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 2026 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 +23.94% per year. These returns cover a period from January 1, 1988 through July 6, 2026. 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
Zacks Industry Outlook Highlights Ameriprise, Invesco and Affiliated Managers
by Zacks Equity Research
Ameriprise, Invesco and Affiliated Managers gain attention as asset growth, alternatives and scale power a thriving investment-management landscape.
Top Stocks With Solid Shareholder Yield to Safeguard Your Portfolio
by Indrajit Bandyopadhyay
CION, IVZ, TRTX and WPC stand out with strong shareholder yield, blending income, buybacks and debt reduction for portfolio defense.
Buy 5 Top-Ranked High-Flying Finance Stocks for 2026 to Tap Upside
by Nalak Das
MS, IBKR, HOOD, CBOE and IVZ are top-ranked finance stocks that have jumped over 30% this year look poised for more potential gains in 2026.
3 Investment Management Stocks to Invest in From a Thriving Industry
by Nikita Kataruka
Investment management stocks like AMP, IVZ and AMG are expected to benefit from continued asset inflows and digital transformation.
T. Rowe Price October AUM Rises 1.3% Sequentially Despite Net Outflows
by Zacks Equity Research
TROW's October AUM climbed 1.3% to $1.79T, led by gains in equity and multi-asset products despite net outflows.
IVZ vs. BLK: Which Stock Is the Better Value Option?
by Zacks Equity Research
IVZ vs. BLK: Which Stock Is the Better Value Option?
Invesco's October AUM Rises 2% on Favorable Markets, Inflows
by Zacks Equity Research
IVZ's October AUM climbs 2% to $2.17T, fueled by $8B in net inflows and strong market gains across asset classes.
Best Income Stocks to Buy for Nov. 7
by Zacks Equity Research
BMRC, IVZ and PFBC made it to the Zacks Rank #1 (Strong Buy) income stocks list on Nov. 7, 2025.
Franklin Q4 Earnings Coming Up: Here's What to Expect From the Stock
by Zacks Equity Research
BEN's Q4 results are expected to show lower earnings and revenue, though market gains and higher AUM may cushion the impact.
Apollo Global Q3 Earnings Beat Estimates, AUM Increase Y/Y
by Zacks Equity Research
APO's Q3 earnings and revenues top estimates as rising AUM and the Bridge acquisition fuel strong growth despite higher expenses.