This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.
Copyright 2026 Zacks Investment Research | 101 N Wacker Drive, Floor 15, Chicago, IL 60606
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 July 6, 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.
Visit Performance Disclosure for information about the performance numbers displayed above.
Visit www.zacksdata.com to get our data and content for your mobile app or website.
Real time prices by BATS. Delayed quotes by Sungard.
NYSE and AMEX data is at least 20 minutes delayed. NASDAQ data is at least 15 minutes delayed.
This site is protected by reCAPTCHA and the Google Privacy Policy, DMCA Policy and Terms of Service apply.
View the Zacks #1 Rank List
asset-allocation: Archive
Zacks December View on Equity Markets
by John Blank
Looking for Xmas shopping-related stock investing ideas? Learn more about the top Consumer Discretionary stocks inside Zacks industry groups.
asset-allocation
ZRS Chart of the Month & More
by John Blank
Info Tech (10.87) is overpriced, at rich valuations. Factor in the tech mega-caps. Other Bulls? Note positive P/E differences on the following...
asset-allocation
December Asset Allocation Guidelines
by John Blank
5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.
asset-allocation
International: Update on Global Regions
by John Blank
Internationally, the largest individual countries by total revenue percentage included China (4.3%), Japan (2.6%) and the U.K. (2.5%).
asset-allocation
December Sell-Side and Buy-Side: Consensus at a Glance
by John Blank
The "Equity Risk Premium" (ERP) is an excess return the overall stock market provides above a risk-free fixed income rate. This excess return compensates investors for taking on the relatively higher risk of equities.
asset-allocation
November Asset Allocation Guidelines
by John Blank
The latest October 2023 data shows indexes with style upside. Highest returns come with the small-cap growth model return. Value lags considerably.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech (8.26) is overpriced, at rich valuations. Factor out mega-caps, perhaps. Bull groups? Note positive P/E differences on Materials (0.50) and Health Care (0.38).
asset-allocation
November Sell-Side & Buy-Side - Consensus at a Glance
by John Blank
On Oct. 27th, 2023, FactSet "Bottoms-up" consensus, going 12 months out? This outside consensus was for 5,082.
asset-allocation
International: Update on Global Regions
by John Blank
Many U.S. corporations have a global presence, with assets and revenues in or from foreign countries. Therefore, certain global events can have a material effect on S&P 500 companies and overall index performance.
asset-allocation
Zacks November View on Equity Markets
by John Blank
Looking for relatively stable, lower stock market beta, income investing ideas? You may want to learn more about top Consumer Staples stocks.
asset-allocation