2025 Performance For 10 Largest Active Funds

Observant1

"The end of the year is when investors take stock of their portfolios.
They evaluate how their investments fared and decide on changes.
To that end, I thought I’d review how the 10 largest actively managed mutual funds have done."

"It’s good news. All but one had double-digit returns, and they all outperformed their peers.
Markets got over their worries about tariffs and an artificial intelligence bubble to post nice returns.
Overseas funds fared even better as foreign equities outperformed US stocks and the dollar fell,
making foreign currencies even more valuable."

https://www.morningstar.com/funds/10-largest-active-funds-had-an-awesome-2025

stayCalm

Wow -- near sweep by American Funds.

Old_Joe

American Funds Growth Fund of America
American Funds Balanced
American Funds Washington Mutual
American Funds Fundamental Investors
American Funds Income Fund of America

Owned all of those (and a few other American Funds) at various times when we were in the accumulation phase. We did very well by American Funds.

Mark

Being self-employed I never invested with them because of the front end load. My loss perhaps. I am glad that I locked unto their Capital Group managed ETF's however.

Observant1

I previously owned AF Fundamental Investors (RFNEX) in my 401(k) and AF Balanced (RLBGX) in my HSa.

davidrmoran

I don't know how many years ago I decided to exchange my large (for me) positions in Contra and Ponax (too big, too risky, too something else) for more-conservative ETFs. Sigh.