fees. An investor’s actual return will be reduced by the advisory fees and any other expenses which may be incurred in the management of an investment advisory account. Upon request, Zacks Investment Management will provide gross and net performance information for the Dividend Rank Strategy. The returns are compared to the Russell 1000 Value. The composite may differ significantly from the securities that comprise the Index. Individual results may differ. PSN and Informa Investment Solutions have no affiliation with Zacks, but rather evaluate investment managers’ performance on an objective basis. Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending DECEMBER 31, 2019. Moreover, products must have returns greater than the style benchmark for the ten-year period ending DECEMBER 31, 2019 and also standard deviation less than the style benchmark for the ten year period ending DECEMBER 31, 2019. At this point, the top ten performers for the latest ten-year period ending DECEMBER 31, 2019 become the PSN Top Guns Manager of the Decade. This rating was awarded by PSN on 3/5/2020 in respect of the period 1/1/2010 to 12/31/2019. We do not compensate PSN to obtain this rating. However, we pay compensation to PSN to use their logo in connection with advertising this rating.

The Russell 1000 Value Index is a well-known, unmanaged index of the prices of 1000 large-company value common stocks selected by Russell. The Russell 1000 Value Index assumes reinvestment of dividends but does not reflect advisory fees. An investor cannot directly invest in an index. The volatility of the benchmark may be materially different from the individual performance obtained by a specific investor.

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