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 +23.94% per year. These returns cover a period from January 1, 1988 through July 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
The SpaceX IPO Trade: 4 Mutual Funds That Could Win Big
by Zacks Equity Research
SpaceX's planned Nasdaq debut could boost mutual funds with large private stakes, including Baron and Fidelity offerings positioned for a NAV lift.
TSLAPositive Net Change FCNTXPositive Net Change FDGRXPositive Net Change FBGRXPositive Net Change BFGFXNegative Net Change
auto-tires-trucks mutual-funds
BFGIX: A Concentrated Growth Fund With a Strong Long-Term Record
by Zacks Equity Research
BFGIX has outpaced key benchmarks over 10 years, driven by a concentrated portfolio and gains in private investments tied to innovation trends.
BFGIXNegative Net Change
mutual-funds
2 Rydex Mutual Funds to Diversify Your Investment Portfolio
by Zacks Equity Research
Explore Rydex mutual funds, such as RYSAX and RYBHX, for a growth-focused investment approach.
RYBHXNegative Net Change RYSAXPositive Net Change
mutual-funds
Grab These 2 Real Estate Funds as Construction Spending Rebounds
by Zacks Equity Research
Construction spending rebounds for the second month as housing demand stays firm, putting FRESX and JIREX in focus.
FRESXNegative Net Change JIREXNegative Net Change
mutual-funds
AI Powers S&P 500 to New All-Time Closing High: 3 Tech Funds to Grab
by Zacks Equity Research
As AI enthusiasm lifts the S&P 500 to another record close, KTCAX, FSELX and JNGTX emerge as tech fund picks to watch.
FSELXPositive Net Change KTCAXNo Net Change JNGTXPositive Net Change
mutual-funds
3 Eaton Vance Mutual Funds to Add to Your Watchlist
by Zacks Equity Research
Invest in Eaton Vance mutual funds like EDIRX, EAGMX and EAFGX for a diversified exposure across market segments.
EAFGXPositive Net Change EAGMXNo Net Change EDIRXPositive Net Change
mutual-funds
3 Catalyst Mutual Funds to Consider for Portfolio Growth
by Zacks Equity Research
Consider investing in Catalyst mutual funds like TRXAX, CAXIX and CLPAX for a diversified portfolio.
TRXAXNegative Net Change CLPAXPositive Net Change CAXIXPositive Net Change
mutual-funds
2 Funds to Buy as Manufacturing Activity Roars Back to 4-Year High
by Zacks Equity Research
With U.S. manufacturing PMI at a 4-year high, FSDAX and FSAVX stand out as funds positioned to benefit from sustained sector growth and demand.
FSDAXPositive Net Change FSAVXNegative Net Change
mutual-funds
SpaceX Exposure Makes BFGFX Worth Watching Now
by Zacks Equity Research
BFGFX offers indirect exposure to SpaceX, Baron Capital???s, as reports of a confidential SEC filing spark IPO interest.
BFGFXNegative Net Change
mutual-funds
3 Thrivent Mutual Funds Worth Considering for Long-Term Growth
by Zacks Equity Research
Consider investing in Thrivent mutual funds like AASMX, LBIIX and AALGX for strong historical performance.
LBIIXNegative Net Change AALGXPositive Net Change AASMXPositive Net Change
mutual-funds