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 June 1, 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
4 Top No-Load Mutual Funds to Buy Ahead of 2026
by Zacks Equity Research
FSELX leads a lineup of four no-load mutual funds spotlighted for strong returns, low costs and diversified strategies as markets eye Fed cuts.
mutual-funds
Buy Top 3 PGIM Mutual Fund Options to Consider
by Zacks Equity Research
Invest in PGIM mutual funds like SREAX, PJIZX and TASVX for a diversified portfolio.
mutual-funds
3 Solid Funds to Boost Your Portfolio on Surging Semiconductor Sales
by Zacks Equity Research
PRSCX, KTCAX and FSPTX stand out as surging semiconductor sales and AI-driven deals fuel demand for tech-focused mutual funds in 2025.
mutual-funds
Are These Top 3 Calamos Mutual Funds on Your Radar?
by Zacks Equity Research
Consider investing in Calamos mutual funds like CAHEX, CVTRX and CVSIX for long-term returns.
mutual-funds
3 Macquarie Mutual Funds for Long-Term Stability
by Zacks Equity Research
Invest in Macquarie mutual funds like WSCTX, WASYX and DDFAX for attractive returns.
mutual-funds
3 Morgan Stanley Mutual Funds to Buy for Long-Term Returns
by Zacks Equity Research
Invest in Morgan Stanley mutual funds like TIEUX, MSJAX and MSEEX for higher returns.
mutual-funds
2 Solid Mutual Funds to Buy on Steady Growth in Retail Sales
by Zacks Equity Research
FSRPX and FSCPX stand out as retail-focused funds poised to benefit from steady sales growth and a strong start to the holiday season.
mutual-funds
3 Vanguard Mutual Funds to Support Your Wealth-Building Strategy
by Zacks Equity Research
VASVX, VWELX and VQNPX stand out with strong returns and low costs as Vanguard doubles down on its investor-first strategy in a volatile market.
mutual-funds
3 State Street Mutual Funds Positioned for Strong Performance
by Zacks Equity Research
ELDFX, SSIPX and SSAQX stand out as State Street's evolving strategy, earnings beat and diversified approach draw investor attention.
mutual-funds
3 Victory Mutual Funds for Growth-Oriented Portfolio
by Zacks Equity Research
Invest in Victory mutual funds like USAUX, RSNRX and GLOSX for sustainable growth.
mutual-funds