Zacks All-Cap Core Fund

Our strategy

The Zacks All-Cap Core Fund is designed to utilize Zacks' decades of earnings research and ranking model to guide our investment selection. Our process seeks to identify stocks that have received revised upward earnings estimates - before the price has moved higher.

The Fund allocates opportunistically to small-, mid- and large-cap stocks based on the evaluation of earnings related information. Our portfolio managers than incorporate strict risk controls, primarily through diversification at security and sector levels, resulting in a diversified1 all-cap fund that can serve as an ideal tactical allocation in your portfolio.

This primary investment objective is capital appreciation, and may be appropriate for investors seeking high total return potential through a diversified1 stock portfolio.

1A diversified portfolio does not protect against possible loss.

An investment in the Fund is subject to risks, and you could lose money on your investment. There can be no assurance that the Fund will achieve their investment objectives. There is a risk that the value of the Fund's' stocks may fall due to general market and economic conditions and perceptions regarding the industries and or companies in which the Fund is invested.

The Fund is new and has a limited history of operations.

The All-Cap Core Fund may invest, without limit, in U.S. dollar denominated securities of foreign issuers and Canadian issuers, which present additional risks not always associated with U.S. stocks. Adverse political, economic or social developments could undermine the value of the Fund's non-U.S. investments. The income received through annual distributions is based primarily on the dividend and interest the Fund earns from its investments. Dividend payments can vary widely and there is no guarantee that they will be paid at all and there is no guarantee that any income paid will be considered "qualified dividend income." As an actively-managed portfolio, the Fund is subject to manager risk.