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
- 5
- Avg. Expense Ratio
- 0.54%
- Avg. Yield
- 7.43%
- Avg. 1 Year Return
- 29.38%
- Median Risk/Return Score
- 54 / 100
The Best Actively Managed Mutual Funds
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | May 1, 2001 | 0.61% | 11.48% | 11.25% | 4.53% | 67 | ||||||||
| Fidelity Advisor Technology Fund Class A | Technology Equities, Actively Managed | Nov 6, 2025 | 0.89% | — | — | 2.56% | — | ||||||||
| American Funds EUPAC Fund Class R-6 | Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed | May 1, 2009 | 0.47% | 9.59% | 9.31% | 10.22% | 40 | ||||||||
| Vanguard PRIMECAP Core Fund | Large Cap Blend Equities, Actively Managed | Dec 9, 2004 | 0.37% | 29.25% | 17.30% | 13.35% | 95 | ||||||||
| Vanguard International Growth Fund Investor Shares | Foreign Large Cap Equities, Large Cap Growth Equities, Actively Managed | Sep 30, 1981 | 0.38% | 3.51% | 10.17% | 6.51% | 9 |
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 (95) and DODFX (67).
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 | 95 | 15.30B | Dec 2004 | |
| Dodge & Cox International Stock Fund | 67 | — | May 2001 | |
| American Funds EUPAC Fund Class R-6 | 40 | — | May 2009 | |
| Vanguard International Growth Fund Investor Shares | 9 | 43.80B | Sep 1981 |
Best-Performing Actively Managed Mutual funds Over 5 Years
The top Actively Managed Mutual funds is VPCCX (16.28%).
Across the lineup, Actively Managed Mutual funds show an average 1-year return of 29.38% and an average 5-year return of 7.45%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 16.28% | 15.30B | Dec 2004 | |
| Dodge & Cox International Stock Fund | 10.83% | — | May 2001 | |
| American Funds EUPAC Fund Class R-6 | 4.58% | — | May 2009 | |
| Vanguard International Growth Fund Investor Shares | -1.88% | 43.80B | Sep 1981 |
Lowest-Cost Actively Managed Mutual funds
The top Actively Managed Mutual funds is VPCCX (0.37%).
With an average expense ratio of 0.54%, 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% | 15.30B | Dec 2004 | |
| Vanguard International Growth Fund Investor Shares | 0.38% | 43.80B | Sep 1981 | |
| American Funds EUPAC Fund Class R-6 | 0.47% | — | May 2009 | |
| Dodge & Cox International Stock Fund | 0.61% | — | May 2001 | |
| Fidelity Advisor Technology Fund Class A | 0.89% | — | Nov 2025 |
Highest-Yield Actively Managed Mutual funds
The top Actively Managed Mutual funds is VPCCX (13.35%).
Across the lineup, Actively Managed Mutual funds show an average dividend yield of 7.43%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 13.35% | 15.30B | Dec 2004 | |
| American Funds EUPAC Fund Class R-6 | 10.22% | — | May 2009 | |
| Vanguard International Growth Fund Investor Shares | 6.51% | 43.80B | Sep 1981 | |
| Dodge & Cox International Stock Fund | 4.53% | — | May 2001 | |
| Fidelity Advisor Technology Fund Class A | 2.56% | — | Nov 2025 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 503 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 431 Mutual fundsLarge Cap Blend Equities · 412 Mutual fundsLarge Cap Value Equities · 334 Mutual fundsGlobal Equities · 261 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 · 134 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 · 108 Mutual fundsMultisector Bonds · 103 Mutual fundsTotal Bond Market · 102 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 78 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
DODFX vs. DODGXDODFX vs. VFIAXDODFX vs. FSPSXDODFX vs. VTSMXDODFX vs. SPYRERGX vs. FSPSXRERGX vs. FTIHXRERGX vs. VTMNXRERGX vs. VTRIXRERGX vs. FSGGXVPCCX vs. VTSAXVPCCX vs. POSKXVPCCX vs. VPMCXVPCCX vs. VPMAXVPCCX vs. VTIVWIGX vs. VTIAXVWIGX vs. VXUSVWIGX vs. VWICXVWIGX vs. VTRIXVWIGX vs. FIGFXFFONX vs. FBGRXFFONX vs. AAIZXFFONX vs. AIOFFONX vs. ARKVXFFONX vs. BOGSX