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-funds: Archive
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
by Zacks Equity Research
Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns.
CAMLXNegative Net Change ULPIXNegative Net Change PJSQXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
Is PTIAX a Strong Bond Fund Right Now?
by Zacks Equity Research
MF Bond Report for PTIAX
PTIAXPositive Net Change
bond energy mutual-funds
Is Fidelity Advisor New Insights I (FINSX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for FINSX
FINSXNegative Net Change
equity home-builder mutual-funds
Is Gabelli Utilities AAA (GABUX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for GABUX
GABUXPositive Net Change
equity home-builder mutual-funds
Is FNMIX a Strong Bond Fund Right Now?
by Zacks Equity Research
MF Bond Report for FNMIX
FNMIXPositive Net Change
bond energy mutual-funds
3 Invesco Mutual Funds for Impressive Returns in 2025
by Zacks Equity Research
Below, we share with you three Invesco mutual funds, namely SPMWX, VSCAX and ACSRX. Each has earned a Zacks Mutual Fund Rank #1.
VSCAXNegative Net Change ACSRXPositive Net Change SPMWXNegative Net Change
mutual-funds
3 Small-Cap Blend Mutual Funds to Buy for Higher Returns in 2025
by Zacks Equity Research
Below, we share with you three small-cap blend mutual funds, namely FTHNX, FDSCX and AASMX. Each has earned a Zacks Mutual Fund Rank #1.
FDSCXNegative Net Change AASMXNegative Net Change FTHNXPositive Net Change
mutual-funds
Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
by Zacks Equity Research
These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns.
JUEZXNegative Net Change TRGIXNegative Net Change PACLXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio
by Zacks Equity Research
You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio to maximize your returns.
ETTGXNegative Net Change VSCAXNegative Net Change PWCIXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
by Zacks Equity Research
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.
FNITXNegative Net Change ICAFXNegative Net Change VYSVXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
Is Fidelity Balanced Fund K (FBAKX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for FBAKX
FBAKXNegative Net Change
equity home-builder mutual-funds
Is Fidelity Asset Manager 40% (FFANX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for FFANX
FFANXNegative Net Change
equity home-builder mutual-funds
Is Lazard Global List Infrastructure Open (GLFOX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for GLFOX
GLFOXPositive Net Change
equity home-builder mutual-funds
Is SEKSX a Strong Bond Fund Right Now?
by Zacks Equity Research
MF Bond Report for SEKSX
SEKSXNo Net Change
bond energy mutual-funds
Is SPHIX a Strong Bond Fund Right Now?
by Zacks Equity Research
MF Bond Report for SPHIX
SPHIXNo Net Change
bond energy mutual-funds
3 Franklin Templeton Mutual Funds Worth Considering in Current Times
by Zacks Equity Research
Invest in Franklin Templeton mutual funds like FNRAX, FQTEX and FVHIX for growth and stability in your portfolio.
FNRAXNegative Net Change FVHIXNo Net Change FQTEXNegative Net Change
mutual-funds
3 Must-Buy Mutual Funds as Inflation Slows in December
by Zacks Equity Research
Retail and discretionary funds like FSRPX, FDFAX and FDLSX are poised to benefit as inflation is showing signs of easing.
FSRPXNegative Net Change FDFAXPositive Net Change FDLSXPositive Net Change
mutual-funds
3 Goldman Sachs Mutual Funds to Accumulate for Gains in 2025
by Zacks Equity Research
Invest in Goldman Sachs mutual funds like GMZPX, GGYPX and GMAPX, which have given impressive returns in the past and are expected to perform well in the future.
GGYPXPositive Net Change GMZPXNegative Net Change GMAPXNegative Net Change
mutual-funds
Make the Most of Your Retirement with These Top-Ranked Mutual Funds
by Zacks Equity Research
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.
KTCAXNegative Net Change USAUXNegative Net Change RFNBXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
3 Great Mutual Fund Picks for Your Retirement
by Zacks Equity Research
Take a look at these three top-ranked, best-performing and well-managed mutual funds if you're looking to maximize your retirement portfolio returns.
DURPXNegative Net Change WLGYXNegative Net Change ODIIXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
3 Top-Ranked Mutual Funds for Your Retirement
by Zacks Equity Research
Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns.
EPGAXNegative Net Change RWMFXNegative Net Change PCAQXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
Is Vanguard Mid-Cap Growth Index Admiral (VMGMX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for VMGMX
VMGMXNegative Net Change
equity home-builder mutual-funds
Is Vanguard Emerging Markets Select Stock Investor (VMMSX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for VMMSX
VMMSXNegative Net Change
equity home-builder mutual-funds
Is JPMorgan Disciplined Equity A (JDEAX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for JDEAX
JDEAXNegative Net Change
equity home-builder mutual-funds
Is MFS Value R6 (MEIKX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for MEIKX
MEIKXPositive Net Change
equity home-builder mutual-funds