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
3 Top No-Load Mutual Funds to Buy for 2023 & Beyond
by Zacks Equity Research
Invest in no-load mutual funds like FSELX, FBGKX and JGIRX that have given positive returns this year amid uncertain market conditions and are expected to perform well in the future.
JGIRXPositive Net Change FSELXNegative Net Change FBGKXPositive Net Change
mutual-funds
3 Solid Tech Funds to Buy as Interest Rate Hike Fears Wane
by Zacks Equity Research
Tech funds like FSPTX, ROGSX and KTCAX are likely to gain if the Fed decides not to hike interest rates in the near term.
ADPPositive Net Change FSPTXNegative Net Change ROGSXPositive Net Change KTCAXNegative Net Change
mutual-funds
3 Neuberger Berman Mutual Funds to Buy for Robust Returns
by Zacks Equity Research
Invest in Neuberger Berman mutual funds such as NBGNX, NRMGX and NLSAX for higher returns.
NBGNXNegative Net Change NLSAXPositive Net Change NRMGXNegative Net Change
mutual-funds
4 Franklin Templeton Mutual Funds to Bank on in a Volatile Market
by Zacks Equity Research
Invest in Franklin Templeton mutual funds like FRVFX, FRDTX, FRUAX and TEMIX for high returns alongside risk reduction in a volatile market.
TEMIXPositive Net Change FRDTXNegative Net Change FRUAXNegative Net Change FRVFXNegative Net Change
finance
3 Tech Mutual Funds to Buy on Chances of a Rate Hike Pause
by Zacks Equity Research
Rising unemployment and the Federal Reserve's reluctance to raise interest rates present investment opportunities in tech mutual funds like FSELX, PRSCX and KTCAX.
PRSCXNegative Net Change FSELXNegative Net Change KTCAXNegative Net Change
mutual-funds tech-stocks
3 Funds to Buy as Retail Sales Soar on Solid Consumer Spending
by Zacks Equity Research
Retail sales are increasing month over month, helping funds like FDLSX, FSCPX and FSRPX.
FSRPXNegative Net Change FDLSXNegative Net Change FSCPXNegative Net Change
mutual-funds
Buy 3 Growth Mutual Funds for Exceptional Returns
by Zacks Equity Research
Positive July retail sales and Q2 GDP data, alongside Nvidia's AI-driven success, are fueling opportunities in growth mutual funds like LGRRX, NWCAX and TRSAX.
NVDANegative Net Change LGRRXPositive Net Change TRSAXPositive Net Change NWCAXPositive Net Change
mutual-funds
3 Large-Cap Funds to Buy as Consumer Confidence Takes a Hit
by Zacks Equity Research
Consumer confidence has taken a hit and markets have been volatile as Fed remains open for more interest rate hikes. Hence, large-cap value funds like SAIFX, GFVSX and NGUAX are safe bets.
SAIFXNegative Net Change NGUAXPositive Net Change GFVSXNegative Net Change
mutual-funds
3 Blackrock Mutual Funds to Buy for 2023 & Beyond
by Zacks Equity Research
Invest in Blackrock mutual funds like MDRFX, STSEX and MDBAX that have given positive returns amid uncertain market conditions and are expected to perform well in the future.
STSEXPositive Net Change MDBAXNegative Net Change MDRFXNegative Net Change
mutual-funds
3 Fidelity Mutual Funds That Have Outshined the S&P 500 YTD
by Zacks Equity Research
Invest in Fidelity mutual funds like FSELX, FSPTX and FBGKX that have outperformed the broader stock market year to date, and are expected to perform well in the future.
FSPTXNegative Net Change FSELXNegative Net Change FBGKXPositive Net Change
mutual-funds
3 Consumer Discretionary Funds to Gain From as Retail Sales Grow
by Zacks Equity Research
FSRPX, FSCPX and FDLSX are three mutual funds that you can look into as retail and consumer product sales continue to grow.
FSRPXNegative Net Change FDLSXNegative Net Change FSCPXNegative Net Change
consumer-discretionary mutual-funds
3 Hartford Mutual Funds to Buy Now for Lucrative Returns
by Zacks Equity Research
Explore the potential for attractive returns by considering investment opportunities in Hartford mutual funds such as HRLTX, HILTX and HIBSX.
