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 April 30, 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 AFISCX17.42%15.63%9.84%13.22%8.99%35.50%0.84%
Value Line Asset AllocationVLAAX16.811.998.9311.916.872none1.12
Disciplined Growth InvestorsDGIFX14.7413.139.864none0.78
T. Rowe Price Capital Appreciation**PRWCX14.4811.7510.4813.4410.182none0.71
Fallen Angels IncomeFAINX13.7910.625.9710.093none2.08
Fidelity Convertible SecuritiesFCVSX13.6510.224.9911.997.82none0.45
Fidelity Advisor Convertible Securities AFACVX13.339.94.6811.687.5225.750.75
AllianzGI Convertible A**+ANZAX13.1113.497.611.817.8135.500.96
Value Line Income & GrowthVALIX12.8514.919.7511.097.347none1.12
MEMBERS Diversified Income AMBLAX12.589.1679.455.2425.751.1
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 April 30, 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 AFISCX17.42%15.63%9.84%13.22%8.99%35.50%0.84%
Value Line Income & GrowthVALIX12.8514.919.7511.097.347none1.12
Columbia Convertible Securities APACIX11.8414.027.6811.247.2835.751.12
Wells Fargo Diversified Capital Builder AEKBAX11.4513.5110.5813.725.5645.751.11
AllianzGI Convertible A**+ANZAX13.1113.497.611.817.8135.500.96
Catalyst/SMH Total Return Income ITRIIX7.9513.460.386.74none1.3
Lord Abbett Convertible ALACFX9.4413.236.8710.0532.251.04
Disciplined Growth InvestorsDGIFX14.7413.139.864none0.78
Thrivent Aggressive Allocation STAAIX7.3213.118.6912.44none0.66
Hotchkis & Wiley Value Opportunities AHWAAX3.0912.627.6517.8495.251.22
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 April 30, 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
Wells Fargo Diversified Capital Builder AEKBAX11.45%13.51%10.58%13.72%5.56%45.75%1.11%
T. Rowe Price Capital Appreciation**PRWCX14.4811.7510.4813.4410.182none0.71
Disciplined Growth InvestorsDGIFX14.7413.139.864none0.78
Franklin Templeton Convertible Securities AFISCX17.4215.639.8413.228.9935.500.84
Value Line Income & GrowthVALIX12.8514.919.7511.097.347none1.12
Northern Income EquityNOIEX11.1112.529.33137.734none1.01
Value Line Asset AllocationVLAAX16.811.998.9311.916.872none1.12
Thrivent Aggressive Allocation STAAIX7.3213.118.6912.44none0.66
Calamos Growth & Income ACVTRX10.3611.58.5410.598.6234.751.09
Sit BalancedSIBAX8.9810.198.2810.334.882none1
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 April 30, 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 AHWAAX3.09%12.62%7.65%17.84%—%95.25%1.22%
Wells Fargo Diversified Capital Builder AEKBAX11.4513.5110.5813.725.5645.751.11
T. Rowe Price Capital Appreciation**PRWCX14.4811.7510.4813.4410.182none0.71
Franklin Templeton Convertible Securities AFISCX17.4215.639.8413.228.9935.500.84
Fidelity Strategic Dividend & IncomeFSDIX11.389.497.7513.222none0.71
Northern Income EquityNOIEX11.1112.529.33137.734none1.01
Fidelity Advisor Strategic Dividend & Income AFASDX11.079.217.4612.9125.751
Bruce FundBRUFX9.126.555.9512.6113.192none0.67
ICON Equity Income SIOEZX6.2110.037.9912.535none0.99
T. Rowe Price Personal Strategy Growth TRSGX5.9111.638.0212.536.893none0.66
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 April 30, 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 FundBRUFX9.12%6.55%5.95%12.61%13.19%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX14.4811.7510.4813.4410.182none0.71
Franklin Templeton Convertible Securities AFISCX17.4215.639.8413.228.9935.500.84
FPA Crescent FundFPACX7.898.655.9810.038.7632.00r1.18
Calamos Growth & Income ACVTRX10.3611.58.5410.598.6234.751.09
Oakmark Equity & Income IOAKBX5.778.765.699.178.623none0.78
Teton Convertible Securities AAAWESRX10.0911.456.3811.118.632.00r1.15
Dodge & Cox BalancedDODBX7.4710.857.5312.237.93none0.53
AllianzGI Convertible A**+ANZAX13.1113.497.611.817.8135.500.96
Fidelity Convertible SecuritiesFCVSX13.6510.224.9911.997.82none0.45
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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