3 Actively Managed Funds That Beat the S&P 500

It’s no secret that index funds rule.

(Image credit: Getty Images)

It’s no secret that index funds rule. In the 15-year period that ended in December 2016, 92% of actively managed large-company stock funds lagged Standard & Poor’s 500-stock index. But do any funds beat the index? As a matter of fact, some do.

To find large-company stock funds that have done the best job of beating the S&P 500, we picked apart the returns of some winning funds, analyzing calendar-year returns, annualized returns over the past one-, five- and 10-year periods and rolling 12-month returns over the past 10 years, which track successive 12-month periods starting anew each month.

We concede, these funds lagged the S&P 500 during some stretches over the past decade. But our favorites outpace the index on a one-year, three-year, five-year and 10-year annualized return basis. And perhaps more important, they were the most consistent, too, outperforming the benchmark in more than 70% of the rolling-return periods we scrutinized.

Data is as of July 3, 2017. Click on symbol links in each slide for current share prices and more.

Nellie S. Huang
Senior Associate Editor, Kiplinger's Personal Finance

Nellie joined Kiplinger in August 2011 after a seven-year stint in Hong Kong. There, she worked for the Wall Street Journal Asia, where as lifestyle editor, she launched and edited Scene Asia, an online guide to food, wine, entertainment and the arts in Asia. Prior to that, she was an editor at Weekend Journal, the Friday lifestyle section of the Wall Street Journal Asia. Kiplinger isn't Nellie's first foray into personal finance: She has also worked at SmartMoney (rising from fact-checker to senior writer), and she was a senior editor at Money.