Zacks Trust
About this Fund
Zacks Trust is a renowned mutual fund company that has been a cornerstone of the asset management industry, providing investors with a wide range of investment solutions to cater to their diverse financial goals. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, allowing investors to create a well-diversified portfolio that aligns with their risk tolerance and investment objectives. Whether investors are seeking long-term growth, regular income, or capital preservation, Zacks Trust has a mutual fund that can help them achieve their financial aspirations. The company's investment approach is centered on a rigorous research-driven process, leveraging the expertise of experienced portfolio managers who employ a combination of quantitative and qualitative techniques to identify attractive investment opportunities. For investors who prefer a disciplined and regular investment approach, Zacks Trust offers a systematic investment plan (SIP) that enables them to invest a fixed amount of money at regular intervals, providing a convenient and affordable way to build wealth over time. The company's investor-centric approach is designed to provide investors with a seamless and transparent investment experience, backed by a robust customer service platform that offers timely and personalized support. Zacks Trust's key strengths lie in its ability to deliver consistent long-term performance, its commitment to transparency and accountability, and its dedication to fostering long-term relationships with its investors. As a trusted partner in the investment journey, Zacks Trust has earned the confidence of thousands of investors who appreciate the company's unwavering commitment to helping them achieve their financial goals. With a legacy of expertise and a passion for delivering exceptional investment solutions, Zacks Trust continues to be a preferred choice for investors seeking a reliable and experienced mutual fund company to manage their wealth. By leveraging its extensive knowledge and experience in asset management, the company is well-positioned to navigate complex market conditions, identify emerging trends, and capitalize on new investment opportunities, thereby providing its investors with a competitive edge in the pursuit of their financial objectives. Zacks Trust's comprehensive range of mutual funds is designed to cater to the diverse needs of its investors, from conservative investors seeking regular income to aggressive investors pursuing long-term growth. The company's equity funds, for instance, offer investors the opportunity to participate in the growth potential of the stock market, while its debt funds provide a relatively stable source of income with lower volatility. Hybrid funds, on the other hand, combine the benefits of equity and debt investments, offering a balanced portfolio that can help investors mitigate risk while pursuing growth. With a strong emphasis on risk management and portfolio diversification, Zacks Trust's investment team works tirelessly to ensure that its mutual funds are aligned with the company's core investment principles, which prioritize the preservation of capital, the generation of consistent returns, and the minimization of risk. By entrusting their investments to Zacks Trust, investors can benefit from the company's extensive expertise, its rigorous investment process, and its unwavering commitment to helping them achieve their financial goals, whether they are saving for retirement, a down payment on a house, or a child's education. As a trusted and experienced mutual fund company, Zacks Trust is dedicated to delivering exceptional investment solutions, outstanding customer service, and unparalleled value to its investors, thereby fostering long-term relationships built on trust, confidence, and mutual respect.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | SPOT Spotify Technology S.A. Since 2026-05-10 | L8681T102 | Equity (Common) |
0.15%
|
$0.11 | 213 |
| 2 | HSBC HSBC Holdings PLC Since 2026-05-10 | G4634U169 | Equity (Common) |
2.35%
|
$1.66 | 88,616 |
| 3 | DEO Diageo PLC Since 2026-05-10 | G42089113 | Equity (Common) |
0.17%
|
$0.12 | 5,511 |
| 4 | STM STMicroelectronics N.V. Since 2026-05-10 | N83574108 | Equity (Common) |
0.16%
|
$0.11 | 3,306 |
| 5 | AZN AstraZeneca PLC Since 2026-05-10 | G0593M107 | Equity (Common) |
1.35%
|
$0.95 | 4,552 |
| 6 | TTE TotalEnergies SE Since 2026-05-10 | F92124100 | Equity (Common) |
0.55%
|
$0.39 | 4,917 |
| 7 | MT ArcelorMittal S.A. Since 2026-05-10 | L0302D210 | Equity (Common) |
0.87%
|
$0.61 | 9,360 |
| 8 | NVO Novo Nordisk A/S Since 2026-05-10 | K72807140 | Equity (Common) |
0.37%
|
$0.26 | 6,962 |
| 9 | ASML ASML Holding N.V. Since 2026-05-10 | N07059202 | Equity (Common) |
2.95%
|
$2.09 | 1,434 |
| 10 | NVS Novartis AG Since 2026-05-10 | H5820Q150 | Equity (Common) |
1.38%
|
$0.98 | 5,773 |
| 11 | SNN Smith & Nephew PLC Since 2026-05-10 | G82343164 | Equity (Common) |
0.16%
|
$0.12 | 6,240 |
| 12 | AER AerCap Holdings N.V. Since 2026-05-10 | N00985106 | Equity (Common) |
0.21%
|
$0.15 | 1,001 |