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a day ago
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3 Mutual Funds to Grab on S&P 500's Continued Rally
Wall Street's rally gained momentum on Tuesday, with the S&P 500 and the Nasdaq both closing at fresh record highs after new data showed inflation rose less than expected. The S&P 500, in particular, has had an impressive run this year. After nearly slipping into a bear market in April, the index has staged a robust recovery and has been setting new records over the past month. The latest surge is fueled by renewed confidence in potential interest rate cuts and heavy domestic investments in the tech sector. Given the upbeat sentiment, it would be ideal to consider investing in large-cap growth funds. Three such funds are: T. Rowe Price Lrg Cp Gr I TRLGX, JPMorgan U.S. GARP Equity I JPGSX and Fidelity Contrafund FCNTX. S&P 500 Hits Another Milestone On Tuesday, the S&P 500 climbed 1.1% to close at 6,445.76 points, setting its seventh record close in less than a month and its 16th for the year. The rally gathered steam after CPI data suggested that inflation rose just 0.2% in July, down from 0.3% in May and below the consensus estimate of a 0.3% rise. Year over year, CPI advanced 2.7%, also below economists' expectations of a rise of 2.8%. Core CPI, which excludes the volatile food and energy prices, was up 0.3% in July, matching expectations, while the annual core figure came in at 3.1%, marginally above the consensus estimate of a rise of 3%. Concerns had been mounting that President Donald Trump's tariffs could drive up prices and slow the economy, but the softer inflation reading eased those worries and boosted hopes for a September rate cut. Following the report, markets priced in a 94% probability of a 25-basis-point cut, up from 85% before the release. Investor Confidence Boosting the S&P 500 This year has been a rollercoaster for the S&P 500. After hitting a record high in February on optimism over Trump's pro-business stance, the index plunged in April when his administration introduced sweeping tariffs, sparking fears of a trade war. By April, it had fallen nearly 18% for the year, coming close to bear market territory. The rebound started after Trump paused tariffs, initiated talks with U.S. trade partners, and finalized trade deals with multiple countries. Since then, the index has been on a steady climb, gaining 2.8% in the past month and 9.6% so far this year. Large-Cap Growth Funds With Upside We have selected three large-cap growth funds that are poised to gain from the above factors. Moreover, these funds have encouraging three and five-year returns. The minimum initial investment is within $5000. We expect these funds to outperform their peers in the future. Remember, the goal of the Zacks Mutual Fund Rank is to guide investors in identifying potential winners and losers. Unlike most of the fund-rating systems, the Zacks Mutual Fund Rank is not just focused on past performance but also on the likely future success of the fund. The question here is: why should investors consider mutual funds? Reduced transaction costs and diversification of portfolio without several commission charges that are associated with stock purchases are primarily why one should be parking money in mutual funds (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money). T. Rowe Price Lrg Cp Gr I fund seeks to provide long-term capital appreciation through investments in common stocks of growth companies. TRLGX normally invests at least 80% of its net assets in the common stocks of large companies. T. Rowe Price Lrg Cp Gr I fund has a track record of positive total returns for over 10 years. Specifically, TRLGX's returns over the three and five-year benchmarks are 25.9% and 15.7%, respectively. The annual expense ratio of 0.55% is lower than the category average of 0.94%. TRLGX has a Zacks Mutual Fund Rank #1. To see how this fund performed compared to its category, and other #1 or 2 Ranked Mutual Funds, please click here. JPMorgan U.S. GARP Equity I fund seeks long-term growth of capital. Under normal circumstances, JPGSX invests at least 80% of its assets in equity investments of large- and mid-capitalization U.S. companies. JPMorgan U.S. GARP Equity I fund has had a track record of positive total returns for over 10 years. Specifically, JPGSX returns over the three and five-year benchmarks are 25.6% and 18.7%, respectively. JPGSX has a Zacks Mutual Fund Rank #1 and an annual expense ratio of 0.59%. To see how this fund performed compared to its category, and other #1 or 2 Ranked Mutual Funds, please click here. Fidelity Contrafund seeks capital appreciation. FCNTX invests primarily in the common stock of companies whose value management believes is not fully recognized by the public. Fidelity Contrafund has a track record of positive total returns for over 10 years. Specifically, FCNTX's returns over the three and five-year benchmarks are 28.4% and 18.2%, respectively. FCNTX has an annual expense ratio of 0.59%, which is lower than its category average. To see how this fund performed compared to its category and other #1 or 2 Ranked Mutual Funds, please click here. Want key mutual fund info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (FCNTX): Fund Analysis Report Get Your Free (TRLGX): Fund Analysis Report Get Your Free (JPGSX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
Yahoo
08-07-2025
- Business
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Is Vanguard Developed Markets Index Admiral (VTMGX) a Strong Mutual Fund Pick Right Now?
