This dynamically managed, long-only portfolio is designed to generate income while providing a buffer against market volatility. It utilizes institutional-quality ETFs across fixed income markets, with a focus on investment-grade corporate and treasury bonds for diversification and stability. The portfolio is actively managed with strategic tilts in credit quality, interest rate structure, and duration to respond to evolving market conditions.

The Growth Large Cap ETF Strategy was designed to give passive low-cost exposure to large cap growth U.S. equities.

The Aggressive Large Cap Growth U.S. portfolio is a concentrated variation of the firm's core Large Cap Growth strategy, which screens companies from the CRSP U.S. Large-Cap Growth Index for the highest expected year-over-year growth and a return on common equity greater than 10%. From that screened universe, this portfolio narrows to the top seven names and allocates to them on an equal-weighted basis, providing more concentrated exposure to the highest-growth candidates while avoiding the concentration risk of weighting by market capitalization. The strategy is designed for investors seeking aggressive growth exposure and willing to accept the elevated volatility that comes with a smaller number of holdings relative to a broader growth mandate.

The objective of the Zacks All Cap Core Strategy is to provide risk-adjusted returns and diversification benefits relative to the Russell 3000 Index.

The Zacks Dividend Strategy seeks to outperform the Russell 1000 Value Index with less risk than the S&P 500. The strategy is designed to seek tax-efficient returns from both capital appreciation and dividends.

The Zacks Focus Growth Strategy seeks to invest in large-cap stocks with high projected earnings growth to provide stronger returns than the Russell 1000 Growth Index.

The strategy seeks to outperform the Russell Mid-Cap index.

The strategy seeks to outperform the Russell 2000 index.

Offered at no additional cost (excluding fee charged inside the ETF itself), the Zacks Active ETF model portfolios combine Zacks Proprietary ETFs with additional third party ETFs to give advisors and their clients the opportunity to use actively managed ETFs in conjunction with actively management asset allocation portfolios.

Offered at no additional cost (excluding fee charged inside the ETF itself), the Zacks Active ETF model portfolios combine Zacks Proprietary ETFs with additional third party ETFs to give advisors and their clients the opportunity to use actively managed ETFs in conjunction with actively management asset allocation portfolios.