HIBSXNegative Net Change HRLTXNegative Net Change HILTXNegative Net Change
mutual-funds
3 Best TIAA Mutual Funds to Strengthen Your Portfolio
by Zacks Equity Research
Consider investing in TIAA mutual funds like TRLCX, TSRPX and TICRX to secure appealing gains.
TRLCXNegative Net Change TICRXNegative Net Change TSRPXNegative Net Change
mutual-funds
3 Healthcare Mutual Funds to Counter Market Upheavals
by Zacks Equity Research
During periods of economic adversity, it's prudent to consider investments in healthcare mutual funds such as JNGLX, VGHCX and FPHAX.
VGHCXPositive Net Change FPHAXPositive Net Change JNGLXPositive Net Change
mutual-funds
3 Top MassMutual Funds to Buy for Reliable Returns
by Zacks Equity Research
Delve into the possibilities presented by MassMutual funds such as MSCDX, MSCYX and MSEJX, each offering the potential for robust returns.
MPGSXPositive Net Change MSCDXNegative Net Change MSCYXNegative Net Change
mutual-funds
3 Dodge & Cox Mutual Funds for Strong Investment Returns
by Zacks Equity Research
Consider the prospects offered by Dodge & Cox mutual funds like DODBX, DODGX, and DODWX for impressive returns in the long run.
DODWXNegative Net Change DODBXNegative Net Change DODGXPositive Net Change
mutual-funds
3 Solid Large-Cap Funds to Buy Amid Ongoing Market Volatility
by Zacks Equity Research
Markets have been volatile and could remain so as Fed remains open for more interest rate hikes. Hence large-cap value funds are like SLVAX, DAGVX and SAIFX are safe bets.
SLVAXPositive Net Change SAIFXNegative Net Change DAGVXNegative Net Change
mutual-funds
3 Solid Funds to Buy as Retail Sales Make Steady Rebound
by Zacks Equity Research
Retail sales are increasing month over month, helping funds like FSRPX, FDFAX and FSCPX.
FSRPXNegative Net Change FDFAXNegative Net Change FSCPXNegative Net Change
mutual-funds
2 Mutual Funds to Gain on an Uptick in Consumer Outlays
by Zacks Equity Research
Mutual funds such as FDLSX and FSRPX are well-positioned to take advantage of the increase in retail sales data.
FSRPXNegative Net Change FDLSXNegative Net Change
consumer-discretionary
3 Top Mutual Funds to Gain on Strong Consumer Spending
by Zacks Equity Research
Invest in mutual funds like FDLSX, FSCPX and FSRPX are poised to gain due to robust consumer spending and softening inflation.
FSRPXNegative Net Change FDLSXNegative Net Change FSCPXNegative Net Change
consumer-discretionary mutual-funds
3 Best Fidelity Mutual Funds to Buy for Strong Returns
by Zacks Equity Research
Invest in Fidelity mutual funds such as FANAX, FIDSX, and FDVLX for the assurance of substantial returns.
FANAXNegative Net Change FIDSXPositive Net Change FDVLXNegative Net Change
mutual-funds
3 BlackRock Mutual Funds to Bet on as Volatility Continues
by Zacks Equity Research
Invest in BlackRock mutual funds like BREAX, MRRFX and BFRAX for high returns and risk reduction in a volatile market.
BLKNegative Net Change BREAXNegative Net Change BFRAXNo Net Change MRRFXNegative Net Change
mutual-funds
3 Best Empower Mutual Funds to Buy for Solid Returns
by Zacks Equity Research
Considering the prevailing market conditions, it would be wise for investors to explore the prospects offered by well-established Empower mutual funds such as MXLSX, MXMGX and MXSHX.
MXLSXPositive Net Change MXMGXPositive Net Change MXSHXPositive Net Change
mutual-funds
3 Funds to Add to Your Portfolio Amid Ongoing Market Volatility
by Zacks Equity Research
Funds like FUGAX, FSUTX and FIUIX, which have significant exposure to the utility sector, are safe bets amid the prevalent economic uncertainty.
FIUIXNegative Net Change FUGAXNegative Net Change FSUTXNegative Net Change
mutual-funds
3 Glenmede Funds to Buy for Impressive Returns
by Zacks Equity Research
In the current market landscape, it's prudent for investors to delve into the opportunities presented by established Glenmede mutual funds like GQSCX, GTSOX and GEQIX.
GTSOXPositive Net Change GEQIXNegative Net Change GQSCXNegative Net Change
mutual-funds