Barron’s Best Fund Families, 20252025: #1-American Funds/Capital Group, #2-Fidelity, #3-Vanguard,…,#6-BlackRock, #7-State Street,…,#15-Nuveen/TIAA,…,#18-Pimco, #19-DFA, #20-T Rowe Price,…,23-Franklin Templeton, #24-SIT,…,#30-JP Morgan,…,#35-PGIM, #36-Invesco,…,#46-Manning & Napier.
5-Yrs: #1-SIT, #2-Fidelity, #3-Pimco, #4-DFA, #5-American Funds/Capital Group,…,#9-BlackRock,…,#11-Nuveen/TIAA,…,#15-JP Morgan,…,#17-T Rowe Price, #18-Vanguard,…,#22-Franklin Templeton,…,#30-Invesco,…,#35-PGIM, #36-State Street, #42-Russell.
Also provided are rankings for
10-Yr and within the
categories (general equity, world equity, mixed asset, taxable bond, tax-deferred bond).
Index funds were excluded, but active and semi-active (factor) ETFs were included.
Various weights were used for overall scores including asset-weights.
https://www.barrons.com/articles/best-fund-families-087f63f1MSN (
@Observant1)
https://www.msn.com/en-us/money/savingandinvesting/barron-s-best-fund-families/ar-AA1X6ugu
Comments
and at least one fund in both the world equity and mixed-asset categories to be included in Barron's rankings.
They must also offer at least two taxable bond funds and one national tax-exempt bond fund.
Just 46 asset managers out of 795 in Lipper's database met Barron's criteria in 2025.
Dodge & Cox and Janus Henderson are two prominent firms which were excluded
because they do not offer funds in all the requisite categories.
The focus of this Barron's article was 2025 fund performance.
A one year period is an awfully short time to judge actively managed OEFs and ETFs.
https://www.msn.com/en-us/money/savingandinvesting/barron-s-best-fund-families/ar-AA1X6ugu
Note: Tables from the original Barron's article are unfortunately excluded on MSN.