There are plenty of choices in the Non US - Equity category, but where should you start your research? Well, one fund that might be worth investigating is Vanguard Developed Markets Index Admiral (VTMGX). VTMGX has no Zacks Mutual Fund Rank, but we have been able to look into other metrics like performance, volatility, and cost. Zacks categorizes VTMGX as Non US - Equity, a segment stacked high with options. Non US - Equity mutual funds like to invest in companies outside of the United States, an important characteristic since global mutual funds are known to keep a good portion of their portfolio stateside. These kinds of funds can often extend across all cap levels, and will typically allocate their investments between emerging and developed markets. Vanguard Group is responsible for VTMGX, and the company is based out of Malvern, PA. Since Vanguard Developed Markets Index Admiral made its debut in August of 1999, VTMGX has garnered more than $31.54 billion in assets. The fund is currently managed by a team of investment professionals. Investors naturally seek funds with strong performance. This fund in particular has delivered a 5-year annualized total return of 11.29%, and it sits in the top third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3 -year annualized total return of 10.32%, which places it in the middle third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. VTMGX's standard deviation over the past three years is 17.64% compared to the category average of 14.53%. The standard deviation of the fund over the past 5 years is 16.72% compared to the category average of 14.16%. This makes the fund more volatile than its peers over the past half-decade. Investors should not forget about beta, an important way to measure a mutual fund's risk compared to the market as a whole. VTMGX has a 5-year beta of 0.87, which means it is likely to be less volatile than the market average. Because alpha represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which is the S&P 500 in this case, one should pay attention to this metric as well. With a negative alpha of -2.21, managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Costs are increasingly important for mutual fund investing, and particularly as competition heats up in this market. And all things being equal, a lower cost product will outperform its otherwise identical counterpart, so taking a closer look at these metrics is key for investors. In terms of fees, VTMGX is a no load fund. It has an expense ratio of 0.07% compared to the category average of 0.91%. From a cost perspective, VTMGX is actually cheaper than its peers. Investors should also note that the minimum initial investment for the product is $3,000 and that each subsequent investment needs to be at $1 Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. For additional information on this product, or to compare it to other mutual funds in the Non US - Equity, make sure to go to for additional information. Zacks provides a full suite of tools to help you analyze your portfolio - both funds and stocks - in the most efficient way possible. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (VTMGX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-07-2025
- Business
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3 Mutual Funds to Buy as Consumer Sentiment Makes a Solid Rebound
Wall Street is on a rally, with the S&P 500 and the Nasdaq reaching record highs amid easing trade concerns and reduced geopolitical tensions. Investor confidence has also been lifted by growing expectations that the Federal Reserve may soon cut interest rates. This wave of positive momentum has led to a rebound in consumer sentiment for the first time in 2025. This renewed optimism is fueling investor confidence, making it a favorable time to consider investing in large-cap growth funds. Three such funds are Fidelity Contrafund FCNTX, Janus Henderson Research A JRAAX and MassMutual Disciplined Gr Svc DEIGX. Consumer confidence surged in June, with the Michigan Consumer Sentiment Index jumping 16.3% to 60.7 from May's 52.2, marking the largest monthly gain in more than three decades. Several factors have been contributing