Josephine Norton
Zacks Investment Research provides a comprehensive suite of investment tools and resources for investors interested in mutual funds and ETFs. The Zacks Mutual Fund Rank is a rating system that helps investors find the best mutual funds to outperform the market, focusing on likely future success rather than past performance. Zacks also offers a free Portfolio Tracker to help investors monitor their stocks, mutual funds, and ETFs, with daily email alerts for updated Zacks Rank and Style Scores, Earnings Estimate Revisions, and more. In addition, Zacks Investment Management provides actively managed funds that follow a methodical process, utilizing independent research in earnings estimate revisions.
| Characteristics | Values |
|---|---|
| Investment Goal | Capital appreciation and dividend income |
| Investment Type | Equity securities of dividend-paying companies |
| Investment Location | Companies organised or headquartered in the United States |
| Equity Investments | Common stock, preferred stock, rights and warrants |
| Investment Criteria | Companies that are undervalued based on earnings, dividends, assets or other financial measures |
| Performance | 3.62% over the past year, 9.57% over the past three years, and 6.13% over the past five years |
| Expense Ratio | 1.27% |
| Risk | Average |
What You'll Learn
The Zacks Mutual Fund Rank
Zacks offers a comprehensive suite of investment newsletters, including value, growth, income, options, and more, to help self-directed short-term traders and long-term investors leverage the Zacks Mutual Fund Rank and Zacks Rank.
Zacks' independent and unbiased research, unique market insight, and market-doubling Zacks Rank provide investors with the tools and resources to transform their portfolios.
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The Zacks Investment Research
Zacks Investment Research provides independent and unbiased investment research and insights to help investors make informed decisions. With a focus on helping investors outperform the market, Zacks offers a comprehensive suite of investment research tools and resources, including the Zacks Rank, a proven stock-rating system.
The Zacks Rank
The Zacks Rank is a rating system that helps investors find the best stocks, mutual funds, and ETFs with the highest probability of success. It is not just focused on past performance but also on the likely future success of the investment. The Zacks Rank is designed to help investors make sense of the vast amount of data and information available and make more profitable investment decisions.
Mutual Funds with Zacks
Zacks offers a Mutual Fund Screener and a Mutual Fund Rank to help investors find the best mutual funds. The Mutual Fund Screener allows investors to narrow down the universe of 18,000+ funds using various data points, such as fees, performance, and risk. The Mutual Fund Rank is a rating system that evaluates funds based on their potential for future success, similar to the Zacks Rank for stocks. It ranks funds on a scale from #1 (Strong Buy) to #5 (Strong Sell).
Benefits of Zacks Investment Research
Zacks Investment Research provides investors with a range of benefits, including:
- Independent and unbiased research: Zacks is known for its independent and unbiased investment research, which is free from any particular investment strategy or analyst bias.
- Profitable discoveries: Zacks' research and insights are designed to help investors make profitable discoveries and outperform the market.
- Comprehensive suite of tools and resources: Zacks offers a wide range of investment research tools and resources, such as the Mutual Fund Screener and Rank, Portfolio Tracker, and investment newsletters.
- Track performance: With the Portfolio Tracker, investors can easily monitor the performance of their investments and receive updates on Zacks Rank, Style Scores, Earnings Estimate Revisions, and more.
- Expert commentary: Zacks' team of analysts and researchers provide practical and actionable commentary and investment ideas.
Zacks Investment Research is a comprehensive and trusted source of investment research and insights. With a focus on independence and profitability, Zacks provides investors with the tools and resources needed to make informed and successful investment decisions, especially when it comes to mutual funds. By utilizing the Zacks Rank, Mutual Fund Screener, and other resources, investors can feel more confident in their investment choices.
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The Zacks Investment Management
Zacks Investment Management is a division of LBMZ Securities and a licensed broker-dealer. The company provides investment advice and strategies, as well as a range of investment products, to help shareholders maximise their returns and capitalise on market anomalies.
Zacks Investment Management has been in operation since 1992 and is built on a singular methodology that has proven itself over decades. This methodology is underpinned by three key elements: the unbiased Zacks Rank performance model, pioneering insights from Zacks Investment Research, and customised strategies from Zacks Investment Management.
