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
Buy These 3 Baron Mutual Funds for Solid Returns
by Zacks Equity Research
Consider investing in Baron mutual funds like BDAFX, BRIFX and BFGFX for impressive returns.
BFGFXNegative Net Change BDAFXNegative Net Change BRIFXNegative Net Change
mutual-funds
3 American Century Investments Mutual Funds for Higher Returns
by Zacks Equity Research
Consider investing in American Century Investments mutual funds like ALVDX, BGEIX and BULIX for long-term returns.
BULIXPositive Net Change BGEIXPositive Net Change ALVDXNegative Net Change
mutual-funds
Buy 3 Carillon Mutual Funds for Great Returns
by Zacks Equity Research
Invests in Carillon mutual funds such as HAGAX, EISIX and HRCIX for sustainable returns.
HAGAXNegative Net Change EISIXNegative Net Change HRCIXNegative Net Change
mutual-funds
3 Utility Funds to Buy as Fed Signals Fewer Rate Cuts in 2025
by Zacks Equity Research
Utility funds like FKUTX, FSUTX and BULIX are a safe bet during times of market volatility.
BULIXPositive Net Change FSUTXNegative Net Change FKUTXPositive Net Change
mutual-funds
3 Large-Cap Value Mutual Funds to Buy for 2025 & Beyond
by Zacks Equity Research
Invest in large-cap value funds like DRGVX, JLVRX and ABVIX to preserve your capital and generate future returns.
DRGVXNegative Net Change JLVRXNegative Net Change ABVIXNegative Net Change
mutual-funds
3 BNY Mellon Mutual Funds to Enhance Your Portfolio Performance
by Zacks Equity Research
Invest in BNY Mellon mutual funds like DREVX, MPISX and DLDRX for diversified growth and data-driven strategies.
DLDRXNegative Net Change DREVXNegative Net Change MPISXNegative Net Change
mutual-funds
5 Fidelity Mutual Funds to Accumulate for Gains in 2025
by Zacks Equity Research
Invest in Fidelity mutual funds like FSENX, FSPCX, FMILX and FSELX for long-term gains.
FSENXNegative Net Change FSPCXNegative Net Change FSELXNegative Net Change FMILXNegative Net Change
mutual-funds
3 American Beacon Mutual Funds for Solid Returns
by Zacks Equity Research
Consider investing in American Beacon mutual funds like AVPAX, AAGPX and AAERX for a diversified portfolio.
AAGPXNegative Net Change AVPAXNegative Net Change AAERXNegative Net Change
mutual-funds
3 Mutual Funds to Boost Your Portfolio on Soaring Retail Sales
by Zacks Equity Research
Funds like FSRPX, FDFAX and FDLSK are likely to benefit form the jump in retail sales.
FSRPXNegative Net Change FDFAXPositive Net Change FDLSXNegative Net Change
mutual-funds
Buy 3 Consumer Discretionary Mutual Funds With Increasing Retail Sales
by Zacks Equity Research
Invests in consumer discretionary funds like FSRPX, FDLSX and FDFAX, as recent retail sales data shows a rise in consumer spending, driven by growth in e-commerce and automotive sectors.
FSRPXNegative Net Change FDFAXPositive Net Change FDLSXNegative Net Change
mutual-funds
3 Large-Cap Value Funds to Buy as Volatility Returns to Markets
by Zacks Equity Research
Large-cap value funds like NOIEX, TRVLX and DODGX are a safe bet during times of market volatility.
DODGXNegative Net Change TRVLXNegative Net Change NOIEXNegative Net Change
mutual-funds
3 Allspring Mutual Fund for Consistent Returns
by Zacks Equity Research
Invests in Allspring mutual funds like EKBAX, WFPAX and EVSAX for attractive returns.
EKBAXNegative Net Change WFPAXNegative Net Change EVSAXNegative Net Change
mutual-funds
3 AQR Mutual Funds for Long-Term Returns
by Zacks Equity Research
Invests in AQR mutual funds like QLENX, AQMNX and AMONX for a diversified portfolio.
