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 December 31, 2017

Hybrid Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
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10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Value Line Income & GrowthVALIX23.86%8.07%10.79%6.93%8.17%4none%1.16%
Columbia Capital Allocation Aggressive Portfolio AAXBAX22.319.2611.066.1645.750.5
Fidelity Asset Manager 85%FAMRX22.279.2911.596.464none0.73
Beech Hill Total Return Fund Class ABHTAX22.26.988.1464.00s1.75
T. Rowe Price Personal Strategy Growth TRSGX21.919.3911.67.067.594none0.66
Fidelity Advisor Asset Manager 85% AFEYAX21.838.9411.266.1645.751.03
Forward Dynamic Income AFDYAX21.1310.5535.751.49
TIAA-CREF Lifestyle Growth RetailTSGLX218.9610.644none0.39
Northern Income EquityNOIEX20.2110.3812.98.27.944none1.01
Putnam Dynamic Asset Allocation Growth APAEAX19.858.8311.896.676.6745.751.08
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 December 31, 2017

Hybrid Stock Funds - 3 years

FUND NAME SYMBOL 1-YR
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3-YR
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5-YR
RETURN
10-YR
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20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Forward Dynamic Income AFDYAX21.13%10.55%—%—%—%35.75%1.49%
Wells Fargo Diversified Capital Builder AEKBAX14.4110.5514.166.925.8635.751.12
Northern Income EquityNOIEX20.2110.3812.98.27.944none1.01
T. Rowe Price Capital Appreciation**PRWCX15.389.5912.5999.992none0.7
T. Rowe Price Personal Strategy Growth TRSGX21.919.3911.67.067.594none0.66
Fidelity Asset Manager 85%FAMRX22.279.2911.596.464none0.73
Innealta Capital Sector Rotation Fund Class NICSNX14.959.275.2922.00r1.49
Columbia Capital Allocation Aggressive Portfolio AAXBAX22.319.2611.066.1645.750.5
Miller Convertible Plus AMCPAX6.859.0755.753.2
TIAA-CREF Lifestyle Growth RetailTSGLX218.9610.644none0.39
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 December 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 AEKBAX14.41%10.55%14.16%6.92%5.86%35.75%1.12%
Northern Income EquityNOIEX20.2110.3812.98.27.944none1.01
T. Rowe Price Capital Appreciation**PRWCX15.389.5912.5999.992none0.7
Dodge & Cox BalancedDODBX12.598.4312.247.098.464none0.53
Putnam Dynamic Asset Allocation Growth APAEAX19.858.8311.896.676.6745.751.08
T. Rowe Price Personal Strategy Growth TRSGX21.919.3911.67.067.594none0.66
Fidelity Asset Manager 85%FAMRX22.279.2911.596.464none0.73
Fidelity Four-In-One Index FFNOX19.278.9611.446.444none0.08
Wells Fargo Index Asset Allocation ASFAAX12.256.8211.46.656.625.751.09
Loomis Sayles Dividend Income ALSCAX10.27.0111.3555.751.16
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 December 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
Centaur Total ReturnTILDX13.52%6.42%8.58%9.14%—%2none%1.95%
T. Rowe Price Capital Appreciation**PRWCX15.389.5912.5999.992none0.7
Bruce FundBRUFX12.466.3910.248.4312.152none0.67
Northern Income EquityNOIEX20.2110.3812.98.27.944none1.01
Janus Henderson Balanced TJABAX18.397.59.997.668.133none0.82
Mairs & Power Balanced InvMAPOX11.96.719.347.67.752none0.72
Columbia Balanced ACBLAX14.017.1510.367.596.6525.750.97
Vanguard Wellington InvVWELX14.728.4210.867.517.953none0.25
Franklin Templeton Convertible Securities AFISCX17.948.5910.487.477.5735.750.85
LKCM BalancedLKBAX12.887.7110.287.476.6431.00r0.8
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 December 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 FundBRUFX12.46%6.39%10.24%8.43%12.15%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX15.389.5912.5999.992none0.7
Oakmark Equity & Income IOAKBX14.466.619.996.879.353none0.78
Calamos Growth & Income ACVTRX16.388.259.716.139.3134.751.11
FPA Crescent FundFPACX10.396.039.167.258.6432.00r1.07
AllianzGI Convertible A**+ANZAX14.815.949.627.338.535.501.02
Dodge & Cox BalancedDODBX12.598.4312.247.098.464none0.53
Fidelity Convertible SecuritiesFCVSX9.661.747.384.828.374none0.45
Value Line Income & GrowthVALIX23.868.0710.796.938.174none1.16
Janus Henderson Balanced TJABAX18.397.59.997.668.133none0.82
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.