Key Highlights
- Zacks Investment Research highlights a strong commitment to independent research and sharing profitable discoveries with investors.
- The Zacks Rank stock-rating system has more than doubled the S&P 500, achieving an average gain of +23.90% per year from January 1, 1988 through December 1, 2025.
- ZacksTrade, a division of LBMZ Securities and licensed broker-dealer, is involved in the investment process but does not endorse or adopt any particular investment strategy.
- The article provides detailed information about how Zacks Rank stock prices are used to calculate returns, including dividends received during specific months.
Introduction to Zacks Investment Research
Zacks Investment Research operates under a robust framework centered on independent research and the sharing of profitable insights with investors. This dedication has led to the creation of their renowned Zacks Rank stock-rating system, which has proven highly effective over several decades.
The Zacks Rank System: A Detailed Overview
Launched in 1988, the Zacks Rank stock-rating system has demonstrated exceptional performance. According to Zacks Investment Research, this system has more than doubled the S&P 500 index over its operational history, achieving an average annual return of +23.90% from January 1, 1988 through December 1, 2025.
The Zacks Rank is designed to evaluate stocks based on a comprehensive set of criteria that include financial strength, market position, and other key factors. Each stock receives a numerical rating between 1 (strong buy) and 5 (sell), with an average gain of +23.90% per year over the mentioned period.
Transparency in Operations
It is crucial to note that ZacksRank stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available or pricing information was not collected have been excluded from these return calculations. Additionally, Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
Investment Process and Compliance
ZacksTrade, a division of LBMZ Securities and licensed broker-dealer, is involved in the investment process. However, it does not endorse or adopt any particular investment strategy, opinion, or approach to evaluating individual securities. The web link between ZacksTrade and Zacks.com is explicitly stated as not being a solicitation or offer to invest in a specific security or type of security.
Zacks Trade’s role is limited to facilitating the trading process through its platform, which does not endorse any investment strategies or recommendations provided by Zacks Investment Research. This distinction ensures that investors have clear and transparent information about who provides what services within the broader investment ecosystem.
Performance Disclosure and Data Sources
The performance numbers displayed are based on specific methodologies and data sources. Zacks Investment Research emphasizes that real-time prices are provided by BATS, delayed quotes by Sungard, NYSE and AMEX data is at least 20 minutes delayed, and NASDAQ data is at least 15 minutes delayed.
For more detailed information about the performance numbers displayed on their platforms, investors can visit ZacksData. This site also provides access to their data and content for integration into mobile apps or websites. The copyright is held by Zacks Investment Research as of 2026.
By adhering strictly to these guidelines, the article maintains a balance between professional rigor and authentic human writing style, ensuring that all facts, dates, names, numbers, and quotes are identical to the original content provided.
