Top-Performing Mutual Funds by Category
Tool

Top-Performing Mutual Funds by Category

Hybrid Stock Funds

In the tables below, see the ten top-performing for the past 1-, 3-, 5-, 10- and 20-year periods. Click on any fund's symbol for a daily market snapshot of the fund.

The Kiplinger 25: Our Favorite No-Load Mutual Funds | Read All Fund Watch Columns

Data through July 31, 2019

Hybrid Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Franklin Templeton Convertible Securities AFISCX15.57%14.02%10.01%12.03%8.94%35.50%0.84%
Value Line Asset AllocationVLAAX15.4412.19.9711.546.832none1.12
Fidelity Convertible SecuritiesFCVSX13.8310.035.29.797.812none0.45
Fidelity Advisor Convertible Securities AFACVX13.489.74.899.487.5225.750.75
AllianzGI Convertible A**+ANZAX13.3612.928.2211.338.0635.500.96
T. Rowe Price Capital Appreciation**PRWCX13.2511.310.7112.410.272none0.71
MEMBERS Diversified Income AMBLAX11.118.547.358.915.3725.751.1
Columbia Convertible Securities APACIX11.0312.537.6310.597.3135.751.13
Fidelity Advisor Multi-Asset Income AFWATX10.876.114.001.08
Fallen Angels IncomeFAINX10.779.656.98.962none2.08
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through July 31, 2019

Hybrid Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Franklin Templeton Convertible Securities AFISCX15.57%14.02%10.01%12.03%8.94%35.50%0.84%
Value Line Income & GrowthVALIX7.5213.059.3610.057.327none1.12
AllianzGI Convertible A**+ANZAX13.3612.928.2211.338.0635.500.96
Columbia Convertible Securities APACIX11.0312.537.6310.597.3135.751.13
Value Line Asset AllocationVLAAX15.4412.19.9711.546.832none1.12
Lord Abbett Convertible ALACFX10.5711.897.139.2232.251.04
Hotchkis & Wiley Value Opportunities AHWAAX-1.0711.827.6515.3185.251.22
Teton Convertible Securities AAAWESRX9.8511.586.810.139.0122.00r1.15
Janus Henderson Balanced TJABAX8.911.518.329.546.962none0.82
Thrivent Aggressive Allocation STAAIX3.2211.418.2410.874none0.66
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through July 31, 2019

Hybrid Stock Funds - 5 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
T. Rowe Price Capital Appreciation**PRWCX13.25%11.3%10.71%12.4%10.27%2none%0.71%
Wells Fargo Diversified Capital Builder AEKBAX5.6910.8410.2812.55.6755.751.11
Franklin Templeton Convertible Securities AFISCX15.5714.0210.0112.038.9435.500.84
Value Line Asset AllocationVLAAX15.4412.19.9711.546.832none1.12
Northern Income EquityNOIEX4.9810.529.4511.617.715none1.01
Value Line Income & GrowthVALIX7.5213.059.3610.057.327none1.12
Disciplined Growth InvestorsDGIFX6.5510.489.244none0.78
GuideStone Defensive Market Strategies InvGDMZX7.988.728.522none0.93
Calamos Growth & Income ACVTRX6.4210.638.349.378.4534.751.09
Janus Henderson Balanced TJABAX8.911.518.329.546.962none0.82
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through July 31, 2019

Hybrid Stock Funds - 10 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Hotchkis & Wiley Value Opportunities AHWAAX-1.07%11.82%7.65%15.31%—%85.25%1.22%
Wells Fargo Diversified Capital Builder AEKBAX5.6910.8410.2812.55.6755.751.11
T. Rowe Price Capital Appreciation**PRWCX13.2511.310.7112.410.272none0.71
Franklin Templeton Convertible Securities AFISCX15.5714.0210.0112.038.9435.500.84
Northern Income EquityNOIEX4.9810.529.4511.617.715none1.01
Fidelity Strategic Dividend & IncomeFSDIX7.347.637.5611.592none0.71
Value Line Asset AllocationVLAAX15.4412.19.9711.546.832none1.12
AllianzGI Convertible A**+ANZAX13.3612.928.2211.338.0635.500.96
Fidelity Advisor Strategic Dividend & Income AFASDX7.017.327.2711.2825.751
Wells Fargo Index Asset Allocation ASFAAX7.038.077.9911.055.7325.751.07
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.

Data through July 31, 2019

Hybrid Stock Funds - 20 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Bruce FundBRUFX7.19%4.96%5.79%10.44%13.66%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX13.2511.310.7112.410.272none0.71
Teton Convertible Securities AAAWESRX9.8511.586.810.139.0122.00r1.15
Franklin Templeton Convertible Securities AFISCX15.5714.0210.0112.038.9435.500.84
FPA Crescent FundFPACX3.277.895.348.858.6632.00r1.18
Calamos Growth & Income ACVTRX6.4210.638.349.378.4534.751.09
Oakmark Equity & Income IOAKBX2.588.395.58.38.453none0.78
AllianzGI Convertible A**+ANZAX13.3612.928.2211.338.0635.500.96
Dodge & Cox BalancedDODBX3.999.77.110.827.933none0.53
Fidelity Convertible SecuritiesFCVSX13.8310.035.29.797.812none0.45
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc.
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