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, 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
Franklin Templeton Convertible Securities AFISCX7.65%10.69%8.24%13.03%8.65%35.50%0.84%
Disciplined Growth InvestorsDGIFX7.589.688.654none0.78
Dunham Appreciation & Income CDCAIX7.454.673.668.212none2.41
AllianzGI Convertible A**+ANZAX7.418.477.0811.968.6935.501.02
Janus Henderson Balanced TJABAX7.248.357.6710.187.642none0.82
Value Line Asset AllocationVLAAX6.988.087.1610.137.322none1.12
Northern Income EquityNOIEX6.659.859.0312.287.914none1.01
North Star Opportunity Fund Class A SharesNSOPX5.969.495.4775.75s1.56
Teton Convertible Securities AAAWESRX5.887.846.098.98.4742.00r1.15
Buffalo Flexible IncomeBUFBX5.826.515.189.536.53none1.01
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, 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
Catalyst/SMH Total Return Income ITRIIX-3.06%11.29%-0.7%6.14%—%6none%1.3%
Wells Fargo Diversified Capital Builder AEKBAX-0.4511.0410.0412.735.4745.751.12
Franklin Templeton Convertible Securities AFISCX7.6510.698.2413.038.6535.500.84
Miller Income Opportunity ALMCJX3.810.3575.751.25
Northern Income EquityNOIEX6.659.859.0312.287.914none1.01
Innealta Capital Sector Rotation Fund Class NICSNX1.659.695.2422.00r1.49
Disciplined Growth InvestorsDGIFX7.589.688.654none0.78
North Star Opportunity Fund Class A SharesNSOPX5.969.495.4775.75s1.56
Value Line Income & GrowthVALIX4.978.828.189.747.856none1.11
Dodge & Cox BalancedDODBX3.738.787.8911.358.353none0.53
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 October 31, 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 AEKBAX-0.45%11.04%10.04%12.73%5.47%45.75%1.12%
T. Rowe Price Capital Appreciation**PRWCX5.088.49.5412.629.932none0.71
Northern Income EquityNOIEX6.659.859.0312.287.914none1.01
Disciplined Growth InvestorsDGIFX7.589.688.654none0.78
Franklin Templeton Convertible Securities AFISCX7.6510.698.2413.038.6535.500.84
Value Line Income & GrowthVALIX4.978.828.189.747.856none1.11
Wells Fargo Index Asset Allocation ASFAAX3.36.398.110.365.9325.751.09
Fidelity PuritanFPURX3.247.828.0710.66.763none0.53
GuideStone Defensive Market Strategies InvGDMZX3.388.257.911none0.95
Dodge & Cox BalancedDODBX3.738.787.8911.358.353none0.53
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 October 31, 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
Franklin Templeton Convertible Securities AFISCX7.65%10.69%8.24%13.03%8.65%35.50%0.84%
Wells Fargo Diversified Capital Builder AEKBAX-0.4511.0410.0412.735.4745.751.12
T. Rowe Price Capital Appreciation**PRWCX5.088.49.5412.629.932none0.71
Northern Income EquityNOIEX6.659.859.0312.287.914none1.01
Bruce FundBRUFX0.044.137.112.1612.352none0.67
Centaur Total ReturnTILDX1.87.745.6912.062none1.95
AllianzGI Convertible A**+ANZAX7.418.477.0811.968.6935.501.02
Fidelity Strategic Dividend & IncomeFSDIX2.817.857.7111.712none0.73
T. Rowe Price Personal Strategy Growth TRSGX-0.177.867.0211.427.13none0.66
Fidelity Advisor Strategic Dividend & Income AFASDX2.537.547.4211.425.751.01
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, 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 FundBRUFX0.04%4.13%7.1%12.16%12.35%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX5.088.49.5412.629.932none0.71
Calamos Growth & Income ACVTRX5.28.097.610.589.1734.751.11
Oakmark Equity & Income IOAKBX-0.586.35.518.18.93none0.78
AllianzGI Convertible A**+ANZAX7.418.477.0811.968.6935.501.02
Franklin Templeton Convertible Securities AFISCX7.6510.698.2413.038.6535.500.84
FPA Crescent FundFPACX-1.045.565.249.248.6332.00r1.1
Teton Convertible Securities AAAWESRX5.887.846.098.98.4742.00r1.15
Dodge & Cox BalancedDODBX3.738.787.8911.358.353none0.53
Fidelity Convertible SecuritiesFCVSX2.994.524.2611.268.233none0.45
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.