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, 2018

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
Value Line Income & GrowthVALIX15.34%8.95%9.8%7.44%7.91%5none%1.11%
Victory Funds:Investment Grade Conv ASBFCX14.487.719.85.75.1922.001.3
T. Rowe Price Personal Strategy Growth TRSGX13.958.2210.077.77.133none0.66
Franklin Templeton Convertible Securities AFISCX13.898.989.877.97.6535.750.84
CGM MutualLOMMX13.817.016.973.555.547none1.15
Virtus Balanced APHBLX13.424.856.365.615.2135.751.15
Virtus Income & Growth ANAINX13.255.036.655.944.9735.751.38
Forward Dynamic Income AFDYAX13.0610.645.751.49
Fidelity Asset Manager 85%FAMRX12.987.89.767.064none0.73
AllianzGI Convertible A**+ANZAX12.875.828.448.038.2135.501.02
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, 2018

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
Forward Dynamic Income AFDYAX13.06%10.6%—%—%—%45.75%1.49%
Wells Fargo Diversified Capital Builder AEKBAX7.489.6911.377.15.4835.751.12
Northern Income EquityNOIEX12.539.519.798.467.334none1.01
Franklin Templeton Convertible Securities AFISCX13.898.989.877.97.6535.750.84
Value Line Income & GrowthVALIX15.348.959.87.447.915none1.11
T. Rowe Price Capital Appreciation**PRWCX8.768.8310.789.19.72none0.71
Innealta Capital Sector Rotation Fund Class NICSNX8.578.385.0422.00r1.49
T. Rowe Price Personal Strategy Growth TRSGX13.958.2210.077.77.133none0.66
Calamos Growth & Income ACVTRX10.617.979.096.88.6834.751.11
GuideStone Defensive Market Strategies InvGDMZX6.977.828.881none0.95
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, 2018

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
Wells Fargo Diversified Capital Builder AEKBAX7.48%9.69%11.37%7.1%5.48%35.75%1.12%
T. Rowe Price Capital Appreciation**PRWCX8.768.8310.789.19.72none0.71
T. Rowe Price Personal Strategy Growth TRSGX13.958.2210.077.77.133none0.66
Disciplined Growth InvestorsDGIFX9.757.319.923none0.78
Franklin Templeton Convertible Securities AFISCX13.898.989.877.97.6535.750.84
Value Line Income & GrowthVALIX15.348.959.87.447.915none1.11
Victory Funds:Investment Grade Conv ASBFCX14.487.719.85.75.1922.001.3
Northern Income EquityNOIEX12.539.519.798.467.334none1.01
Fidelity Asset Manager 85%FAMRX12.987.89.767.064none0.73
Dodge & Cox BalancedDODBX6.67.389.727.347.993none0.53
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.

Data through April 30, 2018

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
Centaur Total ReturnTILDX12.6%7.32%7.5%9.26%—%2none%1.95%
T. Rowe Price Capital Appreciation**PRWCX8.768.8310.789.19.72none0.71
Bruce FundBRUFX4.44.617.678.7512.072none0.67
Northern Income EquityNOIEX12.539.519.798.467.334none1.01
AllianzGI Convertible A**+ANZAX12.875.828.448.038.2135.501.02
Franklin Templeton Convertible Securities AFISCX13.898.989.877.97.6535.750.84
Villere Balanced InvVILLX7.393.174.97.855none0.93
T. Rowe Price Personal Strategy Growth TRSGX13.958.2210.077.77.133none0.66
American Funds Balanced Fund AABALX8.747.478.947.677.4125.750.57
Janus Henderson Balanced TJABAX11.776.918.327.667.522none0.82
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, 2018

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 FundBRUFX4.4%4.61%7.67%8.75%12.07%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX8.768.8310.789.19.72none0.71
Oakmark Equity & Income IOAKBX7.015.188.236.358.773none0.78
Calamos Growth & Income ACVTRX10.617.979.096.88.6834.751.11
AllianzGI Convertible A**+ANZAX12.875.828.448.038.2135.501.02
FPA Crescent FundFPACX4.935.317.186.948.1522.00r1.1
Dodge & Cox BalancedDODBX6.67.389.727.347.993none0.53
Value Line Income & GrowthVALIX15.348.959.87.447.915none1.11
Franklin Templeton Convertible Securities AFISCX13.898.989.877.97.6535.750.84
Teton Convertible Securities AAAWESRX12.144.987.325.777.652.00r1.15
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.