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 2024 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | 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 +24.08% per year. These returns cover a period from January 1, 1988 through May 6, 2024. 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
4 Invesco Mutual Funds to Buy as Inflation Stays Elevated
by Zacks Equity Research
Invest in Invesco mutual funds like MLPFX, VSCAX, ACSDX and ACGIX that have given excellent returns amid volatile market conditions.
VSCAXNegative Net Change MLPFXNo Net Change ACGIXNegative Net Change ACSDXNegative Net Change
mutual-funds
3 Empower Mutual Funds for Excellent Returns
by Zacks Equity Research
Invests in Empower mutual funds like MXLGX, MXLSX and MXMVX for robust investment opportunities.
MXLGXPositive Net Change MXLSXNegative Net Change MXMVXNegative Net Change
mutual-funds
3 Market-Neutral Funds to Reduce Risk as Inflation Persists
by Zacks Equity Research
CBHAX, GATEX and CVSIX are three market-neutral funds that can lend stability to one's portfolio as market volatility continues on the back of inflation, which refuses to budge.
GATEXPositive Net Change CVSIXPositive Net Change CBHAXPositive Net Change
mutual-funds
3 Solid Retail Funds to Buy on Soaring Consumer Spending
by Zacks Equity Research
Funds like FSRPX, FDLSX and FDFAX are likely to benefit from the steady rise in consumer spending.
FSRPXNegative Net Change FDFAXNegative Net Change FDLSXNo Net Change
mutual-funds
3 Carillon Mutual Funds for Superior Returns
by Zacks Equity Research
Invests in Carillon mutual funds like EISIX, HRCIX and HAGAX for diversified investment opportunities.
HAGAXNegative Net Change EISIXNegative Net Change HRCIXPositive Net Change
mutual-funds
3 Tech Mutual Funds to Buy Despite Inflationary Pressures
by Zacks Equity Research
Invests in technology mutual funds like FSELX, KTCAX and JNGTX for stability amid inflation challenges.
FSELXPositive Net Change KTCAXPositive Net Change JNGTXPositive Net Change
mutual-funds
2 Consumer Discretionary Funds to Buy as Retail Sales Rise
by Zacks Equity Research
FSRPX and FDLSX are two mutual funds that you can look into as retail and consumer product sales look poised for growth.
FSRPXNegative Net Change FDLSXNo Net Change
consumer-discretionary mutual-funds
3 Value Funds to Bet on Amid Slowing Economic Growth
by Zacks Equity Research
Investing in value funds like PSLAX, FDVLX and AUIAX is a safe bet amid the ongoing market volatility.
FDVLXNegative Net Change PSLAXPositive Net Change AUIAXPositive Net Change
mutual-funds
3 BNY Mellon Mutual Funds for Reliable Returns
by Zacks Equity Research
Invest in BNY Mellon mutual funds like DRGVX, DLDRX and DFLAX for strong returns.
DLDRXNegative Net Change DRGVXPositive Net Change DFLAXNo Net Change
mutual-funds
4 Mid-Cap Value Mutual Funds to Buy as Inflation Stays Elevated
by Zacks Equity Research
Invest in mid-cap value mutual funds like TRMCX, VASVX, FDVLX and WFPRX for long-term gains.
TRMCXNegative Net Change FDVLXNegative Net Change VASVXPositive Net Change WFPRXPositive Net Change
mutual-funds
2 Davis Mutual Funds for Spectacular Returns
by Zacks Equity Research
Consider investing in Davis mutual funds like DCSYX and RPFGX for a disciplined investment approach.
RPFGXPositive Net Change DCSYXNegative Net Change
mutual-funds
4 Blackrock Mutual Funds to Build a Solid Portfolio
by Zacks Equity Research
Invest in Blackrock mutual funds like BMCAX, BIRAX, MDBAX and BREAX that have given impressive returns in the past and are expected to do the same in 2024 and beyond.
BREAXNegative Net Change MDBAXNegative Net Change BMCAXPositive Net Change BIRAXPositive Net Change
mutual-funds
3 Diamond Hill Mutual Funds for Higher Returns
by Zacks Equity Research
Invests in Diamond Hill mutual funds like DHLSX, DHLTX and DHLAX for diversified investment opportunities across various asset classes.
