Zacks All-Cap Core Fund Institutional Class (CZOVX)

Overview

The company operates as an investment fund that targets its investment strategy on both quantitative and qualitative research processes. By leveraging the Zacks Rank, a proprietary model known for its focus on the changing dynamics of company earnings estimates, the fund assesses the attractiveness of a broad range of stocks. This model primarily evaluates stocks based on the evolution of a company's earnings projections, which serves as a cornerstone for the fund's investment decisions. While the fund primarily invests in equity securities of U.S. issuers, it maintains the flexibility to diversify its investments by also considering equity securities of Canadian issuers and American Depository Receipts (ADRs), thereby broadening its investment horizon.

Products and Services

• Equity Securities of U.S. Issuers

  The fund primarily invests in equity securities, such as stocks, of U.S. companies. This encompasses a wide range of sectors and industries, aiming to capitalize on the growth and profitability of U.S. markets. By focusing on U.S. issuers, the fund aims to leverage the dynamic and diverse economic landscape of the United States.

• Equity Securities of Canadian Issuers

  In addition to U.S. securities, the fund explores investment opportunities in Canadian markets by investing in equity securities of Canadian issuers. This strategy allows the fund to tap into the Canadian economy, known for its stability and diverse sectors such as natural resources, technology, and healthcare.

• American Depository Receipts (ADRs)

  To diversify its portfolio further and access global markets, the fund invests in ADRs. ADRs represent shares in foreign companies that are traded on U.S. exchanges. This enables the fund to participate in the growth of international companies while benefiting from the regulatory and reporting standards of the U.S. securities markets.