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Mutual Fund Commentary: Archive
Caution Ahead: BPTRX and BPTIX's Heavy SpaceX Bet Raises the Stakes
by Zacks Equity Research
SpaceX's outsized role in Baron Partners funds has boosted long-term returns but brought sharp 2026 swings as SpaceX and Tesla fell.
BPTIXPositive Net Change BPTRXPositive Net Change
aerospace mutual-funds
3 of the Best Vanguard Mutual Funds to Buy Ahead of September
by Zacks Equity Research
Discover three Vanguard mutual funds, VEIPX, VTMFX and VPMCX, offering distinct approaches to portfolio diversification ahead of September.
VEIPXPositive Net Change VPMCXPositive Net Change VTMFXPositive Net Change
mutual-funds
3 Top Fidelity Mutual Funds to Buy Ahead of September
by Zacks Equity Research
Fidelity funds face a bumpier economic outlook as weaker consumer spending, higher oil prices and inflation concerns cloud September prospects.
FIKGXNegative Net Change FIJDXPositive Net Change FGKFXPositive Net Change
mutual-funds
3 Gabelli Mutual Funds to Consider for Your Portfolio
by Zacks Equity Research
Invest in Gabelli mutual funds such as GFSIX, GIGRX and GABOX for research-driven investment strategies.
GABOXPositive Net Change GIGRXPositive Net Change GFSIXNegative Net Change
mutual-funds
Buy 3 Artisan Mutual Funds for a Diversified Portfolio
by Zacks Equity Research
Consider investing in Artisan mutual funds such as ARTGX, ARTFX and ARTHX for a growth-oriented investment strategy.
ARTFXNegative Net Change ARTGXPositive Net Change ARTHXPositive Net Change
mutual-funds
3 Healthcare Funds to Play Safe as Fed Readies for Rate Hike
by Zacks Equity Research
FSPHX, JNGLX and VGHCX offer defensive healthcare exposure as persistent inflation and rising oil prices raise rate-hike concerns.
FSPHXPositive Net Change VGHCXPositive Net Change JNGLXPositive Net Change
mutual-funds
3 Large-Cap Growth Funds to Boost Your Portfolio as Inflation Eases
by Zacks Equity Research
Inflation is easing, making FBCGX, LGILX and FCNTX attractive large-cap growth funds with strong three- and five-year returns.
LGILXPositive Net Change FCNTXPositive Net Change FBCGXPositive Net Change
mutual-funds
3 Large-Cap Value Funds to Buy Amid Sinking Consumer Sentiment
by Zacks Equity Research
VEIPX, NOIEX and FSTKX offer large-cap value exposure as consumer sentiment sinks amid inflation and economic uncertainty.
VEIPXPositive Net Change NOIEXPositive Net Change FSTKXPositive Net Change
mutual-funds
Why the BFGFX Fund Is Underperforming After SpaceX IPO
by Zacks Equity Research
BFGFX's recent decline is being driven by factors beyond SpaceX, despite the stock's strong contribution to the fund's second-quarter return.
MSCIPositive Net Change TSLAPositive Net Change BFGFXPositive Net Change SPCXPositive Net Change
mutual-funds
3 Utility Funds to Play Safe as Oil Prices Surge on Geopolitical Tensions
by Zacks Equity Research
FSUTX, FKUTX and BULIX offer utility fund exposure as geopolitical tensions, rising oil prices and Fed uncertainty weigh on markets.
BULIXPositive Net Change FSUTXPositive Net Change FKUTXPositive Net Change
mutual-funds