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.
retirement-cost: Archive
3 Top-Ranked Dividend Stocks: A Smarter Way to Boost Your Retirement Income - March 12, 2020
by Zacks Equity Research
The traditional approaches to retirement planning are longer covering all expenses in nest egg years. So what can retirees do? Thankfully, there are alternative investments that provide steady, higher-rate income streams to replace dwindling bond yields.
BBYPositive Net Change CPositive Net Change BLKPositive Net Change
401k-contributions dividend dividend-stocks retirement retirement-cost retirement-savings retirement-timeline
Retirees Should Know These 3 Facts About Required Minimum Distributions - March 12, 2020
by Zacks Equity Research
Like many investors, you're likely aiming to build a comfortable nest egg to ensure a comfortable retirement. Make sure you know all about what financial planners dub the accumulation and distribution phases of retirement planning.
CPBPositive Net Change
401k-contributions 401k-plan 401k-withdrawals retirement retirement-cost retirement-timeline
3 Investing Facts About Required Minimum Distributions You Need to Know - March 12, 2020
by Zacks Equity Research
Like many investors, you're likely aiming to build a comfortable nest egg to ensure a comfortable retirement. Make sure you know all about what financial planners dub the accumulation and distribution phases of retirement planning.
COFPositive Net Change
401k-contributions 401k-plan 401k-withdrawals retirement retirement-cost retirement-timeline
Does Your Retirement Portfolio Hold These 3 Mutual Fund Misfires? - March 12, 2020
by Zacks Equity Research
You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio.
JAGTXPositive Net Change ICNEXNegative Net Change GDCFXNegative Net Change MIGMXPositive Net Change TRPSXPositive Net Change CCAMXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Avoid These 3 Mutual Fund Misfires - March 12, 2020
by Zacks Equity Research
You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio.
JMGZXPositive Net Change RGAGXPositive Net Change HULCXPositive Net Change RAMEXPositive Net Change VSOIXPositive Net Change FGOAXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Mutual Fund Misfires of the Market - March 12, 2020
by Zacks Equity Research
Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor.
ELGAXPositive Net Change HIAHXPositive Net Change GDAFXNegative Net Change TWACXPositive Net Change FGROXPositive Net Change MYITXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
3 Mutual Fund Misfires to Avoid - March 12, 2020
by Zacks Equity Research
Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor.
DCGTXPositive Net Change IGNBXNegative Net Change PGSCXPositive Net Change SSPSXNegative Net Change PAGLXPositive Net Change ADPAXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Are You Invested In These 3 Mutual Fund Misfires? - March 12, 2020
by Zacks Equity Research
You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio.
BMRRXPositive Net Change TICRXPositive Net Change DCEMXPositive Net Change DPUAXNegative Net Change ACSKXPositive Net Change JSHCXNo Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Simple Secrets Anyone Can Use to Reach Early Retirement - March 12, 2020
by Zacks Equity Research
Achieving the financial freedom to retire early is a dream for most, but making that dream a reality isn't as tricky as it sounds. If you are willing to make some serious lifestyle changes and sacrifices, it can be possible.
PEPositive Net Change INFYPositive Net Change FFICPositive Net Change
401k-contributions 401k-plan retirement retirement-cost retirement-savings retirement-timeline retiring-early
When Does Market Timing Actually Work? - March 11, 2020
by Zacks Equity Research
Is the ability to time the markets more of a data-driven science or a 'gut - feeling' art?
ABPositive Net Change ABRPositive Net Change ABCBPositive Net Change ACBIPositive Net Change ABTXPositive Net Change
401k-contributions 401k-plan best-index-funds best-mutual-funds best-retirement-age index-funds retirement retirement-cost retirement-savings retirement-timeline retiring-early
The Market Timing Secrets No One Talks About - March 11, 2020
by Zacks Equity Research
In the long-run, does consistent market timing really matter to be a successful investor?
IEPPositive Net Change HONPositive Net Change CMHHYNo Net Change BZLFYPositive Net Change BRRAYNo Net Change
401k-contributions 401k-plan best-index-funds best-mutual-funds best-retirement-age index-funds retirement retirement-cost retirement-savings retirement-timeline retiring-early
3 Top Dividend Stocks to Maximize Your Retirement Income - March 11, 2020
by Zacks Equity Research
The traditional approaches to retirement planning are longer covering all expenses in nest egg years. So what can retirees do? Thankfully, there are alternative investments that provide steady, higher-rate income streams to replace dwindling bond yields.
AESPositive Net Change BENPositive Net Change BRKLPositive Net Change
401k-contributions dividend dividend-stocks retirement retirement-cost retirement-savings retirement-timeline
Improve Your Retirement Income with These 3 Top-Ranked Dividend Stocks - March 11, 2020
by Zacks Equity Research
The traditional approaches to retirement planning are longer covering all expenses in nest egg years. So what can retirees do? Thankfully, there are alternative investments that provide steady, higher-rate income streams to replace dwindling bond yields.
