Portfolio Strategies

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Results 1

Showing Portfolios 1 to3 of 6

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Operator
Value
258
•
Zacks
•
Model
Moderate Zacks Active ETF Model
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.
Provider:
Zacks
Asset Class:
Equity
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate
Geography:
Global
Series Type:
Zacks Active ETF Model
Min. Investment:
$10,000
Management Fee:
.12%
259
•
Zacks
•
Model
Moderate Aggressive Zacks Active ETF Model
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.
Provider:
Zacks
Asset Class:
Equity
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Aggressive
Geography:
Global
Series Type:
Zacks Active ETF Model
Min. Investment:
$10,000
Management Fee:
.12%
260
•
Zacks
•
Model
Aggressive Zacks Active ETF Model
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.
Provider:
Zacks
Asset Class:
Equity
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Zacks Active ETF Model
Min. Investment:
$10,000
Management Fee:
.12%
261
•
Zacks
•
Model
Ultra Aggressive Zacks Active ETF Model
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.
Provider:
Zacks
Asset Class:
Equity
Style:
Mixed
Cap Size:
Broad
Risk Level:
Ultra Aggressive
Geography:
Global
Series Type:
Zacks Active ETF Model
Min. Investment:
$10,000
Management Fee:
.12%
262
•
Zacks
•
Model
Zacks+ All Equity Model
Zacks+ Model Portfolios offer solutions along the risk spectrum. The portfolios are designed to function as a full account solution for a client looking for more than just an ETF-only model. Unlike a traditional Unified Managed Account solution, Zacks+ gives the client a chance to own single stock securities while maintaining a concentrated portfolio. Each model maintains an average of 30-75 holdings and can be funded for $250K.
Provider:
Zacks
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
All Equity
Geography:
Global
Series Type:
Hybrid/Zacks+
Min. Investment:
$250,000
Management Fee:
.12%
263
•
Zacks
•
Model
Zacks+ Aggressive Model
Zacks+ Model Portfolios offer solutions along the risk spectrum. The portfolios are designed to function as a full account solution for a client looking for more than just an ETF-only model. Unlike a traditional Unified Managed Account solution, Zacks+ gives the client a chance to own single stock securities while maintaining a concentrated portfolio. Each model maintains an average of 30-75 holdings and can be funded for $250K.
Provider:
Zacks
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Hybrid/Zacks+
Min. Investment:
$250,000
Management Fee:
.12%
264
•
Zacks
•
Model
Zacks+ Moderate Aggressive Model
Zacks+ Model Portfolios offer solutions along the risk spectrum. The portfolios are designed to function as a full account solution for a client looking for more than just an ETF-only model. Unlike a traditional Unified Managed Account solution, Zacks+ gives the client a chance to own single stock securities while maintaining a concentrated portfolio. Each model maintains an average of 30-75 holdings and can be funded for $250K.
Provider:
Zacks
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Aggressive
Geography:
Global
Series Type:
Hybrid/Zacks+
Min. Investment:
$250,000
Management Fee:
.12%
265
•
Zacks
•
Model
Zacks+ Moderate Growth Model
Zacks+ Model Portfolios offer solutions along the risk spectrum. The portfolios are designed to function as a full account solution for a client looking for more than just an ETF-only model. Unlike a traditional Unified Managed Account solution, Zacks+ gives the client a chance to own single stock securities while maintaining a concentrated portfolio. Each model maintains an average of 30-75 holdings and can be funded for $250K.
Provider:
Zacks
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Growth
Geography:
Global
Series Type:
Hybrid/Zacks+
Min. Investment:
$250,000
Management Fee:
.12%
266
•
Zacks
•
Model
Zacks+ Moderate Value Model
Zacks+ Model Portfolios offer solutions along the risk spectrum. The portfolios are designed to function as a full account solution for a client looking for more than just an ETF-only model. Unlike a traditional Unified Managed Account solution, Zacks+ gives the client a chance to own single stock securities while maintaining a concentrated portfolio. Each model maintains an average of 30-75 holdings and can be funded for $250K.
Provider:
Zacks
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Moderate Value
Geography:
Global
Series Type:
Hybrid/Zacks+
Min. Investment:
$250,000
Management Fee:
.12%
267
•
Zacks
•
Model
Zacks+ Balanced Model
Zacks+ Model Portfolios offer solutions along the risk spectrum. The portfolios are designed to function as a full account solution for a client looking for more than just an ETF-only model. Unlike a traditional Unified Managed Account solution, Zacks+ gives the client a chance to own single stock securities while maintaining a concentrated portfolio. Each model maintains an average of 30-75 holdings and can be funded for $250K.
Provider:
Zacks
Asset Class:
Blend
Style:
Mixed
Cap Size:
Broad
Risk Level:
Balanced
Geography:
Global
Series Type:
Hybrid/Zacks+
Min. Investment:
$250,000
Management Fee:
.12%
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