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 Funds to Add to Your Portfolio on Rebounding Semiconductor Sales
by Zacks Equity Research
Semiconductor sales are steadily rebounding, helping funds like PGTAX, FELAX and FSELX.
PGTAXNegative Net Change FELAXNegative Net Change FSELXNegative Net Change
mutual-funds
3 Putnam Mutual Funds Worth Betting On
by Zacks Equity Research
Invest in Putnam Mutual Funds like PEIYX, PYSVX and PNOPX for steady returns amid high market volatility.
PNOPXNegative Net Change PYSVXNegative Net Change PEIYXNegative Net Change
mutual-funds
3 Communication Services Funds to Bet Your Money On
by Zacks Equity Research
FWRLX, FIUIX and FBMPX are three communication services funds that can be both defensive and also make most of the sector's upside.
FIUIXPositive Net Change FBMPXNegative Net Change FWRLXPositive Net Change
communications
2 Consumer Discretionary Mutual Funds for Stellar Gains
by Zacks Equity Research
FDLSX and FSRPX are two prominent consumer discretionary mutual funds to consider amidst positive labor reports and rising real gross output.
FSRPXPositive Net Change FDLSXNegative Net Change
consumer-discretionary
3 Top Goldman Sachs Mutual Funds Worth Buying Right Now
by Zacks Equity Research
In light of the current market environment, it is prudent for investors to explore the potential of well-established Goldman Sachs mutual funds like GVIRX, GSPAX and GLCGX.
GLCGXNegative Net Change GPITXNegative Net Change GVIRXNegative Net Change
mutual-funds
4 Balanced Mutual Funds to Buy for Stability in Uncertain Times
by Zacks Equity Research
Invest in balanced mutual funds like DODBX, FBAKX, STFBX and VWELX to secure your portfolio against uncertain market conditions.
DODBXPositive Net Change FBAKXNegative Net Change STFBXNegative Net Change VWELXNegative Net Change
mutual-funds
3 Technology Mutual Funds Worth Investing In
by Zacks Equity Research
Given the solid performance of technology stocks, favorable economic indicators and the promising potential of AI technology, it seems prudent to bet on technology funds such as FDCPX, KTCAX and PRSCX.
PRSCXNegative Net Change FDCPXNegative Net Change KTCAXNo Net Change
mutual-funds tech-stocks
3 Top JP Morgan Mutual Funds to Enhance Investment Returns
by Zacks Equity Research
In light of the current market environment, it is prudent for investors to explore the potential of well-established JP Morgan mutual funds like JUSRX, JGIRX and JSVRX.
JGIRXNegative Net Change JSVRXNegative Net Change JUSRXNegative Net Change
mutual-funds
3 Funds to Buy on Solid Rebound in Consumer Confidence
by Zacks Equity Research
Consumer confidence in June rebounded to its highest level since 2020, which is expected to benefit funds like FDCGX, FSRPX and FDIGX.
FSRPXPositive Net Change FDCGXNegative Net Change FDIGXNegative Net Change
mutual-funds
Top 3 Large-Cap Funds to Buy Amid Continued Market Turbulence
by Zacks Equity Research
Bargain-seeking investors should go for funds such as CFVLX, BBVLX and AMFFX, which have more exposure to large-cap value stocks as these assure impressive returns in the long run.
CFVLXNegative Net Change AMFFXNegative Net Change BBVLXNegative Net Change
mutual-funds
3 American Mutual Funds Worth Buying for Long-Term Investing
by Zacks Equity Research
Given the prevailing market conditions, it would be wise for investors to consider allocating their investments to renowned American mutual funds such as RMFEX, WSHFX and FIFAX.
RMFEXNegative Net Change WSHFXNegative Net Change FIFAXNo Net Change
mutual-funds
4 Best-Performing Fidelity Mutual Funds of 1H 2023
by Zacks Equity Research
Fidelity mutual funds like FSELX, FSPTX, FBMPX and FBGRX have given excellent returns in the first half of 2023 amid market uncertainties.
FSPTXNegative Net Change FSELXNegative Net Change FBGRXNegative Net Change FBMPXNegative Net Change
mutual-funds
3 Large-Cap Blend Mutual Funds to Sail Through an Edgy Market
by Zacks Equity Research
Invest in large-cap blend funds like FGRTX, JUSRX and PRCOX for steady returns amid high market volatility.
