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Disclosure Documents

  • Privacy Policy & Terms of Service
  • Zacks Form CRS – June 30, 2020
  • Form ADV Part 2A & 2B

Disclosure Documents

  • Privacy Policy & Terms of Service
  • Zacks Form CRS - June 30, 2020
  • Form ADV Part 2A & 2B

Mitch on the Markets Newsletter

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Zacks Investment Blog

Financial Professionals, Mitch on the Markets | April 12, 2021

The Perils of ‘Get Rich Quick’ Investment Ideas

Financial Professionals, Mitch on the Markets | April 5, 2021

3 Lessons From the 2020 Bear Market

Financial Professionals, Mitch on the Markets | March 29, 2021

Will The Massive Stimulus Trigger Inflation?

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PSN RANKING: This information is distributed for informational purposes only; to notify readers of a PSN ranking. The results submitted to PSN portray the performance history for a strategy composite gross of fees, and do not include the deduction of investment advisory fees. An investor’s actual return will be reduced by the advisory fees and any other expenses which may be incurred in the management of an investment advisory account. Upon request, Zacks Investment Management will provide gross and net performance information for the Dividend Rank Strategy. The returns are compared to the Russell 1000 Value. The composite may differ significantly from the securities that comprise the Index. Individual results may differ. PSN and Informa Investment Solutions have no affiliation with Zacks, but rather evaluate investment managers’ performance on an objective basis. Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending DECEMBER 31, 2019. Moreover, products must have returns greater than the style benchmark for the ten-year period ending DECEMBER 31, 2019 and also standard deviation less than the style benchmark for the ten-year period ending DECEMBER 31, 2019. At this point, the top ten performers for the latest ten-year period ending DECEMBER 31, 2019 become the PSN Top Guns Manager of the Decade.


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