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.
View All Zacks #1 Ranked Stocks
Zacks News
Federated (FHI) Q3 Earnings Top Estimates, AUM Increases
by Zacks Equity Research
Federated's (FHI) third-quarter 2020 earnings highlight revenue growth, rise in AUM and controlled expenses.
Ameriprise (AMP) Q3 Earnings Beat, Revenues Decline Y/Y
by Zacks Equity Research
Ameriprise (AMP) records a decline in revenues in the third quarter of 2020.
T. Rowe Price (TROW) Q3 Earnings Top Estimates, AUM Rises
by Zacks Equity Research
T. Rowe Price (TROW) third-quarter 2020 earnings highlight revenue growth, rise in AUM, as well as elevated expenses, and overall net outflows.
Waddell & Reed (WDR) Stock Down 1.5% Despite Q3 Earnings Beat
by Zacks Equity Research
Stable expenses and solid cash position support Waddell & Reed's (WDR) Q3 earnings.
Franklin's (BEN) Q4 Earnings Lag Estimates, AUM Rises Y/Y
by Zacks Equity Research
Franklin's (BEN) fourth-quarter fiscal 2020 (ended Sep 30) earnings highlight higher expenses, revenue growth and overall net outflows.
Invesco's (IVZ) Q3 Earnings Beat Estimates, AUM Balance Up
by Zacks Equity Research
Rise in AUM balance and fall in expenses support Invesco's (IVZ) Q3 earnings despite lower revenues.
Affiliated Managers (AMG) Q3 Earnings Beat, AUM Balance Down
by Zacks Equity Research
Decline in expenses supports Affiliated Managers' (AMG) Q3 earnings despite lower revenues and fall in AUM balance.
Cohen & Steers (CNS) Q3 Earnings Beat, Revenues Rise Y/Y
by Zacks Equity Research
Cohen & Steers (CNS) witnesses a rise in revenues along with higher expenses in the third quarter of 2020.
T. Rowe Price (TROW) September AUM Down on Lower Equity Assets
by Zacks Equity Research
T. Rowe Price (TROW) announces preliminary AUM of $1.31 trillion for September, down 2.2% sequentially, mainly due to fall in equity and hybrid assets.
Lazard's (LAZ) September AUM Declines on Market Losses
by Zacks Equity Research
Lazard's (LAZ) preliminary AUM of $227.8 billion for September reflects a decrease of 1.9% from the prior month.
Invesco September AUM Declines on Unfavorable Market Returns
by Zacks Equity Research
Invesco (IVZ) announces preliminary AUM of $1,218.2 billion for September, down 2.2% sequentially mainly on unfavorable market returns and FX decline.
Franklin September AUM Down on Lower Equity & Hybrid Assets
by Zacks Equity Research
Franklin (BEN) announces preliminary AUM by its subsidiaries of $1.42 trillion for September, down 1.6% sequentially.
Here's Why You Should Hold On to Cohen & Steers Stock Now
by Zacks Equity Research
While Cohen & Steers' (CNS) solid growth in revenues and AUM give it a strong footing, rising operating costs remains a woe.
T. Rowe Price (TROW) Sees 4.7% Sequential Rise in August AUM
by Zacks Equity Research
T. Rowe Price's (TROW) preliminary assets under management (AUM) of $1.34 trillion for August reflect a 4.7% increase from the prior month.
Lazard's (LAZ) August AUM Improves on Favorable Market Gains
by Zacks Equity Research
Lazard's (LAZ) preliminary AUM of $232.3 billion for August reflects an increase of 4.4% from the prior month.
Virtus Investment Up as August AUM Rises on Upbeat Market
by Zacks Equity Research
Improvement in AUM balance is likely to further support Virtus Investment's (VRTS) revenues in the upcoming quarters.
Invesco (IVZ) August AUM Up on Favorable Markets, Net Inflows
by Zacks Equity Research
Invesco (IVZ) announces preliminary AUM by its subsidiaries of $1,245.8 billion for August, up 4.2% sequentially on favorable market returns, net inflows and FX.
AllianceBernstein's August AUM Up on Solid Markets & Inflows
by Zacks Equity Research
AllianceBernstein's (AB) preliminary AUM worth $643 million at the end of August rises sequentially primarily on market appreciation and net inflows.
Franklin (BEN) August AUM Up on Higher Equity & Hybrid Assets
by Zacks Equity Research
Franklin (BEN) announces preliminary AUM by its subsidiaries of $1.44 trillion for August, up 0.7% sequentially on higher equity and hybrid assets.
Cohen & Steers' August AUM Up on Solid Markets & Inflows
by Zacks Equity Research
Steadily rising assets under management balance is expected to support Cohen & Steers' (CNS) revenues.
Eaton Vance (EV) Up on Q3 Earnings Beat, AUM Balance Rise
by Zacks Equity Research
Decline in expenses and higher AUM balance support Eaton Vance's (EV) fiscal Q3 results.
Victory Capital's July AUM Improves on Market Appreciation
by Zacks Equity Research
A steady rise in AUM balance is likely to support Victory Capital's (VCTR) revenues, going forward.
T. Rowe Price (TROW) Reports 4.9% Sequential Rise in July AUM
by Zacks Equity Research
T. Rowe Price's (TROW) preliminary assets under management (AUM) of $1.28 trillion for July reflect a 4.9% increase from the prior month.
Lazard's (LAZ) July AUM Improves on Favorable Market Gains
by Zacks Equity Research
Lazard's (LAZ) preliminary AUM of $222.5 billion for July indicates an increase of 3.6% from the prior month.
Franklin (BEN) July AUM Up on Higher Equity & Hybrid Assets
by Zacks Equity Research
Franklin (BEN) announces preliminary AUM by its subsidiaries of $1.43 trillion for July 2020, up 2.9% sequentially on higher equity, fixed-income and hybrid assets.