QLENXNegative Net Change QMNNXPositive Net Change AMONXNegative Net Change
mutual-funds
Consumer Sentiment Hits 7-Month High: 3 Mutual Funds With Upside
by Zacks Equity Research
Funds like FDLSX, FSRPX and FDFAX are likely to benefit as consumer sentiment is on the rise.
FSRPXNegative Net Change FDFAXPositive Net Change FDLSXNegative Net Change
mutual-funds
3 Funds to Buy as Consumer Confidence Hits 16-Month High
by Zacks Equity Research
Mutual funds like FSRPX, FDLSX and FDFAX are posied to gain from the jump in consumer confidence.
FSRPXNegative Net Change FDFAXPositive Net Change FDLSXNegative Net Change
mutual-funds
3 First Eagle Mutual Funds Worth Considering for Your Portfolio
by Zacks Equity Research
Invests in First Eagle mutual funds like SGGDX, FEHRX and FEVRX for long-term growth.
SGGDXPositive Net Change FEVRXNegative Net Change FEHRXPositive Net Change
mutual-funds
3 Large-Cap Value Funds to Dodge Ongoing Market Volatility
by Zacks Equity Research
Value funds like FSTKX, JPIVX and DODGX are a safe bet during times of market volatility.
DODGXNegative Net Change FSTKXNegative Net Change
mutual-funds
3 Mutual Funds to Buy Ahead on Growing Retail Sales
by Zacks Equity Research
Funds like FSRPX, FDLSX and FDFAX are poised to benefit from the surge in retail sales.
FSRPXNegative Net Change FDFAXPositive Net Change FDLSXNegative Net Change
mutual-funds
3 Tech Funds Set to Gain From the Ongoing Market Rally
by Zacks Equity Research
Funds like KTCAX, ROGSX and FSELX are poised to gain from the ongoing rally and the Federal Reserve's recent tax cut.
ROGSXNegative Net Change FSELXNegative Net Change KTCAXNegative Net Change
mutual-funds
3 Funds to Buy as Semiconductor Sales Jump on Soaring AI Enthusiasm
by Zacks Equity Research
Funds like KTCAX, FELIX and FSELX are poised to benefit from the surge in semiconductor sales.
FSELXNegative Net Change KTCAXNegative Net Change FELIXNegative Net Change
mutual-funds
3 Top Vanguard Mutual Funds to Keep an Eye on
by Zacks Equity Research
Invest in Vanguard mutual funds like VGENX, VQNPX and VASVX, which are expected to perform well in the future.
VQNPXNegative Net Change VGENXNegative Net Change VASVXNegative Net Change
mutual-funds
3 Nationwide Mutual Funds to Buy Now for Amazing Returns
by Zacks Equity Research
Consider investing in Nationwide mutual funds like NWAMX, NWHFX and GNWRX to strengthen your portfolio.
GNWRXNegative Net Change NWHFXNegative Net Change NWAMXNegative Net Change
mutual-funds
2 Fuller & Thaler Mutual Funds for Long-Term Gains
by Zacks Equity Research
Invest in Fuller & Thaler mutual funds like FTHNX and FTXNX for diversified investment opportunities.
FTHNXNegative Net Change FTXNXNegative Net Change
mutual-funds
3 Homebuilding Funds to Buy as Construction Spending Rebounds
by Zacks Equity Research
Real estate funds like TRREX, FRESX and JIREX are poised to benefit from the jump in construction spending.
TRREXNegative Net Change FRESXNegative Net Change JIREXNegative Net Change
mutual-funds
3 Communication Services Funds to Buy as November Rate Cuts Loom
by Zacks Equity Research
FGDMX, KTCAX & PRMTX are three communication services funds one can invest in as the probable rate cut announcements from the Fed's November meeting draw near.
PRMTXNegative Net Change KTCAXNegative Net Change FGDMXNegative Net Change
communications mutual-funds