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 +23.81% per year. These returns cover a period from January 1, 1988 through November 3, 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
3 Must-Buy Mutual Funds on Rebound in Retail Sales
by Zacks Equity Research
Funds like FDFAX, FSRPX and FDLSX are likely to benefit from the jump in retail sales.
FSRPXPositive Net Change FDFAXPositive Net Change FDLSXPositive Net Change
mutual-funds
3 Calamos Mutual Fund for Long-term Returns
by Zacks Equity Research
Invest in Calamos mutual funds like CVLOX, CAGEX and CTASX for a diversified portfolio
CVLOXPositive Net Change CAGEXPositive Net Change CTASXPositive Net Change
mutual-funds
Buy 3 Janus Henderson Mutual Funds for a Growth Portfolio
by Zacks Equity Research
Invest in Janus Henderson mutual funds like JNRFX, JNGLX and JDMAX for solid returns.
JNGLXPositive Net Change JNRFXNegative Net Change JDMAXPositive Net Change
mutual-funds
4 Top Vanguard Mutual Funds to Buy Amid Market Uncertainty
by Zacks Equity Research
Invest in Vanguard mutual funds like VGENX, VQNPX, VWUSX and VEIPX, which are expected to perform well in the future.
VWUSXNegative Net Change VQNPXPositive Net Change VGENXNegative Net Change VEIPXPositive Net Change
mutual-funds
3 Healthcare Mutual Funds to Buy in the Current Environment
by Zacks Equity Research
PRHSX, JNGLX and FPHAX are three healthcare mutual funds that can lend solidity to one's portfolio today and provide big returns in the foreseeable future.
PRHSXPositive Net Change FPHAXPositive Net Change JNGLXPositive Net Change
medical mutual-funds
4 Fidelity Mutual Funds to Buy Amid Market Uncertainty
by Zacks Equity Research
Invest in Fidelity mutual funds like FSELX, FSPCX, FMILX and FCLKX for long-term gains.
FSPCXPositive Net Change FSELXNegative Net Change FMILXPositive Net Change FCLKXPositive Net Change
mutual-funds
3 Healthcare Mutual Funds to Navigate Through Market Volatility
by Zacks Equity Research
Healthcare funds like VGHCX, FSPHX and JNGLX are a safe bet during times of market volatility.
FSPHXPositive Net Change VGHCXPositive Net Change JNGLXPositive Net Change
mutual-funds
3 Utility Funds to Play Safe Amid Growing Recession Fears
by Zacks Equity Research
Utility funds like FSTUK, BULIX and FKUTX are a safe bet during times of market volatility.
BULIXPositive Net Change FSUTXPositive Net Change FKUTXPositive Net Change
mutual-funds
3 Goldman Sachs Mutual Funds to Keep An Eye On
by Zacks Equity Research
Invest in Goldman Sachs mutual funds like GLCTX, GVIRX and GMAPX, which have given impressive returns in the past and are expected to perform well in the future.
GLCTXNegative Net Change GVIRXNegative Net Change GMAPXNegative Net Change
mutual-funds
Buy 3 Large-Cap Value Mutual Funds Amid Inflation and Trade Risks
by Zacks Equity Research
Invest in large-cap value mutual funds like DAVGX, TGDVX and NOIEX with easing inflation and trade risks.
TGDVXPositive Net Change DAGVXPositive Net Change NOIEXPositive Net Change
mutual-funds
3 NY Investments Mutual Funds for Solid Gains
by Zacks Equity Research
Invest in NY Life Investments mutual funds like EPSRX, MCOAX and MLRSX for broad investment opportunities.
EPSRXPositive Net Change MCOAXPositive Net Change MLRSXNegative Net Change
mutual-funds
3 Large-Cap Value Funds to Play Safe Amid Growing Trade War Fears
by Zacks Equity Research
Large-cap value funds like NOIEX, PEYAX and VBCVX are a safe bet during times of market volatility.
PEYAXPositive Net Change VBCVXPositive Net Change NOIEXPositive Net Change
mutual-funds
3 Thornburg Mutual Funds for Long-Term Returns
by Zacks Equity Research
Invest in Thornburg mutual funds like TIMBX, TGIRX and THOGX for stable portfolio management.
