Improve client returns with one number

You know past performance doesn’t guarantee future results‑you need a rating system that focuses on the future. The Zacks Mutual Fund Rank provides one simple score that tells you why a fund is positioned to improve client returns by evaluating multiple factors that determine a fund’s future potential.

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Discover what makes a fund the best choice for future performance

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Identify funds that outperform using our predictive rating system

Unlike other ratings, the Mutual Fund Rank is predictive, focused on forecasting future price performance and the likely future success of the fund. Its design is the same as our proven Zacks Rank for stocks: each fund is ranked on a scale from #1 (Strong Buy) to #5 (Strong Sell).

If you select funds in a fiduciary capacity, the Zacks Mutual Fund Rank is essential to your process. It offers a proven method to evaluate, select and track funds with a higher

Take your Mutual Fund research further Sub-Factor Analysis

Get granular with your research by evaluating the factors that drive a fund’s performance. We offer sub-factor scores for the for U.S. Equity and International Funds, Non-Core Asset Class Models, and Fixed Income Funds—each with its own set of criteria we use to calculate the Zacks Mutual Fund Rank.

WATCH THIS

Watch this brief video to learn the basics of a highly effective process using the Zacks Mutual Fund Rank to flag underperforming funds, then identify more potentially productive funds in the same category to replace them.

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In addition to the Zacks Mutual Fund Rank for 6,000
companies, Advisor Tools also offers:

  • Analyst-written equity research for 1,100 major U.S. companies and ADRs
  • Zacks Snapshot and quant-based research reports for 3,600 companies
  • Zacks Rank of 4,000 companies for short-term stock picking
  • Zacks Recommendation for long-term investors
  • Predictive Zacks Mutual Fund Rank for 6,000 companies
  • Analyst-written reports for 500 ETFs plus an additional 1,500 quant ETF reports