NYSE and AMEX data is at least 20 minutes delayed. Real time prices by BATS. Delayed quotes by FIS. Visit to get our data and content for your mobile app or website. Visit Performance Disclosure for information about the performance numbers displayed above. 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 Ranks stocks can, and often do, change throughout the month. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. The monthly returns are then compounded to arrive at the annual return. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. 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. These returns cover a period from Januthrough May 15, 2023. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.17% per year. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. ![]() and Morningstar, Inc.Ĭopyright 2023 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606Īt the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. Forbes Media, LLC Investor's Business Daily, Inc. Each of the company logos represented herein are trademarks of Microsoft Corporation Dow Jones & Company Nasdaq, Inc. This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. The fund offers dividends quarterly in March, June, September and December. issuers, but the fund may invest up to 25% of total assets in foreign securities. By investing in both stocks and bonds, the portfolio seeks growth with potentially less risk than an all-stock portfolio. The fund invests in growth stocks with a core bond position, providing balance and diversification in a single portfolio. The fund seeks the highest total return, a combination of income and capital appreciation, consistent with reasonable risk. The fund was incepted in March 1964 and is managed by Zurich Scudder Investments. ![]() ![]() Zacks News for KTRAX 4 Mutual Funds to Build Up a Shining Retirement Portfolio 08/13/20-10:02AM EST Zacks 3 Top-Ranked Deutsche Mutual Funds to Boost Your Returns 02/23/17-8:37AM EST Zacks KTRAX: What are Zacks experts saying now? View More KTRAX Holdings Stock Holding % of Net Assets As OfĬhart for Dws Global Income Builder Fund - Class A KTRAX Portfolio Statistics %Unrealized Gain YTDĬompare the Risk of KTRAX to Similar Funds Sector / Country Weightings As of Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria. Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners.
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