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 August 31, 2019

Hybrid Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Hussman Strategic Total ReturnHSTRX15.27%3.24%3.24%2.85%—%11.50%r0.74%
Value Line Asset AllocationVLAAX13.4112.429.5611.626.932none1.12
T. Rowe Price Capital Appreciation**PRWCX10.2211.1310.0512.0710.22none0.71
Fidelity Convertible SecuritiesFCVSX9.829.474.539.237.852none0.45
Fidelity Advisor Multi-Asset Income AFWATX9.645.8414.001.08
Vanguard Wellesley Income InvVWINX9.636.316.068.197.231none0.23
MEMBERS Diversified Income AMBLAX9.528.496.948.675.4525.751.1
Fidelity Advisor Convertible Securities AFACVX9.59.164.238.937.5635.750.75
MFS Diversified Income ADIFAX8.95.464.918.2314.250.98
Calvert Social Investment Balanced Portfolio ACSIFX8.729.136.618.944.6724.750.94
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, 2019

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 AFISCX7.78%12.91%8.96%11.41%8.75%35.50%0.84%
AllianzGI Convertible A**+ANZAX7.3212.467.3110.837.9735.500.96
Value Line Asset AllocationVLAAX13.4112.429.5611.626.932none1.12
Janus Henderson Balanced TJABAX7.2212.048.019.57.132none0.82
Lord Abbett Convertible ALACFX5.4211.576.38.9732.251.04
Columbia Convertible Securities APACIX6.6511.566.6610.227.2635.751.13
Teton Convertible Securities AAAWESRX6.0311.165.929.759.0722.00r1.15
T. Rowe Price Capital Appreciation**PRWCX10.2211.1310.0512.0710.22none0.71
Value Line Income & GrowthVALIX0.311.017.899.417.087none1.12
Legg Mason Investment Counsel Social Awareness ASSIAX6.6310.967.199.164.835.751.25
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, 2019

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**PRWCX10.22%11.13%10.05%12.07%10.2%2none%0.71%
Value Line Asset AllocationVLAAX13.4112.429.5611.626.932none1.12
Wells Fargo Diversified Capital Builder AEKBAX2.699.939.1112.075.6555.751.11
Franklin Templeton Convertible Securities AFISCX7.7812.918.9611.418.7535.500.84
Northern Income EquityNOIEX-0.969.948.0210.927.615none1.01
Janus Henderson Balanced TJABAX7.2212.048.019.57.132none0.82
Value Line Income & GrowthVALIX0.311.017.899.417.087none1.12
GuideStone Defensive Market Strategies InvGDMZX5.298.527.862none0.93
Disciplined Growth InvestorsDGIFX-1.258.847.615none0.78
Vanguard Wellington InvVWELX7.19.377.499.927.642none0.25
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, 2019

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 AHWAAX-8.53%8.38%5.37%13.14%—%95.25%1.21%
T. Rowe Price Capital Appreciation**PRWCX10.2211.1310.0512.0710.22none0.71
Wells Fargo Diversified Capital Builder AEKBAX2.699.939.1112.075.6555.751.11
Value Line Asset AllocationVLAAX13.4112.429.5611.626.932none1.12
Franklin Templeton Convertible Securities AFISCX7.7812.918.9611.418.7535.500.84
Northern Income EquityNOIEX-0.969.948.0210.927.615none1.01
Fidelity Strategic Dividend & IncomeFSDIX5.497.856.9910.882none0.71
AllianzGI Convertible A**+ANZAX7.3212.467.3110.837.9735.500.96
Wells Fargo Index Asset Allocation ASFAAX4.938.227.1910.75.7725.751.07
Fidelity Advisor Strategic Dividend & Income AFASDX5.167.526.6910.5725.751
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, 2019

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 FundBRUFX5.6%6.01%4.98%10.07%13.77%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX10.2211.1310.0512.0710.22none0.71
Teton Convertible Securities AAAWESRX6.0311.165.929.759.0722.00r1.15
Franklin Templeton Convertible Securities AFISCX7.7812.918.9611.418.7535.500.84
FPA Crescent FundFPACX0.126.014.498.298.6932.00r1.18
Oakmark Equity & Income IOAKBX0.086.994.487.868.593none0.78
Calamos Growth & Income ACVTRX2.229.987.279.078.3144.751.09
AllianzGI Convertible A**+ANZAX7.3212.467.3110.837.9735.500.96
Fidelity Convertible SecuritiesFCVSX9.829.474.539.237.852none0.45
Dodge & Cox BalancedDODBX0.138.156.0310.147.843none0.53
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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