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 2024 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | 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 +24.15% per year. These returns cover a period from January 1, 1988 through June 3, 2024. 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
Should Your Mutual Fund Hold Leveraged ETFs?
by Zacks Equity Research
Investing in ETFs can lead to higher profits but also involves considerable risks. It's a matter of weighing the returns against the volatility associated with these investment approaches.
TECLNegative Net Change HCMGXNegative Net Change
mutual-funds
3 Financial Mutual Funds to Buy With Rate Cuts on the Horizon
by Zacks Equity Research
PRISX, FIDSX and FSLBX are three top-ranked financial mutual funds that can provide high returns even as the first rate cuts look inevitable in September.
FSLBXNo Net Change FIDSXNegative Net Change PRISXNegative Net Change
finance mutual-funds
3 Aristotle Mutual Funds for Impressive Returns
by Zacks Equity Research
Invests in three Aristotle mutual funds PLADX, PLUDX and PLFDX, for diverse growth opportunities.
PLADXNegative Net Change PLFDXNegative Net Change PLUDXNo Net Change
mutual-funds
3 Tech Mutual Funds to Buy Amid Potential Fed Rate Cut
by Zacks Equity Research
Invest in tech mutual funds like FSELX, KTCAX and PRSCX to benefit from potential Fed rate cuts and tech sector growth amid current economic trends.
PRSCXNegative Net Change FSELXNegative Net Change KTCAXNegative Net Change
mutual-funds
4 Mutual Funds With NVIDIA Exposure to Add to Your Portfolio
by Zacks Equity Research
Invest in mutual funds like PRPFX, FDCAX, POGAX and ANEFX for steady returns and growth because of their exposure to the juggernaut that is NVIDIA.
MSFTNegative Net Change NVDANegative Net Change FDCAXNegative Net Change ANEFXNegative Net Change PRPFXNegative Net Change POGAXNegative Net Change
mutual-funds semiconductor
3 Eaton Vance Mutual Funds for Solid Returns
by Zacks Equity Research
Invest in Eaton Vance mutual funds like EAPCX, EAERX and EAPDX for diverse investment strategies.
EAERXNegative Net Change EAPCXNegative Net Change EAPDXNegative Net Change
mutual-funds
Rate Cut Hopes Rise on Cooling Inflation: 3 Funds to Buy
by Zacks Equity Research
Large-cap growth funds like FSBDX, APGAX and JRAAX are likely to benefit once the Fed starts interest rate cuts.
APGAXNegative Net Change JRAAXNegative Net Change FSBDXNegative Net Change
mutual-funds
3 Growth Funds to Boost Your Portfolio as Rate Cut Hopes Brighten
by Zacks Equity Research
Funds like BRAGX, FMILX and PNOPX are likely to benefit once the Fed starts interest rate cuts.
PNOPXNegative Net Change BRAGXNegative Net Change FMILXNegative Net Change
mutual-funds
3 Solid Mutual Funds to Buy on Rebounding Semiconductor Sales
by Zacks Equity Research
Funds like FSELX, FELIX and JNGTX are likely to benefit from the steady growth in semiconductor sales.
FSELXNegative Net Change FELIXNegative Net Change JNGTXNegative Net Change
mutual-funds
3 Large-Cap Value Funds to Buy as Consumer Sentiment Declines
by Zacks Equity Research
Large-cap value funds like DAGVX, NOLVX and TRVLX are a safe bet amid the ongoing market volatility.
TRVLXNegative Net Change DAGVXNegative Net Change NOLVXNegative Net Change
mutual-funds
2 Boston Partners Mutual Funds for Maximum Returns
by Zacks Equity Research
Invest in Boston Partners mutual funds like BPRRX and BPAVX for a diversified portfolio approach.
BPAVXNegative Net Change BPRRXNegative Net Change
mutual-funds
5 Goldman Sachs Mutual Funds to Buy for Long-Term Gains
by Zacks Equity Research
Invest in Goldman Sachs mutual funds like GLPIX, GMZPX, GMZPX, GVIRX and GMYPX, which have given impressive returns in Q1 and are expected to perform well in the future.
GVIRXNegative Net Change GLPIXPositive Net Change GGYPXNegative Net Change GMZPXNegative Net Change GMYPXNegative Net Change
mutual-funds
3 AMG Mutual Funds for Remarkable Returns
by Zacks Equity Research
Invest in AMG mutual funds like CHTTX, FQUAX and MCGFX for substantial returns.
