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 2025 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 +23.75% per year. These returns cover a period from January 1, 1988 through July 7, 2025. 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.
Zacks News
Legg Mason's (LM) Q2 Earnings Beat Estimates, Revenues Down
by Zacks Equity Research
Legg Mason's (LM) second-quarter fiscal 2020 (ended Sep 30) earnings reflect lower revenues, reduced expenses and rise in assets under management (AUM).
Franklin's (BEN) Q4 Earnings Miss Estimates, AUM Declines
by Zacks Equity Research
Franklin's (BEN) fourth-quarter fiscal 2019 earnings highlight escalating expenses, lower revenues and overall net outflows.
Will Net Outflows Dampen Franklin's (BEN) Q4 Earnings?
by Zacks Equity Research
Franklin's (BEN) Q4 results will likely reflect favorable impact of solid market performance during the July-September period, partly muted by overall net outflows.
T. Rowe Price (TROW) Q3 Earnings Top Estimates, AUM Escalates
by Zacks Equity Research
T. Rowe Price's (TROW) Q3 results reflect higher assets under management (AUM) and revenues, partly offset by elevated expenses.
Is Deep Value ETF (DVP) a Strong ETF Right Now?
by Zacks Equity Research
Smart Beta ETF report for DVP
Analysts Estimate Franklin Resources (BEN) to Report a Decline in Earnings: What to Look Out for
by Zacks Equity Research
Franklin Resources (BEN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Franklin Resources' September AUM Jumps on Net Market Gains
by Zacks Equity Research
Given the rise in Franklin Resources' (BEN) assets under management, revenues are expected to increase in the quarters ahead.
Cohen & Steers September AUM Up on Market Gains & Inflows
by Zacks Equity Research
Rise in assets under management is likely to support Cohen & Steers' (CNS) financials going forward.
T. Rowe Price Reports 1.8% Sequential Decline in August AUM
by Zacks Equity Research
T. Rowe Price's (TROW) preliminary assets under management (AUM) of $1.12 trillion for August 2019 reflect 1.8% decrease from the prior month.
Lazard (LAZ) August 2019 AUM Declines on Overall Net Outflows
by Zacks Equity Research
Lazard's (LAZ) preliminary assets under management (AUM) of $228.8 billion for August 2019 reflect 2.6% fall from the prior month.
Victory Capital (VCTR) August AUM Down on Lower Equity Assets
by Zacks Equity Research
Victory Capital's (VCTR) August 2019 AUM declines 1.9% from the previous month.
Legg Mason's August AUM Down on Outflows in Liquid Assets
by Zacks Equity Research
Decline in assets under management owing to outflows is likely to hurt Legg Mason's (LM) revenue growth to some extent.
Invesco August AUM Down on Weak Market & Negative FX Movement
by Zacks Equity Research
Invesco's (IVZ) preliminary assets under management (AUM) of $1,175.1 billion for August down 2% from the prior month, affected by unfavorable market returns and foreign-exchange movements.
AllianceBernstein (AB) August AUM Increases on Net Inflows
by Zacks Equity Research
Given the rise in AllianceBernstein's (AB) assets under management, revenues are expected to increase in the quarters ahead.
Cohen & Steers August AUM Up on Market Appreciation, Inflows
by Zacks Equity Research
Improving assets under management balance is likely to support Cohen & Steers' (CNS) revenues in the quarters ahead.
Franklin Resources' (BEN) August AUM Descends on Net Outflows
by Zacks Equity Research
Franklin Resources' (BEN) preliminary assets under management (AUM) of $690.6 billion for August slipped 2.7% from the prior month, affected by net outflows.
Franklin (BEN) Reflects Cost-Control Benefits: Time to Hold?
by Priti Dhanuka
Franklin Resources (BEN) appears to be a promising bet, riding on robust fundamentals and long-term growth opportunities.
Why Is Franklin Resources (BEN) Down 20.3% Since Last Earnings Report?
by Zacks Equity Research
Franklin Resources (BEN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
AllianceBernstein (AB) July AUM Rises on Market Appreciation
by Zacks Equity Research
Given the rise in AllianceBernstein's (AB) assets under management, revenues are expected to improve in the quarters ahead.
Legg Mason AUM Rises in July, Fixed Income Inflows Recorded
by Zacks Equity Research
Legg Mason's (LM) assets under management (AUM) inch up in July, supported by increase in alternative and fixed income AUM.
Lazard's (LAZ) July 2019 AUM Declines on Overall Net Outflows
by Zacks Equity Research
Lazard's (LAZ) preliminary assets under management (AUM) of $234.8 billion for July 2019 reflect 1.1% fall from the prior month.
Invesco's (IVZ) July AUM Rises on Higher Money Market Assets
by Zacks Equity Research
Rise in assets under management will support Invesco's (IVZ) revenues in the quarters ahead.
Franklin Resources' (BEN) July AUM Descends on Net Outflows
by Zacks Equity Research
Franklin Resources' (BEN) preliminary assets under management (AUM) of $709.5 billion for July slip marginally from the prior month, unfavorably impacted by net outflows.
Cohen & Steers July AUM Increases on Market Appreciation
by Zacks Equity Research
Cohen & Steers (CNS) witnesses 1.2% growth in preliminary assets under management for July 2019.
Legg Mason's (LM) Q1 Earnings Beat Estimates, Costs Down
by Zacks Equity Research
Legg Mason's (LM) first-quarter fiscal 2020 (ended Jun 30) earnings reflect lower revenues, reduced expenses and rise in assets under management (AUM).