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New Account Application Do not use this form for IRA accounts.Please refer to the Funds prospectus for minimum investment amounts and subsequent investment requirements. www.zacksfunds.com If you

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What is zacks funds - new?

Zacks Funds - New refers to newly established investment funds that are assessed and rated by Zacks Investment Research, focusing on different investment strategies.

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Investment managers and financial institutions that establish new funds must file Zacks Funds - New to provide necessary information for assessment and compliance.

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To fill out Zacks Funds - New, complete the provided forms with required details about the fund's strategy, management, fees, and other financial metrics as specified by Zacks.

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The purpose of Zacks Funds - New is to evaluate and provide transparency regarding new investment funds for investors, helping them make informed decisions.

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Required information includes the fund's investment objective, performance metrics, risk factors, fee structures, and management team details.

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