The Zacks Rank performance model is a rating system that helps investors find the best mutual funds for strong returns. It evaluates funds based not only on past performance but also on their future success potential. The system ranks funds on a scale from #1 (Strong Buy) to #5 (Strong Sell).
Zacks Investment Research, another division of the company, provides independent and unbiased insights and market research to support investors in making profitable decisions.
Zacks Investment Management offers a growing suite of actively managed investment products. Each fund follows a methodical process, and investors can learn more about the available options on the Zacks website.
To get started with investing in Zacks mutual funds, investors can submit a form on the Zacks website to be contacted by a Zacks representative, who will answer any questions and provide further information.
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The Zacks Investor Collection
Zacks Investment Research provides a wealth of resources for investors looking to make informed decisions about mutual funds and ETFs. The Zacks Investor Collection is a comprehensive suite of investment tools and research designed to help investors make profitable choices. Here's what you need to know about the Zacks Investor Collection:
Overview
Zacks Mutual Fund Rank
A key feature of the Zacks Investor Collection is the Zacks Mutual Fund Rank. This rating system goes beyond past performance and focuses on predicting the future success of a fund. The system ranks funds on a scale from #1 (Strong Buy) to #5 (Strong Sell), helping investors evaluate current holdings, find new investment opportunities, and track their funds' performance.
Investment Research and Insights
The collection provides access to exclusive investment articles, top screening strategies, and market analysis written by Zacks analysts, researchers, and traders. Investors can also take advantage of the "Profit from the Pros" newsletter, which offers market news, commentary, and highlights five newly added Zacks Rank #1 (Strong Buy) stocks each weekday.
Investment Ideas and Strategies
In addition to research and insights, the Zacks Investor Collection offers a range of investment ideas and strategies. This includes the "Bull and Bear of the Day," which highlights a Zacks Rank #1 stock and a stock to avoid each weekday. Investors can also access top screening strategies and expert information on ETFs, mutual funds, and options.
Interactive Tools and Resources
The collection provides interactive tools such as the Mutual Fund Screener, which allows investors to narrow down investment options based on specific criteria. The Portfolio Tracker is another useful tool that helps investors stay up-to-date on the Zacks Rank of the stocks in their portfolio, providing daily email alerts on updated rankings and style scores.
Accessing the Zacks Investor Collection
To access the Zacks Investor Collection, users are directed to ZacksTrade, a division of LBMZ Securities and a licensed broker-dealer. It's important to note that ZacksTrade and Zacks.com are separate companies, and the link between them is not an endorsement of any particular investment strategy. Investors can explore Zacks.com to discover the full range of resources available and sign up for the services that fit their investment needs.
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The Zacks Portfolio Tracker
You will receive continuously updated Zacks Rank and Style Scores, Earnings Estimate Revisions, Broker Recommendation Changes, Earnings Surprises and more. You can also add your mutual fund and ETF positions to monitor changes in their Zacks Rank.
The Zacks Rank is a rating system that will help you find the best mutual funds to outperform the market. It is not just focused on past performance but also on the likely future success of the fund. It works like the proven Zacks Rank for stocks—funds are ranked on a scale from #1 (Strong Buy) to #5 (Strong Sell).
You can also add a stock to your Portfolio Tracker by entering a company name or ticker in the "Quote or Search" box in the upper right-hand corner (or by clicking on any ticker symbol throughout Zacks.com).
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Frequently asked questions
The Zacks Mutual Fund Rank is a rating system that helps investors find the best mutual funds to outperform the market. It is not just focused on past performance but also on the likely future success of the fund. It works like the proven Zacks Rank for stocks—funds are ranked on a scale from #1 (Strong Buy) to #5 (Strong Sell).
To invest in Zacks Mutual Funds, you can submit the form on the Zacks website and a Zacks representative will reach out to answer any questions you have.
Zacks Mutual Funds are designed to utilize decades of independent research in earnings estimate revisions. The funds are actively managed and follow a methodical process. The performance of Zacks' stock research recommendations has consistently been ranked among the top research firms in the U.S. by independent evaluators of equity research.
