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, 2017

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
Forward Dynamic Income AFDYAX25.08%9.48%—%—%—%35.75%1.49%
CGM MutualLOMMX24.557.028.553.545.588none1.17
Victory Funds:Investment Grade Conv ASBFCX22.577.5510.914.915.4432.001.48
Catalyst/SMH Total Return Income ITRIIX22.231.093.049none1.3
Beech Hill Total Return Fund Class ABHTAX22.134.756.7464.00s1.75
Fidelity Asset Manager 85%FAMRX21.938.3211.55.594none0.74
Lord Abbett Convertible ALACFX21.86.0710.515.3442.251.06
Value Line Income & GrowthVALIX21.637.8910.556.468.014none1.16
Columbia Capital Allocation Aggressive Portfolio AAXBAX21.578.27115.2335.750.5
T. Rowe Price Personal Strategy Growth TRSGX21.538.6511.826.337.714none0.66
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, 2017

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
Wells Fargo Diversified Capital Builder AEKBAX18.27%10.77%14.48%6.53%6.02%35.75%1.14%
T. Rowe Price Capital Appreciation**PRWCX14.999.6112.658.4710.032none0.7
Forward Dynamic Income AFDYAX25.089.4835.751.49
Northern Income EquityNOIEX20.328.9111.87.247.864none1.01
T. Rowe Price Personal Strategy Growth TRSGX21.538.6511.826.337.714none0.66
GuideStone Defensive Market Strategies InvGDMZX13.748.4910.52none0.97
Fidelity Asset Manager 85%FAMRX21.938.3211.55.594none0.74
Columbia Capital Allocation Aggressive Portfolio AAXBAX21.578.27115.2335.750.5
Franklin Templeton Convertible Securities AFISCX18.398.2411.156.737.6935.750.85
TIAA-CREF Lifestyle Growth RetailTSGLX20.648.2110.793none0.39
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, 2017

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 AEKBAX18.27%10.77%14.48%6.53%6.02%35.75%1.14%
T. Rowe Price Capital Appreciation**PRWCX14.999.6112.658.4710.032none0.7
Dodge & Cox BalancedDODBX16.737.8712.126.398.414none0.53
T. Rowe Price Personal Strategy Growth TRSGX21.538.6511.826.337.714none0.66
Northern Income EquityNOIEX20.328.9111.87.247.864none1.01
Putnam Dynamic Asset Allocation Growth APAEAX21.138.1111.755.686.6445.751.08
Fidelity Asset Manager 85%FAMRX21.938.3211.55.594none0.74
Fidelity Four-In-One Index FFNOX20.168.1311.395.663none0.08
BlackRock 80/20 Target Allocation ABAAPX18.096.411.164.6935.250.44
Franklin Templeton Convertible Securities AFISCX18.398.2411.156.737.6935.750.85
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, 2017

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
T. Rowe Price Capital Appreciation**PRWCX14.99%9.61%12.65%8.47%10.03%2none%0.7%
Centaur Total ReturnTILDX16.736.799.728.182none1.95
Bruce FundBRUFX11.696.2410.367.3312.632none0.67
Northern Income EquityNOIEX20.328.9111.87.247.864none1.01
Columbia Balanced ACBLAX12.786.7810.047.156.6525.751.03
Janus Balanced TJABAX18.896.929.647.098.042none0.83
Mairs & Power Balanced InvMAPOX12.046.259.187.057.792none0.72
FPA Crescent FundFPACX14.786.339.567.048.6532.00r1.07
Intrepid Capital Fund InvICMBX9.134.526.667.0432.00r1.4
Vanguard Wellington InvVWELX16.157.8710.46.987.983none0.25
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 October 31, 2017

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 FundBRUFX11.69%6.24%10.36%7.33%12.63%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX14.999.6112.658.4710.032none0.7
Calamos Growth & Income ACVTRX17.397.59.285.339.3934.751.11
Oakmark Equity & Income IOAKBX17.936.239.756.439.383none0.79
FPA Crescent FundFPACX14.786.339.567.048.6532.00r1.07
AllianzGI Convertible A**+ANZAX18.435.6910.296.968.5935.500.99
Dodge & Cox BalancedDODBX16.737.8712.126.398.414none0.53
Fidelity Convertible SecuritiesFCVSX10.832.328.384.268.324none0.45
Fidelity BalancedFBALX16.837.4410.526.088.153none0.54
Janus Balanced TJABAX18.896.929.647.098.042none0.83
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.