![]() No other fees, commissions, charges, expenses, or market losses will be refunded. You will receive a refund to your Participating Service account(s) within approximately four weeks of your request. Zacks Advantage customers may participate in the Advantage Pledge one time per lifetime, even if they participate in multiple accounts.The program fee is a percentage of the eligible assets in your Service account(s). After the first year of advisory service participation, the Advantage Pledge is no longer applicable. Customers should make Advantage Pledge refund requests by in writing by emailing Requests for refunds must be requested and received within 30 days after the first anniversary of opening the account to be eligible. If at any time or for any reason you are not completely satisfied with a the Zacks Advantage automated advisory service within the first year, at your request, Zacks Advantage, fully owned and operated by Zacks Investment Management, will refund the associated program fee up until the end of the first year of advisory service participation. The Advantage Pledge does not apply to any other accounts managed by Zacks Investment Management or its affiliates, this program is exclusive to the Zacks Advantage platform and customers of the Zacks Advantage automated advisory service, a service owned and operated by Zacks Investment Management. The Advantage Pledge applies to the following investment advisory services and associated program fees: (i) Zacks Advantage Automated Advisory Accounts. Zacks Advantage "Advantage Pledge" Terms and Conditions At this point, the top ten performers for the latest 10 year period ending Decembecome the PSN Top Guns Manager of the Decade. įor ten year period ending December 31, 2011, PSN Manager of the Decade products, must have an R-Squared of 0.80 relative to the style benchmark, have returns greater than the style benchmarks and also Standard Deviation less than the style benchmark. For complete details of this ranking, including criteria and methodology, visit. Zacks Advantage was ranked “Best” for Total Portfolio and Equity performance for Q4 2019 Robo Report published by Backend Benchmarking. Neither Zacks Investment Management nor Zacks Investment Research had any influence of the process Morningstar used to determine this ranking. ![]() Neither Zacks Investment Management nor Zacks Investment Research has any affiliation with Morningstar. ![]() Other managers included in universe by Morningstar may exhibit style drift when compared to Zacks Investment Portfolios. the indicated universe rounded up to the nearest whole percentile. The percentile ranking for each of Zacks Strategy is based on gross comparison for Zacks Strategies vs. ![]() The Morningstar Universes used for comparative analysis are constructed by Morningstar (median performance) and data is provided to Zacks by Zepher Style Advisor. Zacks Advantage was ranked “Best” for Equity performance for Q4 2019 Robo Report published by Backend Benchmarking. ![]()
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