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
3 Financial Funds to Buy as Fed Projects One Rate Cut in 2024
by Zacks Equity Research
Funds like FSLBX, RPFGX and FIDSX are expected to gain as the Fed is likely to keep interest rates higher for a longer period owing to stubbornly high inflation.
FSLBXNo Net Change FIDSXNegative Net Change RPFGXNegative Net Change
mutual-funds
3 Virtus Mutual Funds for Strong Returns
by Zacks Equity Research
Invest in Virtus mutual funds like PQNAX, PDPAX and GAFAX for their multi-manager, multi-strategy approach to responsible investing.
PQNAXNegative Net Change GAFAXNegative Net Change PDPAXNegative Net Change
mutual-funds
3 Solid Funds to Buy as Retail Sector Makes Steady Recovery
by Zacks Equity Research
Funds like FDFAX, FSRPX and FDLSX are likely to benefit as the retail sector tries to stage a rebound.
FSRPXNegative Net Change FDFAXNegative Net Change FDLSXPositive Net Change
mutual-funds
2 Homestead Mutual Funds for Steady Returns
by Zacks Equity Research
Consider investing in Homestead mutual funds like HOVLX and HNASX for long-term growth.
HNASXNegative Net Change HOVLXNegative Net Change
mutual-funds
5 Fidelity Mutual Funds to Buy for Long-Term Gains
by Zacks Equity Research
Invest in Fidelity mutual funds like FIKGX, FIKAX, FSPCX, FSUTX and FPHAX, which have given impressive returns this year and are expected to perform well in the future.
FSPCXNegative Net Change FSUTXPositive Net Change FPHAXPositive Net Change FIKGXNegative Net Change FIKAXNegative Net Change
mutual-funds
3 Glenmede Mutual Funds for Reliable Returns
by Zacks Equity Research
Invests in Glenmede mutual funds like GQSCX, GTCIX and GTSOX for innovative investment solutions.
GTCIXNegative Net Change GTSOXNegative Net Change GQSCXNegative Net Change
mutual-funds
3 Utility Mutual Funds to Buy Amid Rate Cut Speculation
by Zacks Equity Research
Invest in utilities mutual funds such as FSUTX, BULIX and FKUTX that are well-positioned to excel amid economic uncertainties and potential Fed rate cuts.
BULIXPositive Net Change FSUTXPositive Net Change FKUTXNo Net Change
mutual-funds
3 Large-Cap Value Funds to Buy on Falling Consumer Sentiment
by Zacks Equity Research
Inflation is raising concerns, which is denting consumer sentiment. Investing in large-cap value funds like FSTKX, TRVLX and NOIEX is a safe bet.
TRVLXNegative Net Change NOIEXNegative Net Change FSTKXNegative Net Change
mutual-funds
2 Communication Services Funds to Buy as Sector Growth Continues
by Zacks Equity Research
KTCAX and PRMTX are two communication services funds one can invest in as the sector continues to dominate in 2024.
PRMTXNegative Net Change KTCAXNegative Net Change
communications mutual-funds
3 Diamond Hill Mutual Funds for Consistent Returns
by Zacks Equity Research
Invests in Diamond Hill mutual funds such as DHLTX, DHLSX and DHLAX for disciplined investment strategies.
DHLAXNegative Net Change DHLSXNegative Net Change DHLTXNegative Net Change
mutual-funds
3 Invesco Mutual Funds to Add to Your Portfolio
by Zacks Equity Research
Invest in Invesco mutual funds like MLPZX, VSMCX and ACGLX that have given impressive returns so far this year and are expected to perform well in 2024 and beyond.
VSMCXNegative Net Change ACGLXNegative Net Change MLPZXNo Net Change
mutual-funds
3 Fuller & Thaler Mutual Funds for Solid Returns
by Zacks Equity Research
Consider investing in Fuller & Thaler mutual funds like FTXNX, FTHNX and FTVNX, which leverage behavioral finance principles for potential market inefficiencies.
FTHNXNegative Net Change FTVNXNegative Net Change FTXNXPositive Net Change
mutual-funds
3 Solid Large-Cap Growth Funds to Buy on Cooling Inflation
by Zacks Equity Research
Large-cap growth funds like FBCGX, TRBCX and NVLIX are expected to benefit from easing inflation.
