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 October 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 AHWAAX72.76%16.47%15.24%14.88%—%105.25%1.24%
Miller Income Opportunity ALMCJX58.511.7511.79105.751.23
LoCorr Spectrum Income ALSPAX47.328.176.95105.75s2.06
Greenspring FundGRSPX45.0812.9110.37.867.715none1.12
Davis Appreciation & Income ARPFCX44.8514.0611.78.877.6644.751.02
FBP Appreciation & Income Opportunities FundFBPBX44.6811.3110.919.466.115none1.03
Catalyst/SMH Total Return Income ITRIIX43.9213.5311.635.46none1.33
CGM MutualLOMMX43.799.129.267.427.497none1.19
Buffalo Flexible IncomeBUFBX42.9910.189.878.327.636none1.01
Teberg FundTEBRX41.8419.6615.148.935none1.75
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 October 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 ALACFX26.42%27.11%20.32%13.8%—%42.25%1.06%
AllianzGI Convertible A**+ANZAX31.8627.0121.1114.4510.9745.500.96
Fidelity Convertible SecuritiesFCVSX36.1925.6517.7612.579.653none0.63
Fidelity Advisor Convertible Securities AFACVX35.825.2817.4112.259.3635.750.92
Franklin Templeton Convertible Securities AFISCX27.9824.8219.9114.3610.6445.500.83
Columbia Convertible Securities APACIX28.3124.4518.8113.689.2145.751.12
Putnam Convertible APCONX26.4523.2317.2912.449.7435.751.04
Calamos Convertible ACCVIX27.0922.5317.3310.938.5642.251.13
Invesco Convertible Securities ACNSAX26.321.2415.7411.458.8335.500.91
Value Line Income & GrowthVALIX28.1520.8817.6612.99.537none1.07
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 October 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**+ANZAX31.86%27.01%21.11%14.45%10.97%45.50%0.96%
Lord Abbett Convertible ALACFX26.4227.1120.3213.842.251.06
Franklin Templeton Convertible Securities AFISCX27.9824.8219.9114.3610.6445.500.83
Columbia Convertible Securities APACIX28.3124.4518.8113.689.2145.751.12
Fidelity Convertible SecuritiesFCVSX36.1925.6517.7612.579.653none0.63
Value Line Income & GrowthVALIX28.1520.8817.6612.99.537none1.07
Fidelity Advisor Convertible Securities AFACVX35.825.2817.4112.259.3635.750.92
Calamos Convertible ACCVIX27.0922.5317.3310.938.5642.251.13
Putnam Convertible APCONX26.4523.2317.2912.449.7435.751.04
Calamos Growth & Income ACVTRX36.6819.6716.1811.299.2344.751.08
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 October 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 AHWAAX72.76%16.47%15.24%14.88%—%105.25%1.24%
AllianzGI Convertible A**+ANZAX31.8627.0121.1114.4510.9745.500.96
Franklin Templeton Convertible Securities AFISCX27.9824.8219.9114.3610.6445.500.83
Lord Abbett Convertible ALACFX26.4227.1120.3213.842.251.06
T. Rowe Price Capital Appreciation**PRWCX29.7618.9115.2313.7710.92none0.69
Columbia Convertible Securities APACIX28.3124.4518.8113.689.2145.751.12
Value Line Income & GrowthVALIX28.1520.8817.6612.99.537none1.07
Wells Fargo Diversified Capital Builder AEKBAX27.3715.5512.6812.737.4645.751.11
Fidelity Convertible SecuritiesFCVSX36.1925.6517.7612.579.653none0.63
Northern Income EquityNOIEX40.116.4215.1512.539.486none1.01
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 October 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 FundBRUFX26.72%14.58%10.95%10.16%12.9%2none%0.66%
AllianzGI Convertible A**+ANZAX31.8627.0121.1114.4510.9745.500.96
T. Rowe Price Capital Appreciation**PRWCX29.7618.9115.2313.7710.92none0.69
Franklin Templeton Convertible Securities AFISCX27.9824.8219.9114.3610.6445.500.83
Putnam Convertible APCONX26.4523.2317.2912.449.7435.751.04
Fidelity Convertible SecuritiesFCVSX36.1925.6517.7612.579.653none0.63
Teton Convertible Securities AAAWESRX24.4517.1515.1911.429.6432.00r1.15
Value Line Income & GrowthVALIX28.1520.8817.6612.99.537none1.07
Northern Income EquityNOIEX40.116.4215.1512.539.486none1.01
FPA Crescent FundFPACX36.913.8710.99.589.4542.00r1.13
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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