PRCOXNegative Net Change JUSRXNegative Net Change FGRTXNegative Net Change
mutual-funds
3 Financial Mutual Funds to Buy With More Rate Hikes in the Cards
by Zacks Equity Research
RPFGX, FAFDX and FSLBX are three top-ranked financial mutual funds that can be looked into as the Fed continues to hike interest rates.
FSLBXNegative Net Change FAFDXNegative Net Change RPFGXNegative Net Change
finance mutual-funds
3 Top BlackRock Mutual Funds Worth a Buy for Better Returns
by Zacks Equity Research
Invest in BlackRock mutual funds like BCSAX, STSEX and BIRAX for a steady income.
STSEXNegative Net Change BCSAXPositive Net Change BIRAXNegative Net Change
mutual-funds
3 Top Real Estate Mutual Funds Worth Buying Right Away
by Zacks Equity Research
TRREX, IRGIX and VREQX funds are poised to reap the rewards of increased expenditure on construction projects.
TRREXPositive Net Change IRGIXPositive Net Change VREQXPositive Net Change
mutual-funds reit
3 Funds to Add to Your Portfolio on Growing Retail Sales
by Zacks Equity Research
The retail sector is finally rebounding as inflation has started showing signs of easing, which is likely to help funds like FDAGX, FSRPX and FDIGX.
FSRPXPositive Net Change FDAGXNegative Net Change FDIGXNegative Net Change
mutual-funds
3 Solid Funds to Buy on Rebounding Semiconductor Sales
by Zacks Equity Research
Semiconductor sales are steadily rebounding, helping funds like FSELX, FELIX and FELAX.
FELAXNegative Net Change FSELXNegative Net Change FELIXNegative Net Change
mutual-funds
4 Must-Buy Technology Mutual Funds for Long-Term Gains
by Zacks Equity Research
Invest in technology mutual funds like FELIX, SCIOX, BOGSX and PGTAX for steady returns in the long run.
PGTAXNegative Net Change FELIXNegative Net Change SCIOXNegative Net Change BOGSXNegative Net Change
mutual-funds tech-stocks
3 Franklin Templeton Mutual Funds to Buy for Long-Term Gains
by Zacks Equity Research
Amid topsy-turvy market conditions, it's prudent for investors to place their bets on low-cost Franklin Templeton mutual funds like FVRMX, FRIAX and FRUAX.
FVRMXNegative Net Change FRIAXNo Net Change FRUAXNegative Net Change
mutual-funds
2 Vanguard Mutual Funds Worth a Look for Your Retirement
by Tirthankar Chakraborty
Low-cost mutual funds such as VWUSX & VASGX are best suited for the long term and can be considered for retirement.
AMZNPositive Net Change AAPLNegative Net Change MSFTNegative Net Change VWUSXNegative Net Change VASGXNegative Net Change
computers mutual-funds
3 Consumer Discretionary Funds to Gain From in the Months Ahead
by Zacks Equity Research
FSRPX, FDIGX and FDLSX are three mutual funds focused on consumer discretionaries that you can look into as the Fed announces a rate pause and inflation subsides.
FSRPXPositive Net Change FDLSXNegative Net Change FDIGXNegative Net Change
consumer-discretionary mutual-funds
2 Compelling Mutual Funds to Invest in as Retail Sales Soar
by Zacks Equity Research
With signs of easing inflation, the retail sector is experiencing a much-awaited resurgence, paving the way for potential opportunities in funds such as FDIGX and FSRPX.
FSRPXPositive Net Change FDIGXNegative Net Change
mutual-funds
3 Blend Mutual Funds That Are Worth a Buy Now
by Zacks Equity Research
Amid topsy-turvy market conditions, it's prudent for investors to place their bets on blend mutual funds like DFUSX, FMCSX and PJSQX.
DFUSXNegative Net Change FMCSXNegative Net Change PJSQXNegative Net Change
mutual-funds
5 Top No-Load Mutual Funds to Build a Solid Portfolio
by Zacks Equity Research
Invest in these no-load mutual funds like FSELX, DLDRX, VSMIX, MIRSX and VGPMX to ensure high returns.
FSELXNegative Net Change VGPMXPositive Net Change DLDRXPositive Net Change VSMIXNegative Net Change MIRSXNegative Net Change
mutual-funds