Capital Group has earned first place in Barron’s Best Fund Families, placing first among 46 active fund managers for asset-weighted performance for 2025 across active mutual funds and ETFs in both equity and fixed income.
Barron’s recognized our ability to navigate volatility through our disciplined approach, which combines collaborative research, diverse perspectives and a long-term view.
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How Barron’s ranked fund families
Barron’s goal is to “measure manager skill, independent of expenses beyond management fees.” Rankings are based on asset-weighted results of Capital Group ETFs and American Funds without sales charges or 12b-1 fees measured against all other funds in their Lipper categories. See details below.
“…the top active fund managers in Barron’s annual Best Fund Families survey relied on their processes and research to uncover bargains across asset classes, profiting when markets rebounded.”
“Barron’s Best Fund Families.” Barron’s, 2026.
Built for the long term
Barron’s ranked Capital Group No. 5 for the 5-year period and No. 3 for the 10-year period. We also retained Morningstar’s coveted “High” Parent rating, a distinction earned by fewer than 5% of asset managers globally.1 Together, these accolades highlight the strength of our active approach and its role at the core of client portfolios.
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Footnote/Important information:
1Source: Morningstar, as of December 31, 2025. Capital Group received a Parent rating of High. Out of 337 firms analyzed, 5.3% also received the same rating as of that date. The parent pillar rating is a current view and is reflective of a firm’s history, both recent and long-term.
Morningstar Pillar Ratings: Morningstar assigns scores to the People, Process, and Parent Pillars on a -2 to +2 basis. Those scores respond to the pillar ratings assigned to a vehicle based either on an analyst’s qualitative assessment or using algorithmic techniques (as explained in further detail in the “Pillar Evaluation” section of Morningstar Medalist Rating Methodology). The pillar ratings take the form of Low, Below Average, Average, Above Average, and High. The Morningstar Pillar Rating should not be used as the sole basis in evaluating a managed investment. Morningstar Pillar Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or outcomes to differ significantly from what we expected. The Parent Pillar represents Morningstar’s assessment of the stewardship quality of a firm. The model considers data points such as manager retention, fees, and the firm’s historical performance. The People Pillar represents Morningstar’s assessment of management’s talent, tenure, and resources. The model considers data points such as the number of months since a management change and manager excess return. Capital Group did not compensate Morningstar for the ratings and comments contained in this material. However, the firm has paid Morningstar a licensing fee to access and publish its ratings data. For more detailed information about these ratings, including its methodology, please visit Morningstar’s website.
Source: Barron’s Best Fund Families as of February 26, 2026. Barron’s ranked Capital Group/American Funds No. 1 for 2025. To be included in the ranking, a firm must have at least three funds in the general equity category, one world equity, one mixed equity such as a balanced or target date fund, two taxable bond funds, and one national tax-exempt bond fund. Barron’s measured active mutual fund and ETF total returns for the 1-year period as of December 31, 2025, against all other active funds in their LSEG Lipper category, weighted by asset size, relative to a total of 46 fund families’ other assets in its general classification. A fund’s score is multiplied by the weight of its general classification as determined by the Lipper universe of funds. Returns are calculated without sales charges or 12b-1 fees. The same process is repeated to determine the 5- and 10-year rankings. See Barron’s Best Fund Families article for further information. Past results are not predictive of future results.
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