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2025 Performance For 10 Largest Active Funds

Observant1
in Fund Discussions
"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

Comments

  • stayCalm
    Wow -- near sweep by American Funds.
  • Old_JoeOld_Joe
    edited December 23
    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.

  • MarkMark
    edited December 23
    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
    edited 12:38AM
    I previously owned AF Fundamental Investors (RFNEX) in my 401(k) and AF Balanced (RLBGX) in my HSa.
  • davidrmorandavidrmoran
    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.
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