AdvisoryWorld provides you with information, products, and services on various AdvisoryWorld websites or applications (“AdvisoryWorld Resources”). The AdvisoryWorld Resources may contain or display data, content, information, or applications provided by third-party suppliers that are not affiliated with AdvisoryWorld (“Third-Party Content”). AdvisoryWorld disclaims any responsibility for Third-Party Content on the AdvisoryWorld Resources, and makes no guarantee as to the completeness or accuracy of Third-Party Content. Third-Party Content is protected by copyright under U.S. and international laws and is owned or licensed by the third-party providers.
In addition to AdvisoryWorld’s end-user license agreement, users must comply with the terms of our third-party suppliers regarding the use of their content in the AdvisoryWorld Resources. Users may also be responsible for fees associated with Third-Party Content.



Copyright (c) 1978-(Present) by ZACKS Investment Research, Inc. (“ZACKS”) . The information, data, analyses and opinions contained herein (1) includes the confidential, and proprietary information of ZACKS, (2) may not be copied or redistributed, for any purpose, (a) does not constitute investment advice offered by ZACKS, (4) are provided solely for informational purposes, and (5) are not warranted or represented to be correct, complete, accurate or timely. ZACKS shall not be responsible for investment decisions, damages or other losses resulting from, or related to, use of this information, data, analyses or opinions. Past. performance is no guarantee of future performance. ZACKS is not affiliated with AdvisoryWorld.



You shall not, (i) download substantial extracts of Lipper data feed information in hard copy or electronic form, or (ii) further redistribute Lipper data feed information.


Standard & Poor’s

Neither AdvisoryWorld, S&P, their affiliates nor any third-party licensor shall have any liability for the accuracy or completeness of the information or software furnished by or on behalf of S&P through the AdvisoryWorld Resources, or for delays, interruptions or omissions therein nor for any lost profits, indirect, special or consequential damages;

Either AdvisoryWorld, S&P, their affiliates or third-party licensors have exclusive proprietary rights in any information and software received;

You shall not use or permit anyone to use the information or software provided by or on behalf of S&P through the AdvisoryWorld Resources Service for any unlawful or unauthorized purpose;

You are not authorized or permitted to furnish such information or software to any person or firm for reuse or retransmission without prior written approval of the source of such information or software;

Access to the S&P services is subject to termination in the event that any agreement between you and a provider of information or software distributed through the AdvisoryWorld Resources is terminated in accordance with its terms; and

The use of the S&P services by you will be for your internal use for business purposes.



“®2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar Inc. and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.  For more information, see also:

You may utilize the Morningstar data within the AdvisoryWorld Resources only as described herein.  You are able to create reports as part of the portfolio, investment analysis, and proposal generation functions within the AdvisoryWorld Resources. You shall have no other rights with respect to the Morningstar data, including, without limitation, any right to otherwise use the Morningstar data, to reformat or otherwise create derivative works or subsets of data based on the Morningstar data, or to otherwise distribute or disclose the Morningstar data, directly or indirectly, to third parties except as allowed herein.

You may not export the Morningstar data from the AdvisoryWorld Resources.

AdvisoryWorld Resources output containing Morningstar data created by you may only be distributed if all of the following conditions are met:

  1. AdvisoryWorld Resources output must be incorporated in added-value reports or presentations, either of which are part of the regular services offered by AdvisoryWorld and not as stand-alone product. This includes internal use at you and ad hoc use with your clients as part of your role as financial advisor to such client.
  2. AdvisoryWorld Resources output may not be used as part of a general mailing or included in external websites or other mass communication vehicles or formats. including, but not limited to,
  3. In no event may AdvisoryWorld Resources output be resold by you.

You agree that the distribution of any AdvisoryWorld Resources output that does not meet all of the conditions set forth above will require the express prior written consent of Morningstar, and the payment of additional fees or royalties to be determined in Morningstar’s sole discretion according to Morningstar’s then current rates for reprints and/or data licensing.