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 +24.08% per year. These returns cover a period from January 1, 1988 through May 6, 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 Energy Mutual Funds to Buy on Continued Geopolitical Issues
by Zacks Equity Research
FRNRX, PRNEX and FSENX are three top energy-focused mutual funds that can be invested in as the sector is poised to do well in the coming months.
PRNEXNegative Net Change FSENXPositive Net Change FRNRXNegative Net Change
energy mutual-funds
3 Transamerica Mutual Funds for Consistent Returns
by Zacks Equity Research
Invests in Transamerica mutual funds like TALCX, TIHIX and TLARX for solid returns.
TALCXNo Net Change TLARXNegative Net Change TIHIXPositive Net Change
mutual-funds
3 Solid Growth Funds to Buy on the Ongoing Wall Street Rally
by Zacks Equity Research
Growth stocks like BRAGX, PNOPX and FMILX are expected to perform well during the ongoing Wall Street rally.
PNOPXNegative Net Change BRAGXPositive Net Change FMILXNegative Net Change
mutual-funds
3 Russell Investments Mutual Funds for Stable Returns
by Zacks Equity Research
Consider investing in Russell Investments' mutual funds like RTDSX, RTISX and RGDTX for a diversified portfolio.
RTDSXPositive Net Change RTISXPositive Net Change RGDTXPositive Net Change
mutual-funds
3 Frost Mutual Funds to Buy for Reliable Returns
by Zacks Equity Research
Invests in Frost mutual funds like FACEX, FCFAX and FATRX for higher returns.
FCFAXNegative Net Change FATRXNegative Net Change FACEXPositive Net Change
mutual-funds
3 Communication Services Funds to Buy as the Sector Remains Solid
by Zacks Equity Research
KTCAX, PRMTX and FSELX are three communication services funds that can be defensive and make the most of the sector's upside.
PRMTXPositive Net Change FSELXPositive Net Change KTCAXNegative Net Change
communications mutual-funds
3 Large-Cap Growth Funds to Buy as Inflation Cools in April
by Zacks Equity Research
Large-cap growth funds like FSBDX, JRAAX and TRBCX are likely to benefit as inflation cools.
TRBCXNegative Net Change JRAAXNegative Net Change FSBDXNegative Net Change
mutual-funds
4 Technology Mutual Funds to Buy for Long-Term Gains
by Zacks Equity Research
Invest in technology mutual funds like FSELX, FATIX, KTCSX and FSPTX for steady returns in the long run.
FSPTXNegative Net Change FSELXPositive Net Change FATIXPositive Net Change KTCSXPositive Net Change
mutual-funds
3 Must-Buy Tech Funds as Nasdaq Rallies to New Record High
by Zacks Equity Research
The ongoing tech rally is expected to help funds like FSELX, KTCAX and JNGTX.
FSELXPositive Net Change KTCAXNegative Net Change JNGTXNegative Net Change
mutual-funds
5 Top Vanguard Mutual Funds Amid Volatile Market Conditions
by Zacks Equity Research
Invest in Vanguard mutual funds like VQNPX, VWNDX, VSEQX, VGHCX and VSTCX to earn excellent returns amid uncertain market conditions.
VSEQXNegative Net Change VQNPXNegative Net Change VSTCXNegative Net Change VGHCXNegative Net Change VWNDXNegative Net Change
mutual-funds
3 BlackRock Mutual Funds to Buy on the Fed's Rate-Cut Delay
by Zacks Equity Research
Invest in BlackRock mutual funds like PCBAX, BREAX and MRBVX for high returns and risk reduction as the Fed continues to delay rate cuts.
BLKPositive Net Change PCBAXNegative Net Change BREAXNegative Net Change MRBVXNegative Net Change
finance mutual-funds
3 Funds to Buy on Rebounding Semiconductor Sales
by Zacks Equity Research
Funds like FSELX, JNGTX and KTCAX are likely to benefit from the rebound in semiconductor sales.
FSELXPositive Net Change KTCAXNegative Net Change JNGTXNegative Net Change
mutual-funds
3 Growth Mutual Funds to Buy on Rate Cut Optimism
by Zacks Equity Research
Investing in growth mutual funds such as DREVX, PEMGX and GWGIX offers diversification and potential for long-term gains.
