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 2026 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 +23.70% per year. These returns cover a period from January 1, 1988 through April 6, 2026. 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.
View the Zacks #1 Rank List
Mutual Fund Commentary: Archive
Buy 3 Hartford Mutual Funds for Consistent Returns
by Zacks Equity Research
Explore Hartford mutual funds such as HNCCX, HIADX and SIDNX for broad market opportunities.
HIADXPositive Net Change HNCCXPositive Net Change SIDNXNegative Net Change
mutual-funds
3 Crossmark Mutual Funds to Buy for Stable Allocation
by Zacks Equity Research
Invest in Crossmark mutual funds such as SEEKX, SNTFX and TRDFX for a values-based investment approach.
SEEKXPositive Net Change TRDFXPositive Net Change SNTFXNegative Net Change
mutual-funds
Buy 3 Bridge Builder Mutual Funds for Portfolio Stability
by Zacks Equity Research
Explore Bridge Builder mutual funds like BBGSX, BBCPX and BBVLX for a long-term investment approach.
BBCPXPositive Net Change BBGSXPositive Net Change BBVLXPositive Net Change
mutual-funds
3 Large-Cap Value Funds to Buy Amid Spiraling Economic Concerns
by Zacks Equity Research
VBCVX, NOIEX and BBVLX emerge as large-cap value fund picks as inflation, weak jobs data and rising oil prices fuel market uncertainty.
VBCVXPositive Net Change BBVLXPositive Net Change NOIEXPositive Net Change
mutual-funds
Buy 3 AMG Mutual Funds for Risk-Adjusted Returns
by Zacks Equity Research
Invest in AMG mutual funds like YACKX, ARRFX and FQUAX for diversified strategies across asset classes backed by independent fund managers.
YACKXNegative Net Change FQUAXNegative Net Change ARRFXPositive Net Change
mutual-funds
Buy These 3 Oberweis Mutual Funds for Strategic Allocation
by Zacks Equity Research
Invest in Oberweis mutual funds like OBSOX, OBIOX and OBEGX for a researched investment approach.
OBEGXPositive Net Change OBIOXPositive Net Change OBSOXPositive Net Change
mutual-funds
Invest in These 3 Top AQR Mutual Funds for Reliable Gains
by Zacks Equity Research
Consider investing in AQR mutual funds like ASMNX, AQGNX and QMNNX for factor-driven investment strategies.
QMNNXNegative Net Change AQGNXNo Net Change
mutual-funds
5 Vanguard Mutual Funds to Tackle Inflation and Geopolitical Risks
by Zacks Equity Research
Vanguard mutual funds offer diversification and low costs as investors navigate inflation, job losses and volatility here are five picks for 2026.
VWUSXPositive Net Change VQNPXPositive Net Change VGENXPositive Net Change VWNFXPositive Net Change VPMCXPositive Net Change
mutual-funds
Buy 3 Calamos Mutual Funds for Portfolio Stability
by Zacks Equity Research
Invest in Calamos mutual funds like CTSOX, CCHEX and CVSIX for reliable returns.
CVSIXPositive Net Change CCHEXPositive Net Change CTSOXPositive Net Change
mutual-funds
4 Large-Cap Value Funds to Navigate Volatility and Stagflation Risks
by Zacks Equity Research
Amid rising volatility and stagflation fears, funds like NOIEX offer income, stability and strong returns for risk-averse investors.
PEYAXPositive Net Change TGDVXPositive Net Change MDBAXNo Net Change NOIEXPositive Net Change
mutual-funds