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 +23.75% per year. These returns cover a period from January 1, 1988 through July 7, 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 American Funds Mutual Funds for Reliable Returns
by Zacks Equity Research
Invest in American Funds mutual funds like AMECX, AIVSX and ABALX for a well-rounded investment strategy.
ABALXNegative Net Change AMECXNegative Net Change AIVSXPositive Net Change
mutual-funds
3 Columbia Mutual Funds to Buy Now for Maximizing Returns
by Zacks Equity Research
Consider investing in Columbia Threadneedle Investments mutual funds like LEGAX, CTFAX and SLVAX for a diverse portfolio.
SLVAXPositive Net Change LEGAXPositive Net Change CTFAXNo Net Change
mutual-funds
3 Eaton Vance Mutual Funds for Long-term Returns
by Zacks Equity Research
Invest in Eaton Vance mutual funds like EVIFX, EAPCX and EAERX for sustainable returns.
EVIFXNegative Net Change EAERXNegative Net Change EAPCXNo Net Change
mutual-funds
3 Invesco Mutual Funds to Add to Your Portfolio
by Zacks Equity Research
Invest in Invesco mutual funds like MLPFX, VSMCX and ACGIX, which have performed well so far this year and are expected to continue their run in the long term.
MLPFXNegative Net Change ACGIXPositive Net Change VSMCXPositive Net Change
mutual-funds
3 Tech Mutual Funds to Thrive Amid Strong Labor Conditions
by Zacks Equity Research
With a resilient U.S. labor market and the Federal Reserve's cautious stance on interest rates, tech mutual funds like FSELX, KTCAX and PRSCX offer promising investment opportunities.
PRSCXNegative Net Change FSELXPositive Net Change KTCAXPositive Net Change
mutual-funds
3 Financial Mutual Funds to Buy as Rate Cuts Slow Down in 2025
by Zacks Equity Research
PRISX, FSLBX and FIDSX are three top-ranked financial mutual funds that can provide high returns as rate cuts slow down in 2025.
FSLBXNegative Net Change FIDSXPositive Net Change PRISXPositive Net Change
finance mutual-funds
Buy These 3 Baron Mutual Funds for Solid Returns
by Zacks Equity Research
Consider investing in Baron mutual funds like BDAFX, BRIFX and BFGFX for impressive returns.
BFGFXPositive Net Change BDAFXNegative Net Change BRIFXNegative Net Change
mutual-funds
3 American Century Investments Mutual Funds for Higher Returns
by Zacks Equity Research
Consider investing in American Century Investments mutual funds like ALVDX, BGEIX and BULIX for long-term returns.
BULIXNegative Net Change BGEIXNegative Net Change ALVDXNegative Net Change
mutual-funds
Buy 3 Carillon Mutual Funds for Great Returns
by Zacks Equity Research
Invests in Carillon mutual funds such as HAGAX, EISIX and HRCIX for sustainable returns.
HAGAXPositive Net Change EISIXPositive Net Change HRCIXNo Net Change
mutual-funds
3 Utility Funds to Buy as Fed Signals Fewer Rate Cuts in 2025
by Zacks Equity Research
Utility funds like FKUTX, FSUTX and BULIX are a safe bet during times of market volatility.
BULIXNegative Net Change FSUTXNegative Net Change FKUTXNegative Net Change
mutual-funds
3 Large-Cap Value Mutual Funds to Buy for 2025 & Beyond
by Zacks Equity Research
Invest in large-cap value funds like DRGVX, JLVRX and ABVIX to preserve your capital and generate future returns.
DRGVXPositive Net Change JLVRXPositive Net Change ABVIXPositive Net Change
mutual-funds
3 BNY Mellon Mutual Funds to Enhance Your Portfolio Performance
by Zacks Equity Research
Invest in BNY Mellon mutual funds like DREVX, MPISX and DLDRX for diversified growth and data-driven strategies.
DLDRXNegative Net Change DREVXPositive Net Change MPISXPositive Net Change
mutual-funds
5 Fidelity Mutual Funds to Accumulate for Gains in 2025
by Zacks Equity Research
Invest in Fidelity mutual funds like FSENX, FSPCX, FMILX and FSELX for long-term gains.