to this rebound in sentiment. The United States is nearing a trade agreement with China after extensive negotiations, and more trade deals are expected ahead of the July 8 deadline for tariff talks. Meanwhile, tensions in the Middle East have eased. Although the United States conducted airstrikes on Iran's nuclear sites, Iran's retaliation was less severe than feared. Alongside easing inflation and a softer labor market, this has raised hopes for Fed rate cuts. Easing tensions are boosting markets. The S&P 500 notched another record close on Monday, rising 0.5% to finish at 6,204.95, following Friday's high. The Nasdaq also climbed 0.5%, closing at 20,369.73. However, the tech-heavy Nasdaq gave up some of its gains on Wednesday but is on track to resume its northbound journey. The S&P 500 has surged 20% since its April lows, and is up nearly 5% for the year. Markets are expected to gain further momentum if the Fed begins cutting rates, with traders anticipating at least two 25 basis point cuts in 2025. The first could come as early as July, based on signals from Fed officials. We have selected three large-cap growth funds that are poised to gain from the above factors. Moreover, these funds have encouraging three and five-year returns. The minimum initial investment is within $5000. We expect these funds to outperform their peers in the future. Remember, the goal of the Zacks Mutual Fund Rank is to guide investors in identifying potential winners and losers. Unlike most of the fund-rating systems, the Zacks Mutual Fund Rank is not just focused on past performance but also on the likely future success of the fund. The question here is: why should investors consider mutual funds? Reduced transaction costs and diversification of portfolio without several commission charges that are associated with stock purchases are primarily why one should be parking money in mutual funds (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money). Fidelity Contrafund seeks capital appreciation. FCNTX invests primarily in the common stock of companies whose value management believes is not fully recognized by the public. Fidelity Contrafund has a track of positive total returns for over 10 years. Specifically, FCNTX's returns over the three and five-year benchmarks are 21.8% and 17.4%, respectively. FCNTX has an annual expense ratio of 0.63%, which is lower than its category average. To see how this fund performed compared to its category and other #1 or 2 Ranked Mutual Funds, please click here. Janus Henderson Research A fund is part of the Large Cap Growth mutual fund category. JRAAX invests in many large U.S. companies that are expected to grow much faster than the other large-cap stocks. Janus Henderson Research A fund has had a track of positive total returns for over 10 years. Specifically, JRAAX's returns over the three and five-year benchmarks are 21.4% and 16%, respectively. The fund's annual expense ratio is 0.86%, which is lower than its category average. To see how this fund performed compared to its category, and other #1 or 2 Ranked Mutual Funds, please click here. MassMutual Disciplined Gr Svc fund seeks to outperform the total return performance of its benchmark index, the Russell 1000 Growth Index, while maintaining risk characteristics similar to those of the benchmark. DEIGX invests substantially all (but no less than 80%) of its net assets in common stocks of companies included in the fund's benchmark index. MassMutual Disciplined Gr Svc has a track of positive total returns for over 10 years. Specifically, DEIGX's returns over the three and five-year benchmarks are 18.3% and 16%, respectively. DEIGX has a Zacks Mutual Fund Rank #1 and an annual expense ratio of 0.79%, which is lower than its category average. To see how this fund performed compared to its category, and other #1 or 2 Ranked Mutual Funds, please click here. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (DEIGX): Fund Analysis Report Get Your Free (FCNTX): Fund Analysis Report Get Your Free (JRAAX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
23-06-2025
- Business
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Is VSLAX a Strong Bond Fund Right Now?
