CCZIWX Zacks Income Advantage Strategy Portfolio


The Zacks Trust seeks to provide current income with the potential for capital appreciation.

Strategy Description

The Zacks Income Advantage Strategy utilizes a quantitative selection process developed by Zacks Investment Management (“ZIM”) to determine the constituents of a final portfolio.

The trust is split into five different asset segments: master limited partnerships (“MLPs”), real estate investment trusts (“REITs”), stocks of oil and energy companies that, according to their most recent Form 10-K filing with the Securities and Exchange Commission, derive the largest percentage of their total revenues from the oil and energy sector (“Oil & Energy Companies”), closed-end investment companies (“Closed-End Funds”), and high-yielding common stocks/American Depositary Receipts (“ADRs”).

Summary Data

Label Value
Series Series 48
Asset Class
Investment Strategy/Goal
Investment Type/Style