ZINCZacks Income ETF

Seeks to provide current income as well as long-term capital appreciation.

Annual Cost

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Fund Size

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Return (1Y)Goal

N/A

Track Record

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Classification

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

Objective: Seeks to provide current income as well as long-term capital appreciation.
Strategy: Actively manages an ETF investing primarily in income-producing securities, focusing on large-cap companies in the financial services sector. Uses a proprietary quantitative model to evaluate dividend yield, earnings, cash flows, and competitive position. The portfolio is rebalanced monthly, but may adjust more frequently based on market events or corporate actions. Investments may include ADRs, REITs, MLPs, and foreign stocks, with at least 80% of total assets in income-producing securities.