Seeking Diversification and Growth? Explore Zacks Core ETF Models!

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Looking to build a diversified portfolio for long-term capital appreciation?

Zacks Investment Management offers the Zacks Core ETF models, leveraging over three decades of experience and cutting-edge research. These models prioritize passive investment strategies by utilizing carefully selected third-party ETFs to achieve broad diversification and cost efficiency. The Core ETF models invest in a mix of domestic and international equities, aiming for capital appreciation and dividend income. Additionally, they incorporate fixed income ETFs to reduce volatility and provide a steady income stream, making them a robust option for long-term growth and stability. The six portfolios—ranging from ultra-aggressive to conservative—cater to various risk tolerances and return objectives.

Key features of the Zacks Core ETF models:

  • Cost-Effective: The combination of model strategist fee and ETF expense ratios is currently under 0.30%, providing cost efficiency.
  • Diversification: Gain exposure to various asset classes through a curated selection of ETFs, providing a well-balanced portfolio designed to mitigate risk and enhance potential returns.
  • Proven Track Record: The Core ETF models have a long track record and utilize established, third-party ETFs with long histories, seeking greater stability and predictability.
  • Active Oversight: Zacks leverages its proprietary ETF Ranking System targeting best-in-class funds within each asset class.

Conclusion:

For investors seeking a diversified, cost-effective, and long-term growth strategy, the Zacks Core ETF models offer a compelling option. With focus on established ETFs, lower costs, and active selection through the Zacks ETF Ranking System, these models can be a solid foundation for your investment journey.

Caution: Be careful to differentiate in the Freedom Advisors platform between the above Zacks Core ETF models and the more recently launched Zacks Active ETF models.

 

 

The representations and opinions of Zacks Investment Management herein are their own and are not the opinions or views of Freedom Advisors. The information is believed to be reliable but is neither guaranteed by Freedom Advisors nor any of its affiliates. Freedom Advisors and Zacks Investment Management are not affiliated. This document and the information contained herein is intended for informational purposes only. It does not constitute investment advice or a recommendation with respect to investment. Investing in any strategy should only occur after consulting with a financial advisor. Freedom Advisors does not provide tax or legal advice.

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