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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 December 24
    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.
  • Sven
    American team management structire is unique in MF industry. Had good result with AF New World fund in the past. Now have few of their ETFs and equally good result. Only thing i am watching is the private equity they got into this year.
  • Observant1
    "American team management structure is unique in MF industry."

    Some (all?) of the founders of PRIMECAP Management formerly worked at AF.
    Like AF, PRIMECAP also uses an approach where individual portfolio managers
    manage "sleeves" of a mutual fund independently.
  • rforno
    I own several AFs in my long-long term account, and my entire 403(b) is in RWMGX. I've been very pleased with their performance, management, and investing style.
  • WABACWABAC
    On my equity watch list POSKX has come from back in the pack to lead CGDV at the last pole. It could be a photo finish.
  • Observant1
    edited December 24
    Vanguard's PRIMECAP-managed funds have performed very well YTD (as of 12/24 market close).

    VPCCX: 32.00%
    VPMAX: 31.52%
    VHCAX: 27.90%

    Edit: Updated YTD performance to reflect 12/24 returns.
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