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, 2018

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
Value Line Income & GrowthVALIX17.59%10.64%10.88%8.19%8.06%5none%1.11%
Franklin Templeton Convertible Securities AFISCX16.2910.6810.68.898.1535.750.84
Miller Income Opportunity ALMCJX15.627.8985.751.25
Teton Convertible Securities AAAWESRX15.57.538.136.857.8952.00r1.15
Disciplined Growth InvestorsDGIFX14.999.8910.983none0.78
AllianzGI Convertible A**+ANZAX14.987.039.188.668.3535.501.02
Dunham Appreciation & Income CDCAIX141.85.354.83none2.41
Northern Income EquityNOIEX13.3811.0510.659.037.563none1.01
Legg Mason Investment Counsel Social Awareness ASSIAX12.717.488.276.334.9125.751.26
Janus Henderson Balanced TJABAX12.688.388.988.247.512none0.82
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 June 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 AFDYAX12.32%11.52%—%—%—%45.75%1.49%
Northern Income EquityNOIEX13.3811.0510.659.037.563none1.01
Franklin Templeton Convertible Securities AFISCX16.2910.6810.68.898.1535.750.84
Value Line Income & GrowthVALIX17.5910.6410.888.198.065none1.11
Wells Fargo Diversified Capital Builder AEKBAX9.0810.3312.316.985.535.751.12
Innealta Capital Sector Rotation Fund Class NICSNX8.719.996.3222.00r1.49
Disciplined Growth InvestorsDGIFX14.999.8910.983none0.78
T. Rowe Price Capital Appreciation**PRWCX8.389.1810.979.659.822none0.71
T. Rowe Price Personal Strategy Growth TRSGX11.288.7910.368.37.113none0.66
GuideStone Defensive Market Strategies InvGDMZX7.768.749.311none0.95
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 June 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 AEKBAX9.08%10.33%12.31%6.98%5.5%35.75%1.12%
Disciplined Growth InvestorsDGIFX14.999.8910.983none0.78
T. Rowe Price Capital Appreciation**PRWCX8.389.1810.979.659.822none0.71
Value Line Income & GrowthVALIX17.5910.6410.888.198.065none1.11
Northern Income EquityNOIEX13.3811.0510.659.037.563none1.01
Franklin Templeton Convertible Securities AFISCX16.2910.6810.68.898.1535.750.84
Fidelity PuritanFPURX12.668.5410.48.296.763none0.55
T. Rowe Price Personal Strategy Growth TRSGX11.288.7910.368.37.113none0.66
Fidelity Asset Manager 85%FAMRX11.758.5210.267.814none0.73
Putnam Dynamic Asset Allocation Growth APAEAX10.487.710.057.676.1345.751.08
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 June 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
T. Rowe Price Capital Appreciation**PRWCX8.38%9.18%10.97%9.65%9.82%2none%0.71%
Centaur Total ReturnTILDX11.58.057.399.482none1.95
Villere Balanced InvVILLX10.74.785.589.316none0.93
Northern Income EquityNOIEX13.3811.0510.659.037.563none1.01
Franklin Templeton Convertible Securities AFISCX16.2910.6810.68.898.1535.750.84
Bruce FundBRUFX4.015.478.838.8112.132none0.67
AllianzGI Convertible A**+ANZAX14.987.039.188.668.3535.501.02
American Funds Balanced Fund AABALX9.228.639.338.427.5625.750.57
LKCM BalancedLKBAX8.197.518.78.416.3721.00r0.8
Dodge & Cox BalancedDODBX6.888.049.628.398.113none0.53
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 June 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 FundBRUFX4.01%5.47%8.83%8.81%12.13%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX8.389.1810.979.659.822none0.71
Oakmark Equity & Income IOAKBX6.565.778.166.478.793none0.78
Calamos Growth & Income ACVTRX11.38.719.667.458.7334.751.11
AllianzGI Convertible A**+ANZAX14.987.039.188.668.3535.501.02
FPA Crescent FundFPACX4.165.796.896.868.2122.00r1.1
Franklin Templeton Convertible Securities AFISCX16.2910.6810.68.898.1535.750.84
Dodge & Cox BalancedDODBX6.888.049.628.398.113none0.53
Value Line Income & GrowthVALIX17.5910.6410.888.198.065none1.11
Teton Convertible Securities AAAWESRX15.57.538.136.857.8952.00r1.15
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.