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, 2016

Hybrid Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
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5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Wells Fargo Advantage Diversified Capital Builder AEKBAX16.95%13.9%12.67%6.35%6.39%35.75%1.19%
LJM Preservation and Growth Fund Class ALJMAX15.797.0435.75s2.39
Fidelity Strategic Dividend & IncomeFSDIX14.7110.111.686.222none0.75
Catalyst/SMH Total Return Income ATRIFX13.79-5.820.0195.751.55
Santa Barbara Montecito ATWOAX13.27.018.195.2735.751.75
Hartford Balanced Income AHBLAX12.768.099.37.1715.500.95
Fallen Angels IncomeFAINX12.725.728.173none2.39
GuideStone Defensive Market Strategies InvGDMZX12.79.8510.141none0.99
Innealta Capital Sector Rotation Fund Class NICSNX12.393.6912.00r1.49
Mairs & Power Balanced InvMAPOX12.268.1710.897.492none0.73
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, 2016

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
Wells Fargo Advantage Diversified Capital Builder AEKBAX16.95%13.9%12.67%6.35%6.39%35.75%1.19%
Bruce FundBRUFX7.2511.5610.427.4213.62none0.68
T. Rowe Price Capital Appreciation**PRWCX10.9111.4813.298.7110.482none0.7
Wells Fargo Advantage Index Asset Allocation ASFAAX8.410.8512.546.87.4825.751.15
Fidelity Strategic Dividend & IncomeFSDIX14.7110.111.686.222none0.75
Disciplined Growth InvestorsDGIFX10.4510.0212.143none0.78
GuideStone Defensive Market Strategies InvGDMZX12.79.8510.141none0.99
Archer BalancedARCHX6.029.668.713.8221.00r1.2
American Funds Balanced Fund AABALX10.959.41117.028.4425.750.58
Eaton Vance Balanced AEVIFX6.99.3310.156.696.6925.751.05
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, 2016

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**PRWCX10.91%11.48%13.29%8.71%10.48%2none%0.7%
Wells Fargo Advantage Diversified Capital Builder AEKBAX16.9513.912.676.356.3935.751.19
Wells Fargo Advantage Index Asset Allocation ASFAAX8.410.8512.546.87.4825.751.15
Disciplined Growth InvestorsDGIFX10.4510.0212.143none0.78
Dodge & Cox BalancedDODBX8.48.5411.95.968.963none0.53
Fidelity Strategic Dividend & IncomeFSDIX14.7110.111.686.222none0.75
Northern Income EquityNOIEX12.059.0111.177.518.243none1
American Funds Balanced Fund AABALX10.959.41117.028.4425.750.58
Mairs & Power Balanced InvMAPOX12.268.1710.897.492none0.73
Hotchkis & Wiley Capital Income AHWIAX6.886.3210.8134.751.05
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, 2016

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**PRWCX10.91%11.48%13.29%8.71%10.48%2none%0.7%
AllianzGI Convertible A**+ANZAX1.76.179.087.959.2335.500.98
Columbia Balanced ACBLAX8.68.910.747.917.2425.751.06
Intrepid Capital FundICMBX8.15.467.397.5422.00r1.4
Northern Income EquityNOIEX12.059.0111.177.518.243none1
Bruce FundBRUFX7.2511.5610.427.4213.62none0.68
Mairs & Power Balanced InvMAPOX12.268.1710.897.492none0.73
LKCM BalancedLKBAX9.47.8710.37.421.00r0.8
Tributary Balanced InstitutionalFOBAX4.957.588.527.326.892none1.19
Vanguard Wellington InvVWELX10.588.7810.67.38.722none0.26
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, 2016

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 FundBRUFX7.25%11.56%10.42%7.42%13.6%2none%0.68%
T. Rowe Price Capital Appreciation**PRWCX10.9111.4813.298.7110.482none0.7
Oakmark Equity & Income IOAKBX4.826.128.266.5510.062none0.75
Calamos Growth & Income ACVTRX7.547.797.255.899.9534.751.1
FPA Crescent FundFPACX6.986.228.847.029.4322.00r1.09
AllianzGI Convertible A**+ANZAX1.76.179.087.959.2335.500.98
Mairs & Power Balanced InvMAPOX12.268.1710.897.492none0.73
Dodge & Cox BalancedDODBX8.48.5411.95.968.963none0.53
Fidelity Convertible SecuritiesFCVSX1.054.668.036.038.924none0.56
Fidelity BalancedFBALX7.739.0910.096.538.892none0.55
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.