AATPositive Net Change BACPositive Net Change BMYNegative Net Change
401k-contributions dividend dividend-stocks retirement retirement-cost retirement-savings retirement-timeline
Powerful Proof Anyone Can Invest for an Early Retirement - March 11, 2020
by Zacks Equity Research
Achieving the financial freedom to retire early is a dream for most, but making that dream a reality isn't as tricky as it sounds. If you are willing to make some serious lifestyle changes and sacrifices, it can be possible.
PMTPositive Net Change EATNegative Net Change RUTHPositive Net Change
401k-contributions 401k-plan retirement retirement-cost retirement-savings retirement-timeline retiring-early
Want To Retire Early? Learn the Intelligent Investing Secret - March 11, 2020
by Zacks Equity Research
Accomplishing the financial cushion to retire early is a fantasy for most, but bringing that fantasy to reality is not as difficult as it sounds. If you are willing to make some serious lifestyle adjustments, it can be achievable.
RTNPositive Net Change TRPNegative Net Change NRZNegative Net Change
401k-contributions 401k-plan retirement retirement-cost retirement-savings retirement-timeline retiring-early
Avoid These 3 Mutual Fund Misfires - March 11, 2020
by Zacks Equity Research
Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor.
DGYGXPositive Net Change FDTRXPositive Net Change QMNRXNegative Net Change GAMIXPositive Net Change GARBXNegative Net Change MGQSXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
3 Mutual Fund Misfires To Avoid In Your Retirement Portfolio - March 11, 2020
by Zacks Equity Research
Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor.
CLCRXPositive Net Change HWDCXPositive Net Change FZAPXPositive Net Change FXTAXNo Net Change SNWAXPositive Net Change GLNNXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Does Your Retirement Portfolio Hold These 3 Mutual Fund Misfires? - March 11, 2020
by Zacks Equity Research
If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor.
BAFGXPositive Net Change EPASXPositive Net Change MLCPXPositive Net Change MGQIXPositive Net Change FFMRXPositive Net Change FSMLXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Mutual Fund Misfires of the Market - March 11, 2020
by Zacks Equity Research
Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor.
CCSMXPositive Net Change FMIAXNegative Net Change SEIAXPositive Net Change SNWCXPositive Net Change PBLAXPositive Net Change VEVRXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
3 Mutual Fund Misfires to Avoid - March 11, 2020
by Zacks Equity Research
If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor.
BDSIXPositive Net Change QSPRXNegative Net Change MKNAXNo Net Change MGTSXPositive Net Change CNRWXPositive Net Change GMIFXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Retirees Should Know These 3 Facts About Required Minimum Distributions - March 10, 2020
by Zacks Equity Research
Like many investors, you're likely aiming to build a comfortable nest egg to ensure a comfortable retirement. Make sure you know all about what financial planners dub the accumulation and distribution phases of retirement planning.
ABCPositive Net Change
401k-contributions 401k-plan 401k-withdrawals retirement retirement-cost retirement-timeline
Signs That Your Trading Will Ruin Your Retirement - March 10, 2020
by Zacks Equity Research
Achieving your retirement goals takes a much different investing approach than regular stock trading, from smartly managing risk to keeping emotions in check.
TRPNegative Net Change DRIPositive Net Change HCKTPositive Net Change
401k-contributions 401k-plan retirement retirement-cost retirement-savings retirement-timeline
How Trading Your Own Retirement Can Fleece Your Financial Future - March 10, 2020
by Zacks Equity Research
From understanding your risk tolerance to maintaining emotional control, achieving your retirement goals takes a much different investing approach than regular stock trading.
LMTNegative Net Change STBAPositive Net Change FFWMPositive Net Change
401k-contributions 401k-plan retirement retirement-cost retirement-savings retirement-timeline
The Keys to Successfully Timing the Markets - March 10, 2020
by Zacks Equity Research
Is the ability to time the markets more of a data-driven science or a 'gut - feeling' art?
TSGPositive Net Change AMCXPositive Net Change AMWDPositive Net Change CNTYNegative Net Change AMCPositive Net Change
401k-contributions 401k-plan best-index-funds best-mutual-funds best-retirement-age index-funds retirement retirement-cost retirement-savings retirement-timeline retiring-early
The Market Timing Secrets No One Talks About - March 10, 2020
by Zacks Equity Research
Have you ever dreamed of being that one in a million investor who has the talent to perfectly time the markets?
ALFVYPositive Net Change GLDDPositive Net Change ASPNPositive Net Change APYPositive Net Change
401k-contributions 401k-plan best-index-funds best-mutual-funds best-retirement-age index-funds retirement retirement-cost retirement-savings retirement-timeline retiring-early