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 January 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
Franklin Templeton Convertible Securities AFISCX7.42%14.99%8.52%13.56%8.5%35.50%0.84%
AllianzGI Convertible A**+ANZAX6.3112.66.6912.277.6835.500.96
Teton Convertible Securities AAAWESRX4.1212.986.9110.738.7232.00r1.15
T. Rowe Price Capital Appreciation**PRWCX3.9611.469.9513.710.162none0.71
Value Line Asset AllocationVLAAX3.7310.527.6511.526.342none1.12
Calamos Convertible ACCVIX3.6110.985.288.916.7622.251.16
Columbia Convertible Securities APACIX3.5914.196.9511.477.0635.751.12
Hussman Strategic Total ReturnHSTRX3.53.592.612.4111.50r0.72
Fidelity Convertible SecuritiesFCVSX3.2610.444.0712.757.72none0.45
Fidelity Advisor Convertible Securities AFACVX2.9510.113.7812.437.4125.750.75
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 January 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
Catalyst/SMH Total Return Income ITRIIX-2.04%17.35%-0.87%7.13%—%4none%1.3%
Franklin Templeton Convertible Securities AFISCX7.4214.998.5213.568.535.500.84
Columbia Convertible Securities APACIX3.5914.196.9511.477.0635.751.12
Value Line Income & GrowthVALIX2.4714.079.2610.857.037none1.11
Miller Income Opportunity ALMCJX0.0513.9685.751.25
Wells Fargo Diversified Capital Builder AEKBAX-3.7813.59.713.465.1945.751.11
Hotchkis & Wiley Value Opportunities AHWAAX-5.0113.238.0719.3595.251.24
Lord Abbett Convertible ALACFX-0.0413.055.4610.0432.251.03
Teton Convertible Securities AAAWESRX4.1212.986.9110.738.7232.00r1.15
Thrivent Aggressive Allocation STAAIX-3.712.87.9712.534none0.66
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 January 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**PRWCX3.96%11.46%9.95%13.7%10.16%2none%0.71%
Wells Fargo Diversified Capital Builder AEKBAX-3.7813.59.713.465.1945.751.11
Value Line Income & GrowthVALIX2.4714.079.2610.857.037none1.11
Northern Income EquityNOIEX-4.0711.528.7312.827.384none1.01
Franklin Templeton Convertible Securities AFISCX7.4214.998.5213.568.535.500.84
Disciplined Growth InvestorsDGIFX1.6812.588.454none0.78
Wells Fargo Index Asset Allocation ASFAAX-0.548.238.1111.815.3525.751.07
Hotchkis & Wiley Value Opportunities AHWAAX-5.0113.238.0719.3595.251.24
GuideStone Defensive Market Strategies InvGDMZX0.629.668.032none0.95
Thrivent Aggressive Allocation STAAIX-3.712.87.9712.534none0.66
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 January 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-5.01%13.23%8.07%19.35%—%95.25%1.24%
T. Rowe Price Capital Appreciation**PRWCX3.9611.469.9513.710.162none0.71
Franklin Templeton Convertible Securities AFISCX7.4214.998.5213.568.535.500.84
Fidelity Strategic Dividend & IncomeFSDIX-0.419.687.8713.52none0.71
Wells Fargo Diversified Capital Builder AEKBAX-3.7813.59.713.465.1945.751.11
Fidelity Advisor Strategic Dividend & Income AFASDX-0.79.387.5713.1735.751
T. Rowe Price Personal Strategy Growth TRSGX-3.8711.667.4613.016.873none0.66
Northern Income EquityNOIEX-4.0711.528.7312.827.384none1.01
Fidelity Convertible SecuritiesFCVSX3.2610.444.0712.757.72none0.45
Bruce FundBRUFX1.416.426.6712.6812.312none0.67
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 January 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 FundBRUFX1.41%6.42%6.67%12.68%12.31%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX3.9611.469.9513.710.162none0.71
Teton Convertible Securities AAAWESRX4.1212.986.9110.738.7232.00r1.15
Oakmark Equity & Income IOAKBX-4.679.525.688.888.633none0.78
FPA Crescent FundFPACX-3.358.595.229.818.5632.00r1.1
Franklin Templeton Convertible Securities AFISCX7.4214.998.5213.568.535.500.84
Calamos Growth & Income ACVTRX-2.7410.487.5310.878.4434.751.09
Dodge & Cox BalancedDODBX-2.311.577.3712.418.153none0.53
Manning & Napier Pro Blend Maximum Term SEXHAX-4.2810.926.0711.578.014none1.1
Fidelity Convertible SecuritiesFCVSX3.2610.444.0712.757.72none0.45
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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