Barron's Best Fund Families of 2025

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Fidelity Investments was ranked #1 for the 10-year period, #2 for the 5-year period out of 42 of fund families, and #2 out of 46 fund families for the 1-year period ended 12/31/2025 by Barron’s, based on calendar-year relative performance.

Source: Barron’s Best Fund Families, 2/26/26.

Past performance is no guarantee of future results.

To be included in the ranking, fund families must have at least three actively managed mutual funds or active ETFs in Lipper’s general U.S. stock category, in addition to: one world equity, one mixed-asset, two taxable bond, and one national tax-exempt bond fund(s), and funds must have a track record of at least one year. Barron’s calculates returns before 12b-1 marketing fees, fund loads, or sales charges are deducted, and returns are measured against all other funds in each respective LSEG Lipper category. Best Fund Families results are asset-weighted, which means that firms’ largest funds have the biggest impact on their rankings. For more information, please proceed to the article above.

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