TRBCXNegative Net Change NVLIXNegative Net Change FBCGXNegative Net Change
mutual-funds
3 DWS Mutual Funds for Long-Term Growth
by Zacks Equity Research
Consider investing in DWS mutual funds like SUWZX, KTCAX and DCUSX to enhance your portfolio strategy.
KTCAXNegative Net Change DCUSXNegative Net Change SUWZXNegative Net Change
mutual-funds
3 Solid Tech Funds to Buy as Nasdaq Hits New Milestone
by Zacks Equity Research
Funds like FELIX, KTCAX and FSPTX are expected to benefit from the ongoing tech rally.
AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change FSPTXNegative Net Change KTCAXNegative Net Change FELIXNegative Net Change METAPositive Net Change
mutual-funds
3 Delaware Mutual Funds for Impressive Returns
by Zacks Equity Research
Invests in Delaware Investments mutual funds like ILGRX, DDFAX and IVAEX for a diversified portfolio.
ILGRXNegative Net Change IVAEXNegative Net Change DDFAXNo Net Change
mutual-funds
3 Columbia Mutual Funds to Buy for Solid Returns
by Zacks Equity Research
Invests in Columbia Threadneedle Investments mutual funds like ILGCX, ILVBX and CECFX for higher returns.
CECFXNegative Net Change ILGCXNegative Net Change ILVBXNegative Net Change
mutual-funds
3 Solid Mutual Funds to Buy on Soaring Semiconductor Sales
by Zacks Equity Research
Funds like FELIX, FSPTX and JNGTX are expected to gain from the solid jump in semiconductor sales.
NVDANegative Net Change FSPTXNegative Net Change FELIXNegative Net Change JNGTXNegative Net Change
mutual-funds
3 BNY Mellon Mutual Funds for Strong Returns
by Zacks Equity Research
Consider investing in BNY Mellon mutual funds like DREVX, MPISX and DLDRX for stable returns.
DLDRXNegative Net Change DREVXNegative Net Change MPISXNegative Net Change
mutual-funds
4 Financial Mutual Funds to Keep an Eye On
by Zacks Equity Research
Invest in financial mutual funds like FSPCX, FSLBX, PRISX and FIDSX, which have given impressive returns in Q1 and are expected to perform well in the future.
FSPCXNegative Net Change FSLBXNo Net Change FIDSXNegative Net Change PRISXNegative Net Change
finance mutual-funds
3 Blackrock Mutual Funds for Long-Term Gains
by Zacks Equity Research
Invest in Blackrock mutual funds like MRLRX, MRBVX and BIRCX that have given impressive returns in the past and are expected to do the same in 2024 and beyond.
MRBVXNegative Net Change MRLRXNegative Net Change BIRCXNegative Net Change
mutual-funds
3 Financial Mutual Funds to Buy as Interest Rates Stay Static
by Zacks Equity Research
RPFGX, FIDSX and FSLBX are three financial mutual funds that can provide high returns as the interest rate policy continues on the "higher for longer" path.
FSLBXNo Net Change FIDSXNegative Net Change RPFGXNegative Net Change
finance mutual-funds
3 Large-Cap Value Funds to Buy Amid Rate Cuts Uncertainty
by Zacks Equity Research
Investing in large-cap value funds like HOVLX, TRVLX and NOIEX during times of market volatility is a wise decision.
TRVLXNegative Net Change HOVLXNegative Net Change NOIEXNegative Net Change
mutual-funds
3 Financial Mutual Funds to Buy Amid Rate Cut Uncertainty
by Zacks Equity Research
Higher interest rates for a longer period are likely to benefit financial mutual funds like FSRBX, PRISX and RPFGX.
FSRBXPositive Net Change PRISXNegative Net Change RPFGXNegative Net Change
mutual-funds
3 Mid-Cap Value Funds to Buy Amid Slower GDP Growth
by Zacks Equity Research
Invest in mid-cap value funds like TRMCX, VASVX and FDVLX for stability in a shifting economy.
TRMCXNegative Net Change FDVLXNegative Net Change VASVXNegative Net Change
mutual-funds