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
When Does Market Timing Actually Work? - December 31, 2019
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?
ANFNegative Net Change AZOPositive Net Change AANPositive Net Change ARCONegative Net Change ASOMYNo 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
Yes, You Can Time the Market. Find out How - December 31, 2019
by Zacks Equity Research
Is the ability to time the markets more of a data-driven science or a 'gut - feeling' art?
ACIANegative Net Change ACLSNegative Net Change ADSKPositive Net Change ADBEPositive Net Change ACMRNegative 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 Extreme Risks of Trading Your Own Retirement Assets - December 31, 2019
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.
CCNENegative Net Change FDEFPositive Net Change AHHPositive Net Change
401k-contributions 401k-plan retirement retirement-cost retirement-savings retirement-timeline
Signs That Your Trading Will Ruin Your Retirement - December 31, 2019
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.
BANRNegative Net Change FAFPositive Net Change FNFPositive Net Change
401k-contributions 401k-plan retirement retirement-cost retirement-savings retirement-timeline
3 Mutual Fund Misfires to Avoid - December 31, 2019
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.
JDMAXPositive Net Change LCTRXNo Net Change HRLSXNo Net Change SNWCXPositive Net Change RRBGXPositive Net Change MSFAXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Are You Invested In These 3 Mutual Fund Misfires? - December 31, 2019
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.
HBMCXPositive Net Change FIOEXNegative Net Change FXTAXNo Net Change HRLAXNegative Net Change PREFXNegative Net Change MSGLXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Mutual Fund Misfires of the Market - December 31, 2019
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.
GOGFXNegative Net Change MLPOXPositive Net Change HRLRXPositive Net Change SNWAXNegative Net Change TRLGXPositive Net Change MSGSXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Avoid These 3 Mutual Fund Misfires - December 31, 2019
by Zacks Equity Research
If your advisor has you invested in any of these "Mutual Fund Misfires of the Market" with high fees and low returns, you need to rethink your advisor.
ODIIXPositive Net Change EPIBXPositive Net Change FXSAXNegative Net Change ASIZXNegative Net Change PGORXPositive Net Change PMBPXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Does Your Retirement Portfolio Hold These 3 Mutual Fund Misfires? - December 31, 2019
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.
LSSNXPositive Net Change ASIDXNegative Net Change GLIRXNegative Net Change FXMAXNegative Net Change PMBNXPositive Net Change MWOKXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Simple Market Timing Strategies That Work - December 30, 2019
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?
BUDPositive Net Change AGRONegative Net Change IPARNegative Net Change ADMNegative Net Change NBEVNegative 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 - December 30, 2019
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?
CRHKYPositive Net Change CSLNegative Net Change GENegative Net Change DHRPositive Net Change GFFNegative 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
Does Your Retirement Portfolio Hold These 3 Mutual Fund Misfires? - December 30, 2019
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.
HGIYXPositive Net Change QSARXNegative Net Change FFRZXPositive Net Change HIIIXPositive Net Change OTCIXPositive Net Change JENRXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Avoid These 3 Mutual Fund Misfires - December 30, 2019
by Zacks Equity Research
If your advisor has you invested in any of these "Mutual Fund Misfires of the Market" with high fees and low returns, you need to rethink your advisor.
EISTXNegative Net Change INRSXNo Net Change MSLLXNegative Net Change BIGTXPositive Net Change PMBMXNegative Net Change MSSCXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Mutual Fund Misfires of the Market - December 30, 2019
by Zacks Equity Research
If your advisor has you invested in any of these "Mutual Fund Misfires of the Market" with high fees and low returns, you need to rethink your advisor.
DUSLXPositive Net Change LSQAXPositive Net Change HLMOXPositive Net Change MMPIXNegative Net Change WMLIXNegative Net Change SCIRXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
3 Mutual Fund Misfires To Avoid In Your Retirement Portfolio - December 30, 2019
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.
DBMYXPositive Net Change LWHIXPositive Net Change FFRMXPositive Net Change VAPCXNo Net Change MLRSXNegative Net Change SCIOXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
Are You Invested In These 3 Mutual Fund Misfires? - December 30, 2019
by Zacks Equity Research
If your advisor has you invested in any of these "Mutual Fund Misfires of the Market" with high fees and low returns, you need to rethink your advisor.
BTSMXNegative Net Change VAPAXNegative Net Change MXGBXPositive Net Change DSEEXNegative Net Change FMGEXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings
How to Maximize Your Retirement Portfolio with These Top-Ranked Dividend Stocks - December 27, 2019
by Zacks Equity Research
The traditional ways to plan for your retirement may mean income can no longer cover expenses post-employment. But what if there was another option that could provide a steady, reliable source of income in your nest egg years?
LMPositive Net Change NTESNegative Net Change OFCPositive Net Change
401k-contributions dividend dividend-stocks retirement retirement-cost retirement-savings retirement-timeline
3 Top Dividend Stocks to Maximize Your Retirement Income - December 27, 2019
by Zacks Equity Research
The traditional ways to plan for your retirement may mean income can no longer cover expenses post-employment. But what if there was another option that could provide a steady, reliable source of income in your nest egg years?
MFCPositive Net Change NWLNo Net Change PAAPositive Net Change
401k-contributions dividend dividend-stocks retirement retirement-cost retirement-savings retirement-timeline
Simple Market Timing Strategies That Work - December 27, 2019
by Zacks Equity Research
In the long-run, does consistent market timing really matter to be a successful investor?
KINSNegative Net Change MFAPositive Net Change AATPositive Net Change CDRPositive Net Change ACCPositive 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 Truth About Market Timing - December 27, 2019
by Zacks Equity Research
Is the ability to time the markets more of a data-driven science or a 'gut - feeling' art?
PIIPositive Net Change ADNTNegative Net Change ALVNegative Net Change ALSNNegative Net Change AUTOPositive 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
Easy Investing Secrets to an Early Retirement - December 27, 2019
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.
BANRNegative Net Change FAFPositive Net Change FNFPositive Net Change
401k-contributions 401k-plan retirement retirement-cost retirement-savings retirement-timeline retiring-early
Powerful Proof Anyone Can Invest for an Early Retirement - December 27, 2019
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.
AHHPositive Net Change CCNENegative Net Change FDEFPositive Net Change
401k-contributions 401k-plan retirement retirement-cost retirement-savings retirement-timeline retiring-early
Signs That Your Trading Will Ruin Your Retirement - December 27, 2019
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.
AVGONegative Net Change CNAPositive Net Change FUNNegative Net Change
401k-contributions 401k-plan retirement retirement-cost retirement-savings retirement-timeline
How Trading Your Own Retirement Can Fleece Your Financial Future - December 27, 2019
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.
EPRNegative Net Change CACPositive Net Change GLPIPositive Net Change
401k-contributions 401k-plan retirement retirement-cost retirement-savings retirement-timeline
Does Your Retirement Portfolio Hold These 3 Mutual Fund Misfires? - December 27, 2019
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.
JRSIXPositive Net Change BGVCXPositive Net Change MFCDXPositive Net Change MMPLXNegative Net Change MSCYXPositive Net Change PLCIXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-cost retirement-savings