FSENXNegative Net Change FSPCXNegative Net Change FSELXPositive Net Change FMILXPositive Net Change
mutual-funds
3 American Beacon Mutual Funds for Solid Returns
by Zacks Equity Research
Consider investing in American Beacon mutual funds like AVPAX, AAGPX and AAERX for a diversified portfolio.
AAGPXPositive Net Change AVPAXPositive Net Change AAERXNegative Net Change
mutual-funds
3 Mutual Funds to Boost Your Portfolio on Soaring Retail Sales
by Zacks Equity Research
Funds like FSRPX, FDFAX and FDLSK are likely to benefit form the jump in retail sales.
FSRPXNo Net Change FDFAXNegative Net Change FDLSXPositive Net Change
mutual-funds
Buy 3 Consumer Discretionary Mutual Funds With Increasing Retail Sales
by Zacks Equity Research
Invests in consumer discretionary funds like FSRPX, FDLSX and FDFAX, as recent retail sales data shows a rise in consumer spending, driven by growth in e-commerce and automotive sectors.
FSRPXNo Net Change FDFAXNegative Net Change FDLSXPositive Net Change
mutual-funds
3 Large-Cap Value Funds to Buy as Volatility Returns to Markets
by Zacks Equity Research
Large-cap value funds like NOIEX, TRVLX and DODGX are a safe bet during times of market volatility.
DODGXNo Net Change TRVLXNegative Net Change NOIEXNegative Net Change
mutual-funds
3 Allspring Mutual Fund for Consistent Returns
by Zacks Equity Research
Invests in Allspring mutual funds like EKBAX, WFPAX and EVSAX for attractive returns.
EKBAXPositive Net Change WFPAXNegative Net Change EVSAXNo Net Change
mutual-funds
3 AQR Mutual Funds for Long-Term Returns
by Zacks Equity Research
Invests in AQR mutual funds like QLENX, AQMNX and AMONX for a diversified portfolio.
QLENXPositive Net Change QMNNXPositive Net Change AMONXPositive Net Change
mutual-funds
Consumer Sentiment Hits 7-Month High: 3 Mutual Funds With Upside
by Zacks Equity Research
Funds like FDLSX, FSRPX and FDFAX are likely to benefit as consumer sentiment is on the rise.
FSRPXNo Net Change FDFAXNegative Net Change FDLSXPositive Net Change
mutual-funds
3 Funds to Buy as Consumer Confidence Hits 16-Month High
by Zacks Equity Research
Mutual funds like FSRPX, FDLSX and FDFAX are posied to gain from the jump in consumer confidence.
FSRPXNo Net Change FDFAXNegative Net Change FDLSXPositive Net Change
mutual-funds
3 First Eagle Mutual Funds Worth Considering for Your Portfolio
by Zacks Equity Research
Invests in First Eagle mutual funds like SGGDX, FEHRX and FEVRX for long-term growth.
SGGDXNegative Net Change FEVRXNegative Net Change FEHRXNegative Net Change
mutual-funds
3 Large-Cap Value Funds to Dodge Ongoing Market Volatility
by Zacks Equity Research
Value funds like FSTKX, JPIVX and DODGX are a safe bet during times of market volatility.
DODGXNo Net Change FSTKXNo Net Change
mutual-funds
3 Mutual Funds to Buy Ahead on Growing Retail Sales
by Zacks Equity Research
Funds like FSRPX, FDLSX and FDFAX are poised to benefit from the surge in retail sales.
FSRPXNo Net Change FDFAXNegative Net Change FDLSXPositive Net Change
mutual-funds
3 Tech Funds Set to Gain From the Ongoing Market Rally
by Zacks Equity Research
Funds like KTCAX, ROGSX and FSELX are poised to gain from the ongoing rally and the Federal Reserve's recent tax cut.
ROGSXPositive Net Change FSELXPositive Net Change KTCAXPositive Net Change
mutual-funds