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 October 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 AllocationVLAAX18.32%13.08%9.04%11.35%6.69%2none%1.12%
T. Rowe Price Capital Appreciation**PRWCX16.5612.0910.0312.0110.32none0.71
Wells Fargo Diversified Capital Builder AEKBAX16.4511.099.5211.995.6455.751.11
Fidelity Convertible SecuritiesFCVSX16.349.925.129.077.683none0.45
Fidelity Advisor Convertible Securities AFACVX16.039.64.828.777.435.750.75
Bruce FundBRUFX15.9196.8110.714.182none0.67
MFS Growth Allocation AMAGWX14.9111.057.529.6935.750.35
Calvert Social Investment Balanced Portfolio ACSIFX14.710.096.558.774.6124.750.94
Vanguard Wellington InvVWELX14.6110.968.110.027.842none0.25
Columbia Convertible Securities APACIX14.612.087.4310.077.1235.751.13
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, 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
AllianzGI Convertible A**+ANZAX14.58%13.38%7.76%10.71%7.64%35.50%0.96%
Franklin Templeton Convertible Securities AFISCX13.8413.219.2210.938.6335.500.84
Value Line Asset AllocationVLAAX18.3213.089.0411.356.692none1.12
Janus Henderson Balanced TJABAX13.313.048.239.416.912none0.82
Northern Income EquityNOIEX11.2512.68.9211.257.935none1.01
Teton Convertible Securities AAAWESRX13.0812.586.689.599.4522.00r1.15
Victory Funds:Investment Grade Conv ASBFCX13.3512.287.518.755.7822.001.27
Legg Mason Investment Counsel Social Awareness ASSIAX14.5712.267.428.964.7835.751.25
T. Rowe Price Capital Appreciation**PRWCX16.5612.0910.0312.0110.32none0.71
Columbia Convertible Securities APACIX14.612.087.4310.077.1235.751.13
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, 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**PRWCX16.56%12.09%10.03%12.01%10.3%2none%0.71%
Wells Fargo Diversified Capital Builder AEKBAX16.4511.099.5211.995.6455.751.11
Franklin Templeton Convertible Securities AFISCX13.8413.219.2210.938.6335.500.84
Value Line Asset AllocationVLAAX18.3213.089.0411.356.692none1.12
Northern Income EquityNOIEX11.2512.68.9211.257.935none1.01
Disciplined Growth InvestorsDGIFX12.3111.418.425none0.78
Janus Henderson Balanced TJABAX13.313.048.239.416.912none0.82
Vanguard Wellington InvVWELX14.6110.968.110.027.842none0.25
GuideStone Defensive Market Strategies InvGDMZX11.79.518.082none0.93
Thrivent Aggressive Allocation STAAIX9.811.98.0310.534none0.66
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, 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 AHWAAX6.21%10.97%7.34%13.72%—%95.25%1.21%
T. Rowe Price Capital Appreciation**PRWCX16.5612.0910.0312.0110.32none0.71
Wells Fargo Diversified Capital Builder AEKBAX16.4511.099.5211.995.6455.751.11
Value Line Asset AllocationVLAAX18.3213.089.0411.356.692none1.12
Northern Income EquityNOIEX11.2512.68.9211.257.935none1.01
Fidelity Strategic Dividend & IncomeFSDIX12.339.317.4311.122none0.71
Franklin Templeton Convertible Securities AFISCX13.8413.219.2210.938.6335.500.84
Fidelity Advisor Strategic Dividend & Income AFASDX11.968.987.1210.8125.751
Wells Fargo Index Asset Allocation ASFAAX11.859.257.2910.735.7525.751.07
AllianzGI Convertible A**+ANZAX14.5813.387.7610.717.6435.500.96
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, 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 FundBRUFX15.91%9%6.81%10.7%14.18%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX16.5612.0910.0312.0110.32none0.71
Teton Convertible Securities AAAWESRX13.0812.586.689.599.4522.00r1.15
FPA Crescent FundFPACX7.987.055.148.088.9432.00r1.18
Oakmark Equity & Income IOAKBX8.378.315.257.888.693none0.78
Franklin Templeton Convertible Securities AFISCX13.8413.219.2210.938.6335.500.84
Calamos Growth & Income ACVTRX11.5111.267.838.698.1544.751.09
Dodge & Cox BalancedDODBX7.999.357.0510.328.133none0.53
Northern Income EquityNOIEX11.2512.68.9211.257.935none1.01
Vanguard Wellington InvVWELX14.6110.968.110.027.842none0.25
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.
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