Are you leaving returns on the table?
2023 marked a significant milestone in the investing world: For the first time, U.S. investors put more total assets into passive mutual funds and ETFs compared to actively managed counterparts.1
Why is this important? On one hand, passive investing is straightforward—you literally own a microcosm of the index, sector, or whatever the ETF or mutual fund covers.
On the other hand, with passive investing you miss out on valuable advantages—potential alpha capture, tax loss harvesting, greater ability to manage risk and more.
If you have $500,000 or more to invest, get our free 4 Benefits of Active Management guide. You'll gain an overview of the most important reasons you may want to consider an active strategy, including:
- The opportunity to invest in stocks with strong fundamentals
- The ability to realize losses for tax purposes
- The power to customize around legacy positions and specific objectives
- The freedom to avoid skewed, often top-heavy weightings and concentration risk
If you have $500,000 or more, fill out the form to get your free report today!
A Quick Word About Zacks
Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios with many top-rated strategies by Morningstar.*
* These ratings were awarded by Morningstar on 10/1/2024 in respect of the period from strategy inception to 9/30/2024 (Inception Dates: All Cap- 2/1/1995, Focus Growth- 2/1/2003, Dividend- 4/1/2004, Mid and Small Cap- 5/1/2009). We do not compensate Morningstar to obtain this rating. However, we pay compensation to Morningstar to use their logo in connection with advertising this rating. Please see full disclosure at end of this document.

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