Have you been searching for a High Yield - Bonds fund? You might want to begin with Invesco Senior Loan A (VSLAX). VSLAX has no Zacks Mutual Fund Rank, but we have been able to look into other metrics like performance, volatility, and cost. VSLAX is part of the High Yield - Bonds section, which is a segment that boasts many possible options. Often referred to as " junk " bonds, High Yield - Bonds funds sit below investment grade, meaning they are at a high default risk compared to their investment grade peers. However, one advantage to junk bonds is that they generally pay out higher yields while posing similar interest rate risks to their investment grade counterparts. Invesco is based in Kansas City, MO, and is the manager of VSLAX. The Invesco Senior Loan A made its debut in February of 2005 and VSLAX has managed to accumulate roughly $43.02 million in assets, as of the most recently available information. The fund is currently managed by a team of investment professionals. Of course, investors look for strong performance in funds. VSLAX has a 5-year annualized total return of 7.39% and it sits in the middle third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3 -year annualized total return of 7.18%, which places it in the middle third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. The standard deviation of VSLAX over the past three years is 4.26% compared to the category average of 14.94%. Over the past 5 years, the standard deviation of the fund is 4.39% compared to the category average of 13.71%. This makes the fund less volatile than its peers over the past half-decade. This fund has a beta of -0.33, meaning that it is less volatile than a broad market index of fixed income securities. Taking this into account, VSLAX has a positive alpha of 5.13, which measures performance on a risk-adjusted basis. Costs are increasingly important for mutual fund investing, and particularly as competition heats up in this market. And all things being equal, a lower cost product will outperform its otherwise identical counterpart, so taking a closer look at these metrics is key for investors. In terms of fees, VSLAX is a load fund. It has an expense ratio of 1.84% compared to the category average of 0.91%. VSLAX is actually more expensive than its peers when you consider factors like cost. Investors should also note that the minimum initial investment for the product is $1,000 and that each subsequent investment needs to be at $50 Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Your research on the High Yield - Bonds segment doesn't have to stop here. You can check out all the great mutual fund tools we have to offer by going to to see the additional features we offer as well for additional information. Zacks provides a full suite of tools to help you analyze your portfolio - both funds and stocks - in the most efficient way possible. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (VSLAX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-06-2025
- Business
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Is Vanguard Value Index Admiral (VVIAX) a Strong Mutual Fund Pick Right Now?
Looking for a Large Cap Value fund? You may want to consider Vanguard Value Index Admiral (VVIAX) as a possible option. The fund does not have a Zacks Mutual Fund Rank, though we have been able to explore other metrics like performance, volatility, and cost. VVIAX is one of many Large Cap Value mutual funds to choose from. These funds invest in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. This strategy can often produce low P/E ratios and high dividend yields; growth levels; however, growth levels are oftentimes cut back. These funds'high growth opportunities are slowed even more since large-cap stocks are usually in more stable industries with low to moderate growth prospects. Thus, investors interested in a stable income stream fund Large Cap Value funds very appealing. Vanguard Group is based in Malvern, PA, and is the manager of VVIAX. The Vanguard Value Index Admiral made its debut in November of 2000 and VVIAX has managed to accumulate roughly $36.28 billion in assets, as of the most recently available information. The fund is currently managed by a team of investment professionals. Of course, investors look for strong performance in funds. VVIAX has a 5-year annualized total return of 13.86% and it sits in the middle third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 8.48%, which places it in the top third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 14.6%, the standard deviation of VVIAX over the past three years is 15.69%. Over the past 5 years, the standard deviation of the fund is 15.16% compared to the category average of 14.26%. This makes the fund more volatile than its peers over the past half-decade. Investors should note that the fund has a 5-year beta of 0.82, so it is likely going to be less volatile than the market at large. Because alpha represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which is the S&P 500 in this case, one should pay attention to this metric as well. The fund has produced a positive alpha over the past 5 years of 0.63, which shows that managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. As competition heats up in the mutual fund market, costs become increasingly important. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. Thus, taking a closer look at cost-related metrics is vital for investors. In terms of fees, VVIAX is a no load fund. It has an expense ratio of 0.05% compared to the category average of 0.94%. From a cost perspective, VVIAX is actually cheaper than its peers. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Don't stop here for your research on Large Cap Value funds. We also have plenty more on our site in order to help you find the best possible fund for your portfolio. Make sure to check out for more information about the world of funds, and feel free to compare VVIAX to its peers as well for additional information. Zacks provides a full suite of tools to help you analyze your portfolio - both funds and stocks - in the most efficient way possible. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (VVIAX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
