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 May 31, 2019

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 Asset AllocationVLAAX14.23%11.13%8.5%11.53%6.78%2none%1.12%
T. Rowe Price Capital Appreciation**PRWCX11.1410.219.5612.610.012none0.71
Franklin Templeton Convertible Securities AFISCX9.8113.818.9712.498.7535.500.84
Fallen Angels IncomeFAINX9.238.935.519.212none2.08
IMS Strategic IncomeIMSIX8.33-2.84-8.561.1420.50r2.02
MEMBERS Diversified Income AMBLAX8.037.916.078.775.1325.751.1
Calvert Social Investment Balanced Portfolio ACSIFX7.437.935.899.194.3424.750.94
Mairs & Power Balanced InvMAPOX6.976.825.6210.366.962none0.72
Vanguard Wellesley Income InvVWINX6.925.715.318.616.811none0.23
Green Century BalancedGCBLX6.677.865.949.196.9222.00r1.48
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 May 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 AFISCX9.81%13.81%8.97%12.49%8.75%35.50%0.84%
Columbia Convertible Securities APACIX4.5312.086.5710.67.1235.751.13
AllianzGI Convertible A**+ANZAX6.0611.836.6111.217.7635.500.96
Value Line Income & GrowthVALIX2.8311.828.059.957.27none1.12
Catalyst/SMH Total Return Income ITRIIX1.7811.6-0.415.34none1.3
Lord Abbett Convertible ALACFX2.4411.425.779.3132.251.04
Value Line Asset AllocationVLAAX14.2311.138.511.536.782none1.12
Hotchkis & Wiley Value Opportunities AHWAAX-2.7110.66.2315.695.251.22
Janus Henderson Balanced TJABAX5.5410.477.069.546.762none0.82
Teton Convertible Securities AAAWESRX4.6710.45.6110.158.3232.00r1.15
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.

Data through May 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**PRWCX11.14%10.21%9.56%12.6%10.01%2none%0.71%
Franklin Templeton Convertible Securities AFISCX9.8113.818.9712.498.7535.500.84
Wells Fargo Diversified Capital Builder AEKBAX2.1210.078.6112.065.2955.751.11
Value Line Asset AllocationVLAAX14.2311.138.511.536.782none1.12
Disciplined Growth InvestorsDGIFX2.6410.158.265none0.78
Value Line Income & GrowthVALIX2.8311.828.059.957.27none1.12
Northern Income EquityNOIEX1.039.267.5411.647.415none1.01
GuideStone Defensive Market Strategies InvGDMZX5.358.177.412none0.93
Janus Henderson Balanced TJABAX5.5410.477.069.546.762none0.82
Wells Fargo Index Asset Allocation ASFAAX4.797.347.0511.255.525.751.07
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 May 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-2.71%10.6%6.23%15.6%—%95.25%1.22%
T. Rowe Price Capital Appreciation**PRWCX11.1410.219.5612.610.012none0.71
Franklin Templeton Convertible Securities AFISCX9.8113.818.9712.498.7535.500.84
Fidelity Strategic Dividend & IncomeFSDIX5.847.646.6512.112none0.71
Wells Fargo Diversified Capital Builder AEKBAX2.1210.078.6112.065.2955.751.11
Fidelity Advisor Strategic Dividend & Income AFASDX5.587.336.3511.7725.751
Northern Income EquityNOIEX1.039.267.5411.647.415none1.01
Value Line Asset AllocationVLAAX14.2311.138.511.536.782none1.12
Wells Fargo Index Asset Allocation ASFAAX4.797.347.0511.255.525.751.07
T. Rowe Price Personal Strategy Growth TRSGX0.679.76.5311.246.753none0.66
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 May 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 FundBRUFX4.49%4.8%4.32%11.07%12.99%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX11.1410.219.5612.610.012none0.71
Franklin Templeton Convertible Securities AFISCX9.8113.818.9712.498.7535.500.84
Calamos Growth & Income ACVTRX2.629.036.899.398.4334.751.09
Teton Convertible Securities AAAWESRX4.6710.45.6110.158.3232.00r1.15
FPA Crescent FundFPACX1.446.34.298.658.2932.00r1.18
Oakmark Equity & Income IOAKBX-1.396.784.168.088.173none0.78
AllianzGI Convertible A**+ANZAX6.0611.836.6111.217.7635.500.96
Dodge & Cox BalancedDODBX2.428.646.2111.067.673none0.53
Fidelity Convertible SecuritiesFCVSX5.828.983.8310.247.662none0.45
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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