TGIRXPositive Net Change TIBMXPositive Net Change THOGXPositive Net Change
mutual-funds
3 Neuberger Berman Mutual Funds Worth Investing in
by Zacks Equity Research
Invest in Neuberger Berman mutual funds like NPNAX, NRMGX and NSGRX for a strategic portfolio.
NPNAXPositive Net Change NRGSXPositive Net Change NRMGXPositive Net Change
mutual-funds
3 Large-Cap Value Funds to Buy Amid Sinking Consumer Confidence
by Zacks Equity Research
Large-cap value funds like NOIEX, DODGX and TCLCX are a safe bet as sinking consumer confidence is leading to market volatility.
DODGXPositive Net Change TCLCXPositive Net Change NOIEXPositive Net Change
mutual-funds
3 Mutual Funds to Buy on Steady Growth in Semiconductor Sales
by Zacks Equity Research
Funds like PRSCX, FSELX and ROGSX are poisedto benefit form the jump in semiconductor sales.
ROGSXNegative Net Change PRSCXNegative Net Change FSELXNegative Net Change
mutual-funds
3 Large-Cap Value Mutual Funds to Build a Solid Portfolio
by Zacks Equity Research
Invest in large-cap value funds like DAGVX, PEYAX and ABVAX to preserve your capital and generate future returns.
ABVAXPositive Net Change PEYAXPositive Net Change DAGVXPositive Net Change
mutual-funds
3 Allspring Mutual Funds to Buy for Impressive Returns
by Zacks Equity Research
Consider investing in Allspring mutual funds like EVSRX, EKBCX and WFPRX for diversified investment opportunities.
EKBCXPositive Net Change WFPRXPositive Net Change EVSRXPositive Net Change
mutual-funds
3 BlackRock Mutual Funds to Accumulate for Long-Term Gains
by Zacks Equity Research
Invest in BlackRock mutual funds like BMCAX, BDMAX and MDBAX that have given impressive returns in the past and are expected to do the same in 2025 and beyond.
MDBAXPositive Net Change BMCAXNegative Net Change BDMAXPositive Net Change
mutual-funds
3 Hennessy Mutual Funds to Buy for Balanced Investment Strategies
by Zacks Equity Research
Invests in Hennessy mutual funds like HJPNX, HFMDX and HBFBX for a strategic investment approach.
HBFBXPositive Net Change HFMDXPositive Net Change HJPNXPositive Net Change
mutual-funds
3 Financial Mutual Funds to Buy on the Trump Tariff Impositions
by Zacks Equity Research
RPFGX, PRISX and FSLBX are three top-ranked financial mutual funds that can provide high returns as the Trump White House starts imposing tariffs on trading partners.
FSLBXNegative Net Change PRISXPositive Net Change RPFGXPositive Net Change
finance mutual-funds
Buy 3 AQR Mutual Funds to Strengthen Your Portfolio
by Zacks Equity Research
Invest in AQR mutual funds like QLENX, ASMNX and QMNNX for disciplined investing.
QLENXPositive Net Change QMNNXPositive Net Change ASMNXPositive Net Change
mutual-funds
3 Davis Mutual Funds to Enhanced Your Portfolio
by Zacks Equity Research
Consider investing in Davis mutual funds like RPFGX, DCSYX and NYVTX for long-term growth.
RPFGXPositive Net Change DCSYXPositive Net Change NYVTXPositive Net Change
mutual-funds
3 Driehaus Mutual Funds for Long-term Returns
by Zacks Equity Research
Invest in Driehaus mutual funds like DVSMX, DMAGX and DRESX for a diversified portfolio.
DRESXPositive Net Change DMAGXPositive Net Change DVSMXPositive Net Change
mutual-funds
4 Invesco Mutual Funds to Buy for 2025 and Beyond
by Zacks Equity Research
Invest in Invesco mutual funds like MLPTX, VSMIX, ACGMX and ACETX, which have performed well so far this year and are expected to continue their run in the long term.
MLPTXPositive Net Change VSMIXPositive Net Change ACETXNegative Net Change ACGMXNegative Net Change
mutual-funds