CHTTXNegative Net Change MCGFXNegative Net Change FQUAXNegative Net Change
mutual-funds
3 Large-Cap Growth Funds to Buy as Inflation Eases in May
by Zacks Equity Research
Large-cap growth funds like FSBDX, FBCGX and JRAAX are expected to benefit as cooling inflation is boosting rate cut hopes.
JRAAXNegative Net Change FSBDXNegative Net Change FBCGXNegative Net Change
mutual-funds
3 Must-Buy Funds on Solid Jump in Consumer Spending
by Zacks Equity Research
Funds like FSRPX, FDLSX and FDFAX are expected to benefit from the jump in personal income and consumer spending.
FSRPXNegative Net Change FDFAXNegative Net Change FDLSXPositive Net Change
mutual-funds
5 Top-Ranked Mutual Funds That Have Outshined S&P 500 YTD
by Zacks Equity Research
Invest in mutual funds like FSELX, FTQGX, PGKRX, GGGAX and MFEKX that have outperformed the broader stock market year to date, and are expected to perform well in the future.
FSELXNegative Net Change MFEKXNegative Net Change FTQGXNegative Net Change GGGAXNegative Net Change PGKRXNegative Net Change
mutual-funds
3 Meeder Mutual Funds to Buy for Robust Returns
by Zacks Equity Research
Consider investing in Meeder mutual funds like SRUAX, FLMAX and DYGAX for a customer-centric investment approach.
DYGAXNegative Net Change FLMAXNegative Net Change SRUAXNegative Net Change
mutual-funds
3 Large-Cap Funds to Buy on Declining Consumer Confidence
by Zacks Equity Research
Large-cap value funds like FSTKX, HOVLX and ACSTX are a safe bet during times of market volatility.
HOVLXNegative Net Change ACSTXNegative Net Change FSTKXNegative Net Change
mutual-funds
4 Top Vanguard Mutual Funds Amid Volatile Market Conditions
by Zacks Equity Research
Invest in Vanguard mutual funds like VQNPX, VWNFX, VASVX and VSTCX to earn excellent returns amid uncertain market conditions.
VQNPXNegative Net Change VSTCXNegative Net Change VASVXNegative Net Change VWNFXNegative Net Change
mutual-funds
3 BlackRock Mutual Funds for Solid Returns
by Zacks Equity Research
Invest in BlackRock mutual funds like MDBAX,MDLRX and PCBAX for long-term gains.
PCBAXNegative Net Change MDBAXNegative Net Change MDLRXNegative Net Change
mutual-funds
3 Healthcare Mutual Funds Thriving Amid Economic Shifts
by Zacks Equity Research
Healthcare mutual funds such as FPHAX, VGHCX and PHSTX are increasingly favored as solid investments amid economic volatility and change in consumer sentiment.
VGHCXPositive Net Change FPHAXPositive Net Change PHSTXPositive Net Change
medical mutual-funds
2 PRIMECAP Funds to Look Into as Vanguard Reopens Them
by Zacks Equity Research
Invest in Vanguard mutual funds like VPCCX and VPMCX as Vanguard reopens them after a better part of two decades.
VPCCXNegative Net Change VPMCXNegative Net Change
mutual-funds
3 Utility Funds to Buy as Fed Signals Single Rate Cut in 2024
by Zacks Equity Research
Utility funds like FSUTX, BULIX and FKUTX are a safe bet during times of uncertainty when markets can stay volatile for longer periods.
BULIXPositive Net Change FSUTXPositive Net Change FKUTXNo Net Change
mutual-funds
3 Carillon Mutual Funds to Boost Your Returns
by Zacks Equity Research
Invest in Carillon mutual funds like EISIX, HRCIX, and BERIXfor reliable global market performance.
EISIXNegative Net Change HRCIXNegative Net Change BERIXNegative Net Change
mutual-funds
3 Utility Mutual Funds to Invest in as Rate Cuts Get Delayed
by Zacks Equity Research
Invest in utility mutual funds like BULIX, FSUTX and FKTUX for steady returns and reduction of risk in a volatile market.
BULIXPositive Net Change FSUTXPositive Net Change FKUTXNo Net Change
mutual-funds utilities