ETF WHITE PAPERS

ETFs - Overview of Zacks Global Multi-Asset Income Index™

Zacks Investment Research has created the Zacks Global Multi-Asset Income Index, the first yield oriented index to combine global equities, Global REITs, US preferred stocks, US master limited partnerships (MLPs), US and Canadian income trusts and US closed-end funds.

Using ETFs: A Valuable Resource for Financial Advisors

Exchange-traded funds, also known as ETFs, offer a variety of benefits for investors and for financial advisors, including an efficient means of asset allocation, tax management, risk management and cash management.

ETFs: Their History and an Overview of Potential Benefits

Exchange-traded funds, also known as ETFs, are one of the fastest growing investment products in today’s global marketplace. They are built like mutual funds but trade like individual stocks on major stock exchanges and can be bought or sold throughout the trading day.

ETFs: A Low-Cost and Tax-Efficient Investment Solution

The ultimate return of any investment is not what is earned, but what is kept after expenses and taxes. Taxable capital gains distributions and high expense ratios can erode the gains of even the best investment product. The structure of an exchanged-traded fund can help limit expenses and taxable gains. Since ETFs typically have less portfolio turnover than actively managed mutual funds, ETFs generally make substantially lower capital gains distributions compared with mutual funds over time.

ETFs: A Liquid Investment Solution

Exchange-traded funds, also known as ETFs, offer a variety of benefits to investors including a high level of liquidity and transparency of holdings. ETFs are built like mutual funds but trade like individual stocks on major stock exchanges and can be bought or sold throughout the trading day.