There is insufficient data to calculate a profile for ZACKS INVESTMENT MANAGEMENT. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.


Zacks Investment Management is an investment advisor that manages 3.4 BN dollars in regulatory AUM and has 78 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ZACKS INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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ZACKS INVESTMENT Founders and Key Employees

Name Title In Position Since
Benjamin L. Zacks President September-1991
Leonard H. Zacks Director February-1995
Frank C. Lanza Chief Compliance Officer September-2008

ZACKS INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

ZACKS INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss)
 Item 17 (Voting Client Securities)

Client Information Provided to Portfolio Managers

As previously mentioned, ZIM is the only portfolio manager offered in the ZIM Wrap Program. Therefore, ZIM does not share information with other portfolio managers in a manner that may be typical for most other wrap fee programs in the investment industry (i.e. there are no other portfolio managers on a “platform” in this program). However, should ZIM invest ZIM Wrap Program client assets in a mutual fund or ETF, ZIM may need to share certain current client information (i.e. account number, name, address) with the mutual fund or ETF manager, as necessary, in order for ZIM to transact in and maintain the investment on behalf of the client. In these cases, ZIM intends to comply with the written privacy policies and procedures we have adopted and implemented. For a summary of the information provided by...
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ZACKS INVESTMENT Portfolio Concentration


ZACKS INVESTMENT Contact Information

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