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 +23.80% per year. These returns cover a period from January 1, 1988 through August 3, 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.
Mutual Fund Commentary: Archive
3 Solid Funds to Boost Your Portfolio on Roaring Semiconductor Sales
by Zacks Equity Research
JNGTX, PRSCX and KTCAX stand out as semiconductor funds poised to benefit from strong chip sales and renewed AI optimism.
PRSCXPositive Net Change KTCAXPositive Net Change JNGTXPositive Net Change
mutual-funds
4 J.P. Morgan Mutual Funds to Navigate the Current Volatility
by Zacks Equity Research
JDEAX, JICAX, JHUKX and JSVRX offer diversified exposure across U.S. equities, emerging markets and small-cap value amid market volatility.
JDEAXPositive Net Change JSVRXPositive Net Change JICAXPositive Net Change JHUKXPositive Net Change
mutual-funds
4 Top-Ranked Mutual Funds to Invest in as Market Volatility Continues
by Zacks Equity Research
LCSMX, FSAGX, FGADX and FSENX offer exposure to resilient market themes, with strong returns amid volatility, inflation and geopolitical risks.
FSAGXPositive Net Change FSENXNegative Net Change FGADXPositive Net Change LCSMXPositive Net Change
mutual-funds
3 Healthcare Funds to Take Refuge in as Fed Hikes Interest Rates
by Zacks Equity Research
Fed hikes rates and signals another, putting VGHCX, JNGLX and FSPHX in focus as healthcare funds amid volatility.
FSPHXNegative Net Change VGHCXPositive Net Change JNGLXPositive Net Change
mutual-funds
Buy 3 Neuberger Funds With Diverse Investment Strategies
by Zacks Equity Research
Neuberger Berman's mutual fund lineup spans multiple investment strategies. Here are three funds to explore: NBPTX, NBSRX and NMGAX.
NMGAXNo Net Change NBPTXNo Net Change NBSRXNo Net Change
mutual-funds
4 Top-Ranked No-Load Mutual Funds to Beat Economic Headwinds
by Zacks Equity Research
Four no-load mutual funds offer low expenses, positive long-term returns and diversification as investors navigate inflation and economic headwinds.
FGADXPositive Net Change FSELXPositive Net Change MLPTXNegative Net Change VSMIXNo Net Change
mutual-funds
Buy 3 Needham Mutual Funds for Long-Term Gains
by Zacks Equity Research
Invest in Needham mutual funds like NEEGX, NEAGX and NESGX for growth-focused mutual funds.
NEAGXPositive Net Change NEEGXPositive Net Change NESGXPositive Net Change
mutual-funds
3 Utility Funds to Protect Your Portfolio as Consumer Sentiment Sinks
by Zacks Equity Research
BULIX, FSUTX and FKUTX stand out as utility funds for portfolio protection amid inflation, weak sentiment and market volatility.
BULIXPositive Net Change FSUTXPositive Net Change FKUTXPositive Net Change
mutual-funds
3 Large-Cap Value Funds to Grab on a Likely Fed Interest Rate Hike
by Zacks Equity Research
VEIPX, SLVAX and FSTKX offer large-cap value exposure as persistent inflation raises expectations for another Fed rate hike.
VEIPXPositive Net Change SLVAXPositive Net Change FSTKXPositive Net Change
mutual-funds
3 Utility Mutual Funds to Buy as Fed Rate Hike Looks Likely
by Zacks Equity Research
Invest in utility mutual funds as the Fed's expected rate hike and elevated inflation keep market volatility high. FKUTX, CSUAX and BULIX provide focused exposure to the sector.
mutual-funds utilities