Zacks

With an average asset-weighted tenure of eight years among the longest-tenured managers at Zacks, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. Zacks fails to showcase longevity across its product shelf, as evidenced by its five-year success ratio. Over this time period, only 0% of its roster has been able to both survive and beat its respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. Zacks has had high portfolio management turnover over the past five years compared with peers, detracting from its rating, as long-term stability tends to go together with positive results.