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Results 1
Showing Portfolios 1 to3 of 6
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268
•
Zacks
•
Model
Zacks+ Income 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:
Income
Geography:
Global
Series Type:
Hybrid/Zacks+
Min. Investment:
$250,000
Management Fee:
.12%
291
•
Capital Group
•
Sleeve
Capital Group Global Equity SMA
The strategy seeks to provide prudent growth of capital and conservation of principal.
Provider:
Capital Group
Asset Class:
Equity
Style:
Active
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Capital Group
Min. Investment:
$100,000
Management Fee:
.47%
292
•
Capital Group
•
Sleeve
Capital Group Global Growth SMA
The strategy’s primary investment objective is to provide long-term growth of capital.
Provider:
Capital Group
Asset Class:
Equity
Style:
Active
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
Global
Series Type:
Capital Group
Min. Investment:
$100,000
Management Fee:
.47%
293
•
Capital Group
•
Sleeve
Capital Group International Equity SMA
The strategy seeks to provide prudent growth of capital and conservation of principal.
Provider:
Capital Group
Asset Class:
Equity
Style:
Active
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
International
Series Type:
Capital Group
Min. Investment:
$100,000
Management Fee:
.47%
294
•
Capital Group
•
Sleeve
Capital Group International Growth SMA
The strategy’s primary investment objective is to provide long-term growth of capital.
Provider:
Capital Group
Asset Class:
Equity
Style:
Active
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
International
Series Type:
Capital Group
Min. Investment:
$100,000
Management Fee:
.47%
295
•
Capital Group
•
Sleeve
Capital Group U.S. Conservative Growth & Income SMA
The strategy strives for the balanced accomplishment of three objectives: current income, growth of capital and conservation of principal.
Provider:
Capital Group
Asset Class:
Blend
Style:
Active
Cap Size:
Broad
Risk Level:
Conservative
Geography:
U.S.
Series Type:
Capital Group
Min. Investment:
$100,000
Management Fee:
.43%
296
•
Capital Group
•
Sleeve
Capital Group U.S. Core SMA
The strategy’s investment objective is to achieve long-term growth of capital and income.
Provider:
Capital Group
Asset Class:
Blend
Style:
Active
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Capital Group
Min. Investment:
$100,000
Management Fee:
.43%
297
•
Capital Group
•
Sleeve
Capital Group U.S. Equity SMA
The strategy seeks to provide prudent growth of capital and conservation of principal.
Provider:
Capital Group
Asset Class:
Blend
Style:
Active
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Capital Group
Min. Investment:
$100,000
Management Fee:
.43%
298
•
Capital Group
•
Sleeve
Capital Group U.S. Flexible Growth SMA
The strategy’s investment objective is to provide growth of capital.
Provider:
Capital Group
Asset Class:
Blend
Style:
Active
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Capital Group
Min. Investment:
$100,000
Management Fee:
.43%
299
•
Capital Group
•
Sleeve
Capital Group U.S. Flexible Growth & Income SMA
The strategy’s investment objective is to achieve long-term growth of capital and income.
Provider:
Capital Group
Asset Class:
Blend
Style:
Active
Cap Size:
Broad
Risk Level:
Aggressive
Geography:
U.S.
Series Type:
Capital Group
Min. Investment:
$100,000
Management Fee:
.43%
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