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 August 31, 2017

Hybrid Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
CGM MutualLOMMX21.32%5.88%9.64%4.92%5.4%8none%1.17%
Value Line Income & GrowthVALIX17.657.9310.696.758.174none1.16
Lord Abbett Convertible ALACFX16.864.5410.015.742.251.06
Catalyst/SMH Total Return Income ITRIIX16.75-2.072.669none1.3
T. Rowe Price Personal Strategy Growth TRSGX16.77.0411.466.597.654none0.66
Forward Dynamic Income AFDYAX16.567.7335.751.49
Fidelity Asset Manager 85%FAMRX16.076.6210.995.914none0.74
Columbia Convertible Securities APACIX16.044.8910.736.237.0945.751.13
Pioneer Multi Asset Income APMAIX15.914.858.334.500.85
Columbia Capital Allocation Aggressive Portfolio AAXBAX15.786.8310.585.6135.750.5
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 August 31, 2017

Hybrid Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
RETURN
5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Wells Fargo Diversified Capital Builder AEKBAX13.28%9.67%14.03%6.66%5.91%35.75%1.14%
T. Rowe Price Capital Appreciation**PRWCX11.459.4412.468.5810.052none0.7
Value Line Income & GrowthVALIX17.657.9310.696.758.174none1.16
GuideStone Defensive Market Strategies InvGDMZX9.677.8110.182none0.97
Forward Dynamic Income AFDYAX16.567.7335.751.49
Northern Income EquityNOIEX12.617.6311.17.167.73none1.01
American Funds Balanced Fund AABALX11.187.210.536.827.7925.750.59
T. Rowe Price Personal Strategy Growth TRSGX16.77.0411.466.597.654none0.66
Sit BalancedSIBAX11.866.969.295.965.612none1
Columbia Capital Allocation Aggressive Portfolio AAXBAX15.786.8310.585.6135.750.5
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 August 31, 2017

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 AEKBAX13.28%9.67%14.03%6.66%5.91%35.75%1.14%
T. Rowe Price Capital Appreciation**PRWCX11.459.4412.468.5810.052none0.7
Dodge & Cox BalancedDODBX14.26.5511.966.348.343none0.53
T. Rowe Price Personal Strategy Growth TRSGX16.77.0411.466.597.654none0.66
Putnam Dynamic Asset Allocation Growth APAEAX15.076.6811.235.926.4545.751.08
Northern Income EquityNOIEX12.617.6311.17.167.73none1.01
Loomis Sayles Dividend Income ALSCAX9.54.6111.0755.751.16
Fidelity Asset Manager 85%FAMRX16.076.6210.995.914none0.74
Fidelity Four-In-One Index FFNOX14.026.5410.95.843none0.08
Franklin Templeton Convertible Securities AFISCX12.626.3210.826.767.5735.750.85
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 August 31, 2017

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
T. Rowe Price Capital Appreciation**PRWCX11.45%9.44%12.46%8.58%10.05%2none%0.7%
Centaur Total ReturnTILDX12.525.69.228.342none1.95
Columbia Balanced ACBLAX9.546.4410.027.656.6625.751.03
Bruce FundBRUFX6.464.4410.327.613.212none0.67
AllianzGI Convertible A**+ANZAX12.23.939.657.438.5535.500.99
Janus Balanced TJABAX13.375.819.017.338.142none0.83
Northern Income EquityNOIEX12.617.6311.17.167.73none1.01
Intrepid Capital Fund InvICMBX62.716.617.0632.00r1.4
Vanguard Wellington InvVWELX10.866.7310.087.057.972none0.25
LKCM BalancedLKBAX9.566.149.497.0131.00r0.8
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 August 31, 2017

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 FundBRUFX6.46%4.44%10.32%7.6%13.21%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX11.459.4412.468.5810.052none0.7
Oakmark Equity & Income IOAKBX12.664.639.26.679.293none0.79
Calamos Growth & Income ACVTRX12.976.458.665.889.2634.751.11
FPA Crescent FundFPACX10.484.928.936.978.5732.00r1.07
AllianzGI Convertible A**+ANZAX12.23.939.657.438.5535.500.99
Dodge & Cox BalancedDODBX14.26.5511.966.348.343none0.53
Fidelity Convertible SecuritiesFCVSX8.170.968.464.878.274none0.45
Value Line Income & GrowthVALIX17.657.9310.696.758.174none1.16
Fidelity BalancedFBALX12.126.810.136.368.163none0.55
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.