The Proven Choice for Forward-Looking Mutual Fund Research.

See for yourself how Zacks' original mutual fund research in Advisor Tools, including our Mutual Fund Rank and Sub-Factor Analysis, offers a unique and proven-effective way to predict future mutual fund performance.

Get Our Free Guide.

By checking this box, I read and agree to the Privacy Policy & Terms of Use. By checking this box, I consent for Zacks and affiliates/agents to call or text me for any purpose at any number provided, included via automated telephone dialing system or prerecorded voice, and such consent is not required to purchase goods or services as I may always call directly at 1-866-794-6065.

Our Mutual Fund Rank helps you identify outperforming funds.

Unlike other ratings, the Mutual Fund Rank in Advisor Tools 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—because it offers a proven method to evaluate, select and track funds with a higher probability of outperforming relative to similar funds in a given Morningstar category.

Go deeper with Sub-Factor Analysis.

The Mutual Fund Rank Sub-Factor Analysis in Advisor Tools lets you get granular with your research, by scoring underlying factors to provide more insight into the drivers of fund performance. For instance, factors for US Equity mutual funds include Short-Term Alpha and Long-Term Stock Selection, while Fixed Income fund factors include Risk and Consistency of Returns. Sub-Factor Analysis uses the same #1 to #5 ranking scheme as the Mutual Fund Rank.

Use our mutual fund research to improve performance of client holdings.

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.

Discover our complete mutual fund research resources and tools.

In addition to the Mutual Fund Rank and Sub-Factor Analysis, the web-based Advisor Tools platform offers:

  • Research covering 6000+ unique mutual fund strategies and 20,000 share classes
  • Multi-asset class screening, charting, news, events and more
  • Access to predictive mutual fund quant models, market strategy and outlook reports
  • Plus more Zacks proprietary research and original content

Experience Advisor Tools with a guided demo!