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 +23.93% per year. These returns cover a period from January 1, 1988 through October 6, 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-funds: Archive
3 Technology Mutual Funds to Bet on for the Digital Future
by Zacks Equity Research
FSELX, KTCAX and JGLTX are three technology mutual funds that offer investors exposure to AI, semiconductors and digital innovation in 2025.
FSELXPositive Net Change KTCAXPositive Net Change JGLTXPositive Net Change
mutual-funds tech-stocks
Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
by Zacks Equity Research
Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns.
BIAUXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
by Zacks Equity Research
These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns.
CIISXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
by Zacks Equity Research
You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio to maximize your returns.
SNTCXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
Is Invesco Equally-Weighted S&P 500 A (VADAX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for VADAX
VADAXNegative Net Change
equity home-builder mutual-funds
Is Wasatch Core Growth Fund (WGROX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for WGROX
WGROXNegative Net Change
equity home-builder mutual-funds
Is American Funds Global Growth A (PGGAX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for PGGAX
PGGAXPositive Net Change
equity home-builder mutual-funds
Is Vanguard Capital Opportunity Inv (VHCOX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for VHCOX
VHCOXPositive Net Change
equity home-builder mutual-funds
Is Medalist MBS Total Return Investor (SEMPX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for SEMPX
SEMPXNegative Net Change
equity home-builder mutual-funds
3 Dimensional Mutual Funds to Strengthen Your Portfolio
by Zacks Equity Research
Below, we share with you three top-ranked Dimensional mutual funds. Each has earned a Zacks Mutual Fund Rank #1.
DFUSXNegative Net Change DEMSXPositive Net Change DFFVXNegative Net Change
mutual-funds
3 Top-Ranked Mutual Funds for Your Retirement
by Zacks Equity Research
Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns.
BRUHXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
Make the Most of Your Retirement with These Top-Ranked Mutual Funds
by Zacks Equity Research
You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio to maximize your returns.
DCUAXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio?
by Zacks Equity Research
Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns.
ICAFXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
3 Lord Abbett Mutual Funds for Higher Returns
by Zacks Equity Research
Below, we share with you three top-ranked Lord Abbett mutual funds. Each has earned a Zacks Mutual Fund Rank #1.
LAGVXNegative Net Change LADPXNegative Net Change LMGAXNegative Net Change
mutual-funds
Is Fidelity Real Estate Income (FRIFX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for FRIFX
FRIFXNegative Net Change
equity home-builder mutual-funds
Is Vanguard Small-Cap Growth Index Admiral (VSGAX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for VSGAX
VSGAXNegative Net Change
equity home-builder mutual-funds
Is American Funds Fundamentl Investors A (ANCFX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for ANCFX
ANCFXPositive Net Change
equity home-builder mutual-funds
Is Hartford Small Company HLS IB (HDMBX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for HDMBX
HDMBXNegative Net Change
equity home-builder mutual-funds
Is Vanguard Mid-Cap Index Investor (VIMSX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for VIMSX
VIMSXNegative Net Change
equity home-builder mutual-funds
Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
by Zacks Equity Research
Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.
JDWAXPositive Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
3 Great Mutual Fund Picks for Your Retirement
by Zacks Equity Research
These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns.
ALVRXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
3 Top-Ranked Mutual Funds for Your Retirement
by Zacks Equity Research
Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns.
FQUAXNegative Net Change
401k-contributions 401k-plan mutual-funds retirement retirement-savings
Is Transamerica Capital Growth A (IALAX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for IALAX
IALAXPositive Net Change
equity home-builder mutual-funds
Is T. Rowe Price Real Estate (TRREX) a Strong Mutual Fund Pick Right Now?
by Zacks Equity Research
Mutual Fund Report for TRREX
TRREXNegative Net Change
equity home-builder mutual-funds
Is VTABX a Strong Bond Fund Right Now?
by Zacks Equity Research
MF Bond Report for VTABX.
VTABXNegative Net Change
bond energy mutual-funds