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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.94% per year. These returns cover a period from January 1, 1988 through June 1, 2026. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
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VWUSX
VWUSX focuses on large-cap U.S. companies with above-average earnings growth potential, making it well-positioned in a macroeconomic environment characterized by steady economic expansion and low interest rates. By prioritizing stocks with reasonable valuations relative to growth expectations, VWUSX aligns with a growth-oriented investment strategy. However, its concentration in the ten largest holdings may heighten risk during market downturns. The fund’s reliance on multiple advisors adds a layer of strategic diversity, allowing for adaptability amidst shifting market dynamics.