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 +23.64% per year. These returns cover a period from January 1, 1988 through August 4, 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 4 Large-Cap Value Funds for Amazing Gains
by Zacks Equity Research
Below we share with you four top-ranked, large-cap value mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy)
HRCVXPositive Net Change CFVLXPositive Net Change PRBLXNegative Net Change LOMAXNegative Net Change
mutual-funds
Buy These 4 Putnam Mutual Funds for Excellent Returns
by Zacks Equity Research
Below we share with you four top-ranked Putnam mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy)
PNOYXPositive Net Change PACAXPositive Net Change PGELXPositive Net Change PMVYXNegative Net Change
mutual-funds
3 Bond Mutual Funds to Gain From Fed's Balance Sheet Runoff
by Zacks Equity Research
The immediate effect of a balance sheet runoff from the Fed will be lowering of bond prices.
LISAXPositive Net Change PARYXPositive Net Change FCMAXPositive Net Change
mutual-funds
4 Small-Cap Funds That Gained the Most in the Past Year
by Zacks Equity Research
Small-cap funds have generated pretty decent one-year returns.
LCGRXNegative Net Change MSGSXPositive Net Change CSGEXPositive Net Change PGSGXPositive Net Change
mutual-funds
3 Legg Mason Mutual Funds With Stunning Returns
by Zacks Equity Research
Below we share with you three top-ranked Legg Mason mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).
SASMXNegative Net Change LCBOXNegative Net Change SOPAXNegative Net Change
mutual-funds
3 Funds to Gain From Japan's Economic Resilience
by Zacks Equity Research
Influx of money into the economy in the form of business and capital spending coupled with business-friendly economic and monetary policies has been pivotal in boosting Japan???s economic growth.
PRJPXNegative Net Change FJPNXPositive Net Change CNJFXPositive Net Change
mutual-funds
4 Hartford Mutual Funds for Steady Gains
by Zacks Equity Research
Below we share with you four top-ranked Hartford mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).
HIGPositive Net Change HSTAXNegative Net Change HBSGXNegative Net Change HIBSXNo Net Change HIASXNegative Net Change
mutual-funds
4 Defensive Mutual Funds to Combat Negative Economic Outlook
by Zacks Equity Research
Defensive mutual funds could be good investment options amid global slowdown forecasts and negative S&P 500 earnings outlook for Q1.
FKUTXNegative Net Change GTHIXNegative Net Change FDFAXPositive Net Change VGHCXNegative Net Change
mutual-funds
3 California Muni Bond Mutual Funds Worth Considering
by Zacks Equity Research
Below we share with you four top-rated California muni bond mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).
SBDAXPositive Net Change FCMAXPositive Net Change NCATXPositive Net Change
mutual-funds
4 Tax-Exempt Funds to Buy During the 2019 Tax-Filing Season
by Zacks Equity Research
Investing in a couple of tax-free funds could be an ideal way to save your current income.
VCAIXPositive Net Change VMATXPositive Net Change SWCAXPositive Net Change PRXCXPositive Net Change
mutual-funds
3 Best Dimensional Mutual Funds For Sturdy Returns
by Zacks Equity Research
Below we share with you three top-ranked Dimensional Fund Advisor mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).
DTMMXNegative Net Change DFTPXPositive Net Change DTMEXNegative Net Change
mutual-funds
3 Global Mutual Funds to Buy Now
by Zacks Equity Research
Below we share with you four top-rated global mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).
NSRIXPositive Net Change FMCSXPositive Net Change IVGTXNegative Net Change
mutual-funds
4 Funds Building a Position in Housing Recovery in 2019
by Zacks Equity Research
The hiring boom in construction sheds light on the fact that such impediments would not last long.
JIREXNegative Net Change FRINXNegative Net Change FSREXPositive Net Change DFREXPositive Net Change
mutual-funds
3 Prudential Mutual Funds for Spectacular Gains
by Zacks Equity Research
Below we share with you four top-ranked Prudential Investments mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).
PBHAXPositive Net Change PURAXPositive Net Change TSVAXNegative Net Change
mutual-funds
Japan???s Mutual Fund Assets Drop as Global Markets Tank
by Zacks Equity Research
Japan???s mutual funds industry got affected because of global headwinds.
MJFOXPositive Net Change UJPIXPositive Net Change
mutual-funds
4 Defensive Funds to Counter Market Uncertainties
by Zacks Equity Research
Defensive funds could be apt for investment as lingering tensions over U.S.-China trade talks and possibility of another federal shutdown keep markets agitated.
VUIAXNegative Net Change FIUIXNegative Net Change VHCIXPositive Net Change SWHFXPositive Net Change
medical utilities
3 Franklin Templeton Funds Worth Considering
by Zacks Equity Research
Below we share with you three best-ranked Franklin Templeton mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).
FCSZXPositive Net Change FSMRXNegative Net Change FISCXPositive Net Change
mutual-funds
3 USAA Mutual Funds for Stunning Returns
by Zacks Equity Research
Below we share with you three top-ranked USAA mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).
URINXPositive Net Change USCBXPositive Net Change USATXPositive Net Change
mutual-funds
3 Goldman Sachs Mutual Funds for Solid Gains
by Zacks Equity Research
Below we share with you three top-ranked Goldman Sachs mutual funds. Each has a Zacks Mutual Fund Rank #1 (Strong Buy).
GSTOXPositive Net Change GTATXNo Net Change GDSTXPositive Net Change
mutual-funds
2 Funds to Gain From Trump's State of the Union Address
by Tirthankar Chakraborty
Trump vowed to boost defense budget and urged Congress to rebuild America's crumbling infrastructure.
FSDAXPositive Net Change FSHOXPositive Net Change
mutual-funds
Construction Boom Calls for Investing in These 3 Solid Funds
by Zacks Equity Research
A steady increase in both private and residential construction gave the metric a boost.
JIREXNegative Net Change DFREXPositive Net Change FRINXNegative Net Change
mutual-funds
4 Top-Ranked MassMutual Mutual Funds to Buy
by Zacks Equity Research
Below we share with you four top-ranked MassMutual mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).
MSTDXNo Net Change MEFFXNegative Net Change DEIGXNo Net Change MDVSXPositive Net Change
mutual-funds
Consider These 4 Northern Mutual Funds
by Zacks Equity Research
Below we focus on four top-ranked Northern mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).
NOSGXPositive Net Change NOIGXPositive Net Change NSRIXPositive Net Change NOAZXPositive Net Change
mutual-funds
2 Mutual Funds to Benefit From America's Defense Resolve
by Zacks Equity Research
America's defense sector has gained significantly from the Republican-controlled Congress' humongous defense budget.
FSDAXPositive Net Change FCYIXPositive Net Change
mutual-funds
4 Wells Fargo Advantage Mutual Funds Worth Considering
by Zacks Equity Research
Below we share with you four top-ranked Wells Fargo Advantage Funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy)
EKVAXPositive Net Change SFAAXPositive Net Change EKWYXPositive Net Change WMFAXPositive Net Change
mutual-funds