Introducing the Zacks Micro Cap Index™

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Investing in Micro Caps

Semi-Active versus Passive Strategies

Introducing the Zacks Micro Cap Index™

Key Points:

Micro caps have outperformed all other capitalizations over the last five years and over the long term.
Consequently, since micro cap stocks have a low correlation to the market, adding a micro cap allocation to a portfolio can significantly improve risk adjusted returns.
Until now, micro cap investment options have been limited to individual stocks, a dozen mutual funds and some hedge funds.
Zacks Investment Research has developed a proprietary model to strategically select the stocks within the micro cap universe to create the Zacks Micro Cap Index™. Zacks believes that this semi-active Index will outperform passive micro cap strategies and enhance risk adjusted returns for diversified portfolios.
Zacks has licensed its Micro Cap Index to PowerShares Capital Management for the creation of an Exchange Traded Fund (ETF) that we believe will offer investors a new and significantly better way to invest in micro caps.

Learn more about the Zacks Micro Cap Index
A Semi-Active Index Designed For Investment

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Disclosure: Copyright © 2005, Zacks Investment Research. All Rights Reserved.
The Indices presented are for comparative purposes only and an investor cannot invest directly in an Index. The Zacks Micro Cap Index™ is designed to identify companies from the universe of micro cap stocks with potentially superior risk-return profiles as determined by Zacks Investment Research. The Zacks Micro Cap Index™ is an approximately equal-dollar weighted index (subject to modification), comprised of the between 300 and 500 stocks selected quarterly from a universe of the smallest U.S. listed companies by market capitalization. Throughout this report different dates have been used in graphs and charts. Chosen dates reflect the maximum overlapping period of data for each component of the chart. Charts produced using StyleAdvisor by Zacks Investment Research & Management. The S&P 500 Index is a well-known, unmanaged index of the prices of 500 large-company common stocks, mainly blue-chip stocks, selected by Standard & Poor's. The S&P 500 Index assumes reinvestment of dividends but does not reflect advisory fees. The Russell Microcap Index is a capitalization based, unmanaged index of the prices of 2,000 micro cap stocks selected by the Frank Russell corporation. The Russell Microcap Index assumes reinvestment of dividends but does not reflect advisory fees. The Wilshire Indices presented herein are capitalization based, unmanaged indexes of the prices of securities within the defined capitalization range as defined by Wilshire Associates. The Wilshire Indices assume the reinvestment of dividends but do not reflect advisory fees. An investor cannot invest directly in an index. Zacks Investment Research's only relationship to PowerShares is Zacks' licensing to PowerShares certain Zacks trademarks, Indexes and trade names, which is composed by Zacks without regard to PowerShares, any product or any investor. The Zacks Micro Cap Index™ was created by, and is a trademark of, Zacks Investment Research and has been licensed for use by the American Stock Exchange LLC. Index Products traded on the Amex that are based on the Index are not sponsored by Zacks and Zacks does not guarantee the accuracy or completeness of the Index, or the results to be obtained by any person from the use of the Index or the trading of Index Provider Index products.