The Best Actively Managed Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Actively Managed mutual funds.
- Number of Funds
- 12
- Avg. Expense Ratio
- 0.81%
- Avg. Yield
- 7.86%
- Avg. 1 Year Return
- 27.58%
- Median Risk/Return Score
- 38 / 100
The Best Actively Managed Mutual Funds
12 results
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Actively Managed Mutual funds by Risk/Return Score
The top Actively Managed Mutual funds by PortfoliosLab Risk/Return Score are VPCCX (94) and FELAX (93).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | |
| Fidelity Advisor Semiconductors Fund Class A | 93 | — | Dec 2000 | |
| American Funds Fundamental Investors Class A | 64 | — | Aug 1978 | |
| Dodge & Cox International Stock Fund | 64 | — | May 2001 | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 55 | — | Jan 2007 |
Best-Performing Actively Managed Mutual funds Over 5 Years
The top Actively Managed Mutual funds is FELAX (39.19%).
Across the lineup, Actively Managed Mutual funds show an average 1-year return of 27.58% and an average 5-year return of 11.34%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity Advisor Semiconductors Fund Class A | 39.19% | — | Dec 2000 | |
| AQR Long-Short Equity Fund Class N | 21.73% | — | Jul 2013 | |
| Vanguard PRIMECAP Core Fund | 16.53% | 17.20B | Dec 2004 | |
| American Funds Fundamental Investors Class A | 14.14% | — | Aug 1978 | |
| Dodge & Cox International Stock Fund | 11.81% | — | May 2001 |
Lowest-Cost Actively Managed Mutual funds
The top Actively Managed Mutual funds is VPCCX (0.37%).
With an average expense ratio of 0.81%, Actively Managed Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 0.37% | 17.20B | Dec 2004 | |
| Vanguard International Growth Fund Investor Shares | 0.38% | 44.40B | Sep 1981 | |
| Fidelity Intermediate Bond Fund | 0.45% | — | May 1975 | |
| American Funds EUPAC Fund Class R-6 | 0.47% | — | May 2009 | |
| American Funds Fundamental Investors Class A | 0.57% | — | Aug 1978 |
Highest-Yield Actively Managed Mutual funds
The top Actively Managed Mutual funds is GOF (19.88%).
Across the lineup, Actively Managed Mutual funds show an average dividend yield of 7.86%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | 19.88% | — | Jul 2007 | |
| American Funds EUPAC Fund Class R-6 | 16.59% | — | May 2009 | |
| Vanguard PRIMECAP Core Fund | 13.14% | 17.20B | Dec 2004 | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 8.22% | — | Jan 2007 | |
| American Funds Fundamental Investors Class A | 7.32% | — | Aug 1978 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 558 Mutual fundsMunicipal Bonds · 501 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 429 Mutual fundsLarge Cap Blend Equities · 414 Mutual fundsLarge Cap Value Equities · 333 Mutual fundsGlobal Equities · 260 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 135 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 104 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 97 Mutual fundsEnergy Equities · 89 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VPCCX vs. VTSAXVPCCX vs. VPMAXVPCCX vs. VPMCXVPCCX vs. POSKXVPCCX vs. VTIDODFX vs. DODGXDODFX vs. FSPSXDODFX vs. VFIAXDODFX vs. VTSMXDODFX vs. SPYRERGX vs. FSPSXRERGX vs. FTIHXRERGX vs. VTMNXRERGX vs. VTRIXRERGX vs. FSGGXVWIGX vs. VTIAXVWIGX vs. VXUSVWIGX vs. VWICXVWIGX vs. VTRIXVWIGX vs. FIGFXQLENX vs. QMNNXQLENX vs. QLEIXQLENX vs. SPYQLENX vs. CLOBQLENX vs. CLOIFTHRX vs. FBNDXFTHRX vs. FTBFXFTHRX vs. FBNDFTHRX vs. FXNAXFTHRX vs. VGITANCFX vs. AGTHXANCFX vs. VOOANCFX vs. SPYANCFX vs. AMRMXANCFX vs. FXAIXFELAX vs. FSELXFELAX vs. FELIXFELAX vs. FAGAXFELAX vs. FSPTXFELAX vs. SMHGOF vs. PDIGOF vs. JEPQGOF vs. SCHDGOF vs. HYTGOF vs. QQQQQQX vs. QQQQQQX vs. QYLDQQQX vs. SCHDQQQX vs. QYLGQQQX vs. JEPI