DHLAXNegative Net Change DHLSXPositive Net Change DHLTXNegative Net Change
mutual-funds
3 Utility Mutual Funds to Combat Continued Market Volatility
by Zacks Equity Research
Invest in utility mutual funds like BULIX, FRUAX and FKTUX for steady returns and reduction of risk in a volatile market.
BULIXNo Net Change FKUTXPositive Net Change FRUAXPositive Net Change
mutual-funds utilities
3 Safe Large-Cap Value Funds to Avoid Market Volatility
by Zacks Equity Research
Large-cap value funds like HOVLX, DODGX and EQTIX amid the ongoing market volatility.
DODGXPositive Net Change EQTIXPositive Net Change HOVLXNegative Net Change
mutual-funds
3 John Hancock Mutual Fund for Reliable Returns
by Zacks Equity Research
Invest in John Hancock mutual funds such as JDVVX, JVMIX and JSGCX for higher returns.
JVMIXNegative Net Change JDVVXPositive Net Change JSGCXPositive Net Change
mutual-funds
3 Consumer Staples Mutual Funds to Counter Market Volatility
by Zacks Equity Research
Consider investing in consumer staple mutual funds like FDAGX, FDFAX and FDIGX for stability in uncertain times.
FDFAXNegative Net Change FDAGXPositive Net Change FDIGXNegative Net Change
mutual-funds
3 Healthcare Mutual Funds to Grab as the Sector Continues to Rebound
by Zacks Equity Research
JNGLX, VGHCX and FPHAX are three healthcare mutual funds that can lend solidity to one's portfolio today and provide big returns in the foreseeable future.
VGHCXNegative Net Change FPHAXNo Net Change JNGLXNegative Net Change
medical mutual-funds
3 Credit Suisse Mutual Funds for Consistent Returns
by Zacks Equity Research
Invest in Credit Suisse mutual funds like CHIAX, CSQAX and CCRSX for solid returns.
CHIAXNo Net Change CSQAXNegative Net Change CCRSXNegative Net Change
mutual-funds
3 Utility Funds to Bet on Amid Sinking Consumer Sentiment
by Zacks Equity Research
Consumers??? confidence, which till some time back was high, has dented, making utility mutual funds FSUTX, BULIX and FKUTX prudent considerations for savvy investors.
BULIXNo Net Change FSUTXNegative Net Change FKUTXPositive Net Change
mutual-funds
3 Must-Buy Funds With Retail Sector Staging Solid Rebound
by Zacks Equity Research
Funds like FSRPX, FSCPX and FDLSX are likely to benefit from the rebound in retail sales.
FSRPXNegative Net Change FDLSXNo Net Change FSCPXPositive Net Change
mutual-funds
3 BlackRock Mutual Funds for Solid Returns
by Zacks Equity Research
Invest in BlackRock mutual funds like MDBAX, MDLRX and PCBAX for consistent returns.
PCBAXNegative Net Change MDBAXNegative Net Change MDLRXPositive Net Change
mutual-funds
3 Balanced Mutual Funds to Buy as Inflation Stays Elevated
by Zacks Equity Research
Invest in balanced mutual funds like STFBX, FBALX and HADAX to secure your portfolio against uncertain market conditions.
FBALXPositive Net Change HADAXPositive Net Change STFBXPositive Net Change
mutual-funds
3 Large-Cap Value Funds to Buy as Inflation Resumes Climb
by Zacks Equity Research
Large-cap value funds like AUIAX, NOIEX and EQTIX are a safe bet amid the ongoing market volatility.
EQTIXPositive Net Change AUIAXPositive Net Change NOIEXPositive Net Change
mutual-funds
5 Fidelity Mutual Funds to Build a Solid Portfolio
by Zacks Equity Research
Invest in Fidelity mutual funds like FSENX, FSELX, FMILX, FSLBX and FCMVX, which have given impressive returns in the past and are expected to perform well in the future.
FSENXNegative Net Change FSLBXNegative Net Change FSELXPositive Net Change FMILXPositive Net Change FCMVXPositive Net Change
mutual-funds