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Knowing Your Net Worth is Critical to Your Financial Health

Calculating your net worth is an important part of knowing where you stand financially, relative to your long-term goals and objectives. In this guide, we help you learn where you are on your path to living the retirement you envision. It includes:

  • How to calculate your net worth
  • Net worth worksheet
  • Comparing your net worth to other households
  • Strategies to grow your net worth
  • Risks that can negatively affect your net worth

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Just a Quick Word About Us

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.

Important Disclosures: You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a Summary Prospectus and/or Statutory Prospectus which contains this and other information about the Fund, please visit www.zacksfunds.com or call 1-888-453-4003. Please read the Summary Prospectus and/or Statutory Prospectus carefully before investing.

The value of the securities held by the Fund may fall due to general market and economic conditions. The securities of small-cap companies may be subject to more abrupt or erratic market movements and may have lower trading volumes than securities of larger-sized companies. Although the Fund will limit its investment in securities of foreign issuers to ADRs and Canadian issuers, the Fund’s investments in non-U.S. issuers may involve unique risks compared to investing in securities of U.S. issuers. Adverse political, economic or social developments could undermine the value of the Fund’s investments or prevent the Fund from realizing the full value of its investments. Dividend payments the Fund receives in respect of its portfolio securities can vary widely over the short and long term.

The Zacks Small-Cap Core Fund is distributed by IMST Distributors, LLC.