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.
Mutual Fund Commentary: Archive
5 Top No-Load Mutual Funds to Enhance Your Returns
by Zacks Equity Research
Invest in no-load mutual funds like FIKAX, FSPCX, VSMIX, STSEX and BMIIX to ensure high returns.
FSPCXNegative Net Change STSEXPositive Net Change VSMIXNegative Net Change BMIIXNegative Net Change FIKAXNegative Net Change
mutual-funds
3 Growth Mutual Funds to Add Your Portfolio
by Zacks Equity Research
Invest in growth mutual funds like DREVX, GTSGX and NSGRX for potential gains amid changing interest rates and economic trends.
NSGRXNegative Net Change GTSGXNegative Net Change DREVXNegative Net Change
mutual-funds
3 Solid Funds to Buy on a Surge in Homebuilder Confidence
by Zacks Equity Research
Lower mortgage rates will further boost homebuilder confidence, which is likely to benefit funds like TRGRX, NMMGX and TRREX.
TRREXNegative Net Change TRGRXNegative Net Change NMMGXNegative Net Change
mutual-funds
3 Pzena Mutual Funds for Long-Term Growth
by Zacks Equity Research
Invests in Pzena mutual funds such as PZVEX, PZVIX and PZVSX for a disciplined approach to long-term growth and stability.
PZVEXNegative Net Change PZVSXNegative Net Change PZVIXPositive Net Change
mutual-funds
3 Large-Cap Growth Funds to Buy as Rate Cut Hopes Return
by Zacks Equity Research
Large-cap growth funds like FBCGX, TRBCX and JRAAX are likely to benefit once rate cuts are implemented by the Federal Reserve.
TRBCXPositive Net Change JRAAXPositive Net Change FBCGXNegative Net Change
mutual-funds
3 American Century Mutual Funds for Excellent Returns
by Zacks Equity Research
Consider investing in American Century mutual funds like AFYDX, AGYWX and ALVDX for consistent performance.
ALVDXNegative Net Change AFYDXNegative Net Change AGYWXPositive Net Change
mutual-funds
3 Carillon Mutual Funds for Steller Returns
by Zacks Equity Research
Invest in Carillon mutual funds like EISSX, HRCUX and HRAUX for a diverse portfolio and growth potential.
HRAUXNegative Net Change EISSXNegative Net Change HRCUXPositive Net Change
mutual-funds
3 BNY Mellon Mutual Funds to Buy as Market Volatility Continues
by Zacks Equity Research
Invest in BNY Mellon mutual funds like DRGVX, DREVX and DTCAX for high returns while lending solidity to your portfolio in a volatile market.
DRGVXNegative Net Change DREVXNegative Net Change DTCAXNegative Net Change
mutual-funds
3 Goldman Sachs Mutual Funds to Watch for Gains in 2024
by Zacks Equity Research
Invest in Goldman Sachs mutual funds like GMNPX, GGYPX and GLCGX, which have given impressive returns in the past and are expected to do the same in 2024 and beyond.
GLCGXPositive Net Change GMNPXNegative Net Change GGYPXNegative Net Change
mutual-funds
3 Large-Cap Value Funds to Invest in Amid Jump in Inflation
by Zacks Equity Research
Large-cap value funds like AUIAX, EQTIX and NOIEX are a safe bet during times of market volatility.
EQTIXNegative Net Change AUIAXNegative Net Change NOIEXNegative Net Change
mutual-funds
3 Top Utility Funds to Buy Amid Ongoing Market Volatility
by Zacks Equity Research
Utility funds like CSUAX, FKUTX and FSUTX are a safe bet amid this ongoing market volatility.
FSUTXNegative Net Change CSUAXNegative Net Change FKUTXNegative Net Change
mutual-funds
3 Must-Buy Funds on a Solid Rebound in Semiconductor Sales
by Zacks Equity Research
Funds like PGTAX, JNGTX and FSELX are expected to benefit from the rebound in semiconductor sales.
PGTAXNegative Net Change FSELXNegative Net Change JNGTXNegative Net Change
mutual-funds
3 Mid-Cap Value Mutual Funds to Build a Strong Portfolio
by Zacks Equity Research
Invest in mid-cap value mutual funds like VASVX, FVLKX and PVEJX for long-term gains.
