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 March 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 AllocationVLAAX13.17%11.14%8.34%12.53%6.76%2none%1.12%
Franklin Templeton Convertible Securities AFISCX13.1314.838.9913.959.0435.500.84
T. Rowe Price Capital Appreciation**PRWCX12.1211.2810.114.2810.432none0.71
IMS Strategic IncomeIMSIX11.350.51-7.762.3330.50r2.02
Value Line Income & GrowthVALIX10.8813.929.2211.57.137none1.12
Disciplined Growth InvestorsDGIFX10.6412.5394none0.78
LoCorr Spectrum Income ALSPAX10.634.55-0.3265.75s1.98
AllianzGI Convertible A**+ANZAX10.2612.696.8512.237.8335.500.96
MEMBERS Diversified Income AMBLAX9.88.576.699.55.3325.751.1
Fidelity Strategic Dividend & IncomeFSDIX9.759.167.7614.572none0.71
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 March 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 AFISCX13.13%14.83%8.99%13.95%9.04%35.50%0.84%
Catalyst/SMH Total Return Income ITRIIX4.8614.53-0.2384none1.3
Value Line Income & GrowthVALIX10.8813.929.2211.57.137none1.12
Columbia Convertible Securities APACIX8.1913.567.0311.537.2735.751.12
AllianzGI Convertible A**+ANZAX10.2612.696.8512.237.8335.500.96
Lord Abbett Convertible ALACFX6.0212.616.0610.3832.251.04
Disciplined Growth InvestorsDGIFX10.6412.5394none0.78
Thrivent Aggressive Allocation STAAIX4.812.377.8813.234none0.66
Wells Fargo Diversified Capital Builder AEKBAX6.5812.169.6914.085.4745.751.11
Hotchkis & Wiley Value Opportunities AHWAAX2.8511.756.9418.9795.251.22
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 March 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**PRWCX12.12%11.28%10.1%14.28%10.43%2none%0.71%
Wells Fargo Diversified Capital Builder AEKBAX6.5812.169.6914.085.4745.751.11
Value Line Income & GrowthVALIX10.8813.929.2211.57.137none1.12
Disciplined Growth InvestorsDGIFX10.6412.5394none0.78
Franklin Templeton Convertible Securities AFISCX13.1314.838.9913.959.0435.500.84
Northern Income EquityNOIEX7.6610.878.6613.537.674none1.01
Value Line Asset AllocationVLAAX13.1711.148.3412.536.762none1.12
Wells Fargo Index Asset Allocation ASFAAX7.427.977.9412.465.5825.751.07
GuideStone Defensive Market Strategies InvGDMZX7.619.037.892none0.93
Thrivent Aggressive Allocation STAAIX4.812.377.8813.234none0.66
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 March 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 AHWAAX2.85%11.75%6.94%18.97%—%95.25%1.22%
Fidelity Strategic Dividend & IncomeFSDIX9.759.167.7614.572none0.71
T. Rowe Price Capital Appreciation**PRWCX12.1211.2810.114.2810.432none0.71
Fidelity Advisor Strategic Dividend & Income AFASDX9.498.867.4614.2425.751
Wells Fargo Diversified Capital Builder AEKBAX6.5812.169.6914.085.4745.751.11
Franklin Templeton Convertible Securities AFISCX13.1314.838.9913.959.0435.500.84
Northern Income EquityNOIEX7.6610.878.6613.537.674none1.01
T. Rowe Price Personal Strategy Growth TRSGX3.6510.967.4513.4573none0.66
ICON Equity Income SIOEZX1.028.827.4113.264none0.99
Thrivent Aggressive Allocation STAAIX4.812.377.8813.234none0.66
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 March 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 FundBRUFX8.26%6.4%6.3%12.91%13.2%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX12.1211.2810.114.2810.432none0.71
Franklin Templeton Convertible Securities AFISCX13.1314.838.9913.959.0435.500.84
Teton Convertible Securities AAAWESRX6.9911.546.4211.599.0232.00r1.15
Oakmark Equity & Income IOAKBX1.367.924.899.428.73none0.78
FPA Crescent FundFPACX3.597.745.0310.38.6932.00r1.18
Calamos Growth & Income ACVTRX6.4810.377.7110.948.6734.751.09
Dodge & Cox BalancedDODBX4.3810.396.8613.18.113none0.53
Manning & Napier Pro Blend Maximum Term SEXHAX5.0210.556.1311.988.014none1.1
AllianzGI Convertible A**+ANZAX10.2612.696.8512.237.8335.500.96
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.
Advertisement
Advertisement