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 December 31, 2021

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
Hotchkis & Wiley Value Opportunities AHWAAX34.09%20.85%12.22%14.84%—%105.25%1.24%
Buffalo Flexible IncomeBUFBX3014.719.718.67.446none1.01
Miller Income Opportunity ALMCJX28.7315.9110.73105.751.23
FBP Appreciation & Income Opportunities FundFBPBX28.1515.129.99.685.875none1.03
Northern Income EquityNOIEX28.0321.7415.2113.119.566none1.01
Greenspring FundGRSPX26.8316.749.048.127.45none1.12
Davis Appreciation & Income ARPFCX25.7316.5911.149.337.4244.751.02
CGM MutualLOMMX25.1411.436.948.056.837none1.19
Teberg FundTEBRX25.0224.0315.469.625none1.75
Catalyst/SMH Total Return Income ITRIIX24.8116.3510.65.966none1.33
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 December 31, 2021

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
Lord Abbett Convertible ALACFX0.96%27.34%18.35%13.64%—%42.25%1.06%
AllianzGI Convertible A**+ANZAX4.9927.1819.414.0810.5245.500.95
Fidelity Convertible SecuritiesFCVSX10.0526.3616.8612.738.894none0.63
Fidelity Advisor Convertible Securities AFACVX9.742616.5112.418.5945.750.92
Franklin Templeton Convertible Securities AFISCX7.4124.8419.0614.249.9545.500.82
Columbia Convertible Securities APACIX3.8724.6717.1613.558.8345.751.12
Teberg FundTEBRX25.0224.0315.469.625none1.75
Putnam Convertible APCONX4.0123.315.8212.349.1145.751.01
Calamos Growth & Income ACVTRX21.1123.1515.8811.959.0734.751.06
Calamos Convertible ACCVIX5.2223.0116.4211.098.1442.251.08
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 December 31, 2021

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
AllianzGI Convertible A**+ANZAX4.99%27.18%19.4%14.08%10.52%45.50%0.95%
Franklin Templeton Convertible Securities AFISCX7.4124.8419.0614.249.9545.500.82
Lord Abbett Convertible ALACFX0.9627.3418.3513.6442.251.06
Columbia Convertible Securities APACIX3.8724.6717.1613.558.8345.751.12
Fidelity Convertible SecuritiesFCVSX10.0526.3616.8612.738.894none0.63
Value Line Income & GrowthVALIX6.7921.4616.6412.49.017none1.07
Fidelity Advisor Convertible Securities AFACVX9.742616.5112.418.5945.750.92
Manning & Napier Pro Blend Maximum Term SEXHAX18.4322.6616.512.648.543none1.1
Calamos Convertible ACCVIX5.2223.0116.4211.098.1442.251.08
Calamos Growth & Income ACVTRX21.1123.1515.8811.959.0734.751.06
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 December 31, 2021

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 AHWAAX34.09%20.85%12.22%14.84%—%105.25%1.24%
Franklin Templeton Convertible Securities AFISCX7.4124.8419.0614.249.9545.500.82
AllianzGI Convertible A**+ANZAX4.9927.1819.414.0810.5245.500.95
T. Rowe Price Capital Appreciation**PRWCX18.5320.415.1713.810.772none0.69
Lord Abbett Convertible ALACFX0.9627.3418.3513.6442.251.06
Columbia Convertible Securities APACIX3.8724.6717.1613.558.8345.751.12
Wells Fargo Diversified Capital Builder AEKBAX19.6819.7813.1813.547.5745.751.11
Northern Income EquityNOIEX28.0321.7415.2113.119.566none1.01
Fidelity Convertible SecuritiesFCVSX10.0526.3616.8612.738.894none0.63
Thrivent Aggressive Allocation STAAIX19.820.3414.5512.715none0.74
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 December 31, 2021

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 FundBRUFX17.41%17.2%11.7%10.51%13.21%2none%0.66%
T. Rowe Price Capital Appreciation**PRWCX18.5320.415.1713.810.772none0.69
AllianzGI Convertible A**+ANZAX4.9927.1819.414.0810.5245.500.95
Franklin Templeton Convertible Securities AFISCX7.4124.8419.0614.249.9545.500.82
Northern Income EquityNOIEX28.0321.7415.2113.119.566none1.01
Fidelity BalancedFBALX18.2821.6715.0312.519.183none0.5
Putnam Convertible APCONX4.0123.315.8212.349.1145.751.01
Calamos Growth & Income ACVTRX21.1123.1515.8811.959.0734.751.06
Teton Convertible Securities AAAWESRX2.3517.4513.5610.779.0232.00r1.15
Value Line Income & GrowthVALIX6.7921.4616.6412.49.017none1.07
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.
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