PEMGXNegative Net Change DREVXNegative Net Change GWGIXPositive Net Change
mutual-funds
3 Utility Funds to Buy Amid Delay in Fed's Planned Rate Cuts
by Zacks Equity Research
Utility funds like BULIX, FKUTX and FSUTX are a safe bet during times of market volatility.
BULIXNegative Net Change FSUTXNegative Net Change FKUTXNegative Net Change
mutual-funds
2 GQG Partners' Mutual Funds for Stable Returns
by Zacks Equity Research
Invest in GQG Partners' mutual funds like GQRRX and GQERX for superior returns.
GQERXNegative Net Change GQRRXNegative Net Change
mutual-funds
3 Hotchkis & Wiley Mutual Funds for Solid Returns
by Zacks Equity Research
Consider investing in Hotchkis & Wiley mutual funds like HWSCX, HWGAX and HWHAX for disciplined value investing.
HWGAXPositive Net Change HWHAXNegative Net Change HWSCXPositive Net Change
mutual-funds
3 Financial Mutual Funds to Buy Amid Higher Interest Rates
by Zacks Equity Research
Financial funds like PRISX, FSLBX and FSPCX are likely to gain so long interest rates remain elevated.
FSPCXNegative Net Change FSLBXNegative Net Change PRISXPositive Net Change
mutual-funds
3 Large-Cap Value Funds to Buy Amid Uncertainty Over Rate Cuts
by Zacks Equity Research
Large-cap value funds like HOVLX, NOIEX and BRUDX are a safe bet amid ongoing market volatility.
HOVLXNegative Net Change NOIEXPositive Net Change BRUDXPositive Net Change
mutual-funds
3 Eaton Vance Mutual Funds for Reliable Returns
by Zacks Equity Research
Invests in Eaton Vance mutual funds like EVIFX, EAPCX and EAPDX for diversified investment opportunities across equity, income and alternative strategies.
EVIFXNo Net Change EAPCXPositive Net Change EAPDXNegative Net Change
mutual-funds
4 Financial Mutual Funds to Buy as Inflation Stays Elevated
by Zacks Equity Research
Invest in financial mutual funds like FSPCX, FSLBX, PRISX and FIDSX as the inflation curve moves higher.
FSPCXNegative Net Change FSLBXNegative Net Change FIDSXPositive Net Change PRISXPositive Net Change
finance mutual-funds
3 Glenmede Mutual Funds for Maximizing Returns
by Zacks Equity Research
Consider investing in Glenmede mutual funds like GTCIX, GQSCX and GTLLX for diverse investment opportunities and potential growth.
GTLLXNegative Net Change GTCIXPositive Net Change GQSCXPositive Net Change
mutual-funds
3 Mid-Cap Value Funds to Buy Amid Slower GDP Growth
by Zacks Equity Research
Mid-cap funds like VASVX, FDVLX and JVMIX are a safe bet amid the uncertainty over the economy's future.
FDVLXPositive Net Change VASVXNegative Net Change JVMIXPositive Net Change
mutual-funds
4 Invesco Mutual Funds to Buy as Inflation Stays Elevated
by Zacks Equity Research
Invest in Invesco mutual funds like MLPFX, VSCAX, ACSDX and ACGIX that have given excellent returns amid volatile market conditions.
VSCAXPositive Net Change MLPFXPositive Net Change ACGIXNegative Net Change ACSDXPositive Net Change
mutual-funds
3 Empower Mutual Funds for Excellent Returns
by Zacks Equity Research
Invests in Empower mutual funds like MXLGX, MXLSX and MXMVX for robust investment opportunities.
MXLGXPositive Net Change MXLSXPositive Net Change MXMVXPositive Net Change
mutual-funds
3 Market-Neutral Funds to Reduce Risk as Inflation Persists
by Zacks Equity Research
CBHAX, GATEX and CVSIX are three market-neutral funds that can lend stability to one's portfolio as market volatility continues on the back of inflation, which refuses to budge.
GATEXNegative Net Change CVSIXPositive Net Change CBHAXPositive Net Change
mutual-funds