VASVXNegative Net Change FVLKXNegative Net Change PVEJXNegative Net Change
mutual-funds
Buy These 3 Funds on a Solid Jump in Construction Spending
by Zacks Equity Research
Funds like NMMGX, TRGRX and MNREX are likely to benefit from the expansion in construction activity
TRGRXNegative Net Change MNREXPositive Net Change NMMGXNegative Net Change
mutual-funds
3 Janus Mutual Funds for Scintillating Returns
by Zacks Equity Research
Invests in Janus mutual funds such as JANEX, JNGLX and JNMCX for diversified growth and risk management.
JNMCXNegative Net Change JNGLXPositive Net Change JANEXNegative Net Change
mutual-funds
5 Top Fidelity Mutual Funds to Gain From in 2024 & Beyond
by Zacks Equity Research
Invest in Fidelity mutual funds like FIKAX, FSELX, FSPCX, FMILX and FCMVX, which have given impressive returns in the past and are expected to perform well in the future.
FSPCXNegative Net Change FSELXNegative Net Change FMILXNegative Net Change FCMVXNegative Net Change FIKAXNegative Net Change
mutual-funds
3 Meeder Mutual Funds for Long-Term Gains
by Zacks Equity Research
Invest in Meeder mutual funds like SRUAX, FLMAX and FLFGX for a reliable return with competitive expense ratios and a transparent, no-load structure.
FLFGXNegative Net Change FLMAXNegative Net Change SRUAXPositive Net Change
mutual-funds
2 Communication Services Funds to Buy as the Sector Booms
by Zacks Equity Research
KTCAX and PRMTX are two communication services funds that can be both defensive and also make most of the sector's upside.
PRMTXPositive Net Change KTCAXNegative Net Change
communications mutual-funds
3 Real Estate Mutual Funds Poised for Construction Spending
by Zacks Equity Research
Invest in real estate mutual funds like TRREX, MNREX and RRRAX as there are benefiting from lower mortgage rates.
TRREXNegative Net Change RRRAXNegative Net Change MNREXPositive Net Change
mutual-funds
3 LSV Mutual Funds for Solid Returns
by Zacks Equity Research
Consider investing in LSV mutual funds like LVAGX, LVAVX and LVAQX for reliable returns.
LVAQXNegative Net Change LVAVXNegative Net Change LVAGXNegative Net Change
mutual-funds
3 John Hancock Mutual Funds for Impressive Returns
by Zacks Equity Research
Invests in John Hancock mutual funds like JVMAX, JVLCX and JSGCX for strong returns.
JVLCXNegative Net Change JVMAXNegative Net Change JSGCXPositive Net Change
mutual-funds
3 Funds to Buy as Consumer Confidence Hits 25-Month High
by Zacks Equity Research
Large-cap growth funds like FSBDX, BRGIX and USAUX are likely to benefit from the soaring consumer confidence.
USAUXNegative Net Change BRGIXPositive Net Change FSBDXPositive Net Change
mutual-funds
4 Top Vanguard Mutual Funds to Buy for 2024 & Beyond
by Zacks Equity Research
Invest in Vanguard mutual funds like VGENX, VASVX, VWNDX and VSEQX, which have given impressive returns in the past and are expected to do the same in 2024 and beyond.
VSEQXNegative Net Change VGENXNegative Net Change VASVXNegative Net Change VWNDXNegative Net Change
mutual-funds
3 Schwab Mutual Funds for Optimum Portfolio Growth
by Zacks Equity Research
Explore the potential for stable returns by considering investments in Schwab mutual funds such as SWHGX, SWEGX and SWBGX.
SWBGXNegative Net Change SWHGXNegative Net Change SWEGXNegative Net Change
mutual-funds
3 Growth Mutual Funds to Buy on Fed's Unchanged Interest Rates
by Zacks Equity Research
Invests in growth mutual funds like DREVX, VLIFX and NSGRX to strategically navigate evolving economic conditions amid the U.S. Federal Reserve's cautious stance on interest rates and inflation.
NSGRXNegative Net Change DREVXNegative Net Change VLIFXNegative Net Change
mutual-funds