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, 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 AHWAAX74.47%11.99%14.25%11.98%—%105.25%1.2%
CGM MutualLOMMX69.275.639.356.26.437none1.19
Miller Income Opportunity ALMCJX678.8612.11105.751.23
Lord Abbett Convertible ALACFX65.4226.3421.7512.0942.251.06
AllianzGI Convertible A**+ANZAX64.2126.2821.0812.749.8945.500.96
Columbia Convertible Securities APACIX61.2223.7920.2512.228.7345.751.12
ICON Equity Income SIOEZX57.2412.2612.1510.138none1
Franklin Templeton Convertible Securities AFISCX57.0423.8120.112.399.6445.500.83
Fidelity Convertible SecuritiesFCVSX56.6224.3417.7610.578.693none0.63
Fidelity Advisor Convertible Securities AFACVX56.1823.9717.4110.268.3935.750.92
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, 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 ALACFX65.42%26.34%21.75%12.09%—%42.25%1.06%
AllianzGI Convertible A**+ANZAX64.2126.2821.0812.749.8945.500.96
Fidelity Convertible SecuritiesFCVSX56.6224.3417.7610.578.693none0.63
Fidelity Advisor Convertible Securities AFACVX56.1823.9717.4110.268.3935.750.92
Franklin Templeton Convertible Securities AFISCX57.0423.8120.112.399.6445.500.83
Columbia Convertible Securities APACIX61.2223.7920.2512.228.7345.751.12
Putnam Convertible APCONX54.8221.7718.1310.878.8445.751.04
Calamos Convertible ACCVIX55.4921.6917.769.73842.251.13
Invesco Convertible Securities ACNSAX51.0720.2915.759.888.1835.500.91
Value Line Income & GrowthVALIX43.6418.5817.5211.538.867none1.07
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 April 30, 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
Lord Abbett Convertible ALACFX65.42%26.34%21.75%12.09%—%42.25%1.06%
AllianzGI Convertible A**+ANZAX64.2126.2821.0812.749.8945.500.96
Columbia Convertible Securities APACIX61.2223.7920.2512.228.7345.751.12
Franklin Templeton Convertible Securities AFISCX57.0423.8120.112.399.6445.500.83
Putnam Convertible APCONX54.8221.7718.1310.878.8445.751.04
Calamos Convertible ACCVIX55.4921.6917.769.73842.251.13
Fidelity Convertible SecuritiesFCVSX56.6224.3417.7610.578.693none0.63
Value Line Income & GrowthVALIX43.6418.5817.5211.538.867none1.07
Fidelity Advisor Convertible Securities AFACVX56.1823.9717.4110.268.3935.750.92
Invesco Convertible Securities ACNSAX51.0720.2915.759.888.1835.500.91
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, 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
AllianzGI Convertible A**+ANZAX64.21%26.28%21.08%12.74%9.89%45.50%0.96%
T. Rowe Price Capital Appreciation**PRWCX33.2316.9814.312.410.442none0.69
Franklin Templeton Convertible Securities AFISCX57.0423.8120.112.399.6445.500.83
Columbia Convertible Securities APACIX61.2223.7920.2512.228.7345.751.12
Lord Abbett Convertible ALACFX65.4226.3421.7512.0942.251.06
Hotchkis & Wiley Value Opportunities AHWAAX74.4711.9914.2511.98105.251.2
Value Line Income & GrowthVALIX43.6418.5817.5211.538.867none1.07
Fidelity BalancedFBALX39.5416.4414.2910.998.733none0.51
Putnam Convertible APCONX54.8221.7718.1310.878.8445.751.04
Northern Income EquityNOIEX41.8114.3213.8810.768.766none1.02
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, 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 FundBRUFX30.88%14.25%10.58%9.3%13.93%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX33.2316.9814.312.410.442none0.69
AllianzGI Convertible A**+ANZAX64.2126.2821.0812.749.8945.500.96
FPA Crescent FundFPACX49.7912.5911.158.839.8542.00r1.13
Franklin Templeton Convertible Securities AFISCX57.0423.8120.112.399.6445.500.83
Teton Convertible Securities AAAWESRX38.9916.2214.5710.129.632.00r1.15
Value Line Income & GrowthVALIX43.6418.5817.5211.538.867none1.07
Putnam Convertible APCONX54.8221.7718.1310.878.8445.751.04
Northern Income EquityNOIEX41.8114.3213.8810.768.766none1.02
Columbia Convertible Securities APACIX61.2223.7920.2512.228.7345.751.12
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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