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 June 30, 2020

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
Lord Abbett Convertible ALACFX25.4%14.55%10.76%10.73%—%32.25%1.06%
Calamos Convertible ACCVIX21.3512.849.138.546.4932.251.16
AllianzGI Convertible A**+ANZAX19.7615.4210.3911.936.9335.501.02
Franklin Templeton Convertible Securities AFISCX18.7116.5913.0712.128.4145.500.83
Columbia Convertible Securities APACIX17.2913.299.9911.286.8235.751.13
Putnam Convertible APCONX16.9612.138.7410.096.5735.751.05
Calamos Global Convertible ACAGCX15.868.676.9222.251.32
Virtus Income & Growth ANAINX15.5211.437.929.325.5335.751.14
Fidelity Convertible SecuritiesFCVSX15.4811.947.739.786.513none0.51
GaveKal KL Allocation AdvisorGAVAX15.166.535.631none1.45
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.
Data through June 30, 2020

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 AFISCX18.71%16.59%13.07%12.12%8.41%45.50%0.83%
AllianzGI Convertible A**+ANZAX19.7615.4210.3911.936.9335.501.02
Lord Abbett Convertible ALACFX25.414.5510.7610.7332.251.06
Value Line Income & GrowthVALIX14.7913.5711.0310.987.098none1.09
Columbia Convertible Securities APACIX17.2913.299.9911.286.8235.751.13
Calamos Convertible ACCVIX21.3512.849.138.546.4932.251.16
Putnam Convertible APCONX16.9612.138.7410.096.5735.751.05
Fidelity Convertible SecuritiesFCVSX15.4811.947.739.786.513none0.51
Value Line Asset AllocationVLAAX8.1611.769.8111.66.42none1.08
Fidelity Advisor Convertible Securities AFACVX15.1111.627.429.476.2235.750.8
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 June 30, 2020

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
Franklin Templeton Convertible Securities AFISCX18.71%16.59%13.07%12.12%8.41%45.50%0.83%
Value Line Income & GrowthVALIX14.7913.5711.0310.987.098none1.09
Lord Abbett Convertible ALACFX25.414.5510.7610.7332.251.06
AllianzGI Convertible A**+ANZAX19.7615.4210.3911.936.9335.501.02
Columbia Convertible Securities APACIX17.2913.299.9911.286.8235.751.13
Value Line Asset AllocationVLAAX8.1611.769.8111.66.42none1.08
T. Rowe Price Capital Appreciation**PRWCX6.269.889.7612.0510.322none0.7
Calamos Convertible ACCVIX21.3512.849.138.546.4932.251.16
Legg Mason Investment Counsel Social Awareness ASSIAX10.9111.548.869.644.925.751.25
Wells Fargo Diversified Capital Builder AEKBAX2.557.338.7711.735.2455.751.12
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.
Data through June 30, 2020

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
Franklin Templeton Convertible Securities AFISCX18.71%16.59%13.07%12.12%8.41%45.50%0.83%
T. Rowe Price Capital Appreciation**PRWCX6.269.889.7612.0510.322none0.7
AllianzGI Convertible A**+ANZAX19.7615.4210.3911.936.9335.501.02
Wells Fargo Diversified Capital Builder AEKBAX2.557.338.7711.735.2455.751.12
Value Line Asset AllocationVLAAX8.1611.769.8111.66.42none1.08
Columbia Convertible Securities APACIX17.2913.299.9911.286.8235.751.13
Wells Fargo Index Asset Allocation ASFAAX9.258.497.7511.235.6725.751.08
Value Line Income & GrowthVALIX14.7913.5711.0310.987.098none1.09
Lord Abbett Convertible ALACFX25.414.5510.7610.7332.251.06
Northern Income EquityNOIEX1.137.158.2510.567.16none1.02
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 June 30, 2020

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 FundBRUFX2.97%5.23%5.62%9.31%13.5%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX6.269.889.7612.0510.322none0.7
FPA Crescent FundFPACX-4.182.123.97.419.1742.00r1.23
Teton Convertible Securities AAAWESRX8.5310.497.7510.088.7722.00r1
Franklin Templeton Convertible Securities AFISCX18.7116.5913.0712.128.4145.500.83
Oakmark Equity & Income IOAKBX-5.251.843.256.987.963none0.81
Vanguard Wellington InvVWELX4.787.277.739.887.882none0.25
Dodge & Cox BalancedDODBX-1.393.625.599.767.713none0.53
American Funds Balanced Fund AABALX6.277.497.8310.357.6725.750.58
Fidelity BalancedFBALX10.519.38.2810.417.623none0.53
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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