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 August 30, 2018

Hybrid Stock Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
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VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Disciplined Growth InvestorsDGIFX20.53%12.98%11.7%—%—%3none%0.78%
Pacific Advisors Balanced APAABX19.712.190.442.224.0475.75s4.76
Chou Opportunity FundCHOEX19.47-0.63-0.1102.00r0.3
Northern Income EquityNOIEX19.1414.5511.699.888.553none1.01
Villere Balanced InvVILLX18.678.315.969.466none0.93
Franklin Templeton Convertible Securities AFISCX18.613.6210.829.699.1935.750.84
AllianzGI Convertible A**+ANZAX18.1210.469.669.449.4435.501.02
North Star Opportunity Fund Class A SharesNSOPX17.8611.338.7785.75s1.56
Teton Convertible Securities AAAWESRX16.6511.328.647.179.0352.00r1.15
Miller Income Opportunity ALMCJX16.5611.4885.751.25
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.

Data through August 30, 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
Wells Fargo Diversified Capital Builder AEKBAX14.2%14.8%13.83%8.72%6.31%35.75%1.12%
Northern Income EquityNOIEX19.1414.5511.699.888.553none1.01
Value Line Income & GrowthVALIX15.9313.6411.428.539.125none1.11
Franklin Templeton Convertible Securities AFISCX18.613.6210.829.699.1935.750.84
Disciplined Growth InvestorsDGIFX20.5312.9811.73none0.78
Innealta Capital Sector Rotation Fund Class NICSNX12.1812.927.3922.00r1.49
Catalyst/SMH Total Return Income ITRIIX6.8312.390.9438none1.3
Fidelity Asset Manager 85%FAMRX12.4311.910.368.44none0.73
Calamos Growth & Income ACVTRX15.1911.8510.268.149.734.751.11
Fidelity Advisor Asset Manager 85% AFEYAX12.1211.5410.038.0945.751.03
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 August 30, 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 AEKBAX14.2%14.8%13.83%8.72%6.31%35.75%1.12%
Disciplined Growth InvestorsDGIFX20.5312.9811.73none0.78
Northern Income EquityNOIEX19.1414.5511.699.888.553none1.01
T. Rowe Price Capital Appreciation**PRWCX11.7411.3711.529.9110.472none0.71
Value Line Income & GrowthVALIX15.9313.6411.428.539.125none1.11
Fidelity PuritanFPURX14.3811.4210.898.947.582none0.55
Franklin Templeton Convertible Securities AFISCX18.613.6210.829.699.1935.750.84
Wells Fargo Index Asset Allocation ASFAAX10.929.4110.478.456.7825.751.09
Fidelity BalancedFBALX12.7810.8510.428.468.422none0.54
Fidelity Asset Manager 85%FAMRX12.4311.910.368.44none0.73
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 August 30, 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
Centaur Total ReturnTILDX11.09%9.95%7.8%10.44%—%2none%1.95%
Bruce FundBRUFX5.976.569.399.9612.552none0.67
T. Rowe Price Capital Appreciation**PRWCX11.7411.3711.529.9110.472none0.71
Northern Income EquityNOIEX19.1414.5511.699.888.553none1.01
Franklin Templeton Convertible Securities AFISCX18.613.6210.829.699.1935.750.84
Villere Balanced InvVILLX18.678.315.969.466none0.93
AllianzGI Convertible A**+ANZAX18.1210.469.669.449.4435.501.02
Fidelity PuritanFPURX14.3811.4210.898.947.582none0.55
Janus Henderson Balanced TJABAX15.711.089.778.888.352none0.82
LKCM BalancedLKBAX12.2110.389.078.737.0521.00r0.8
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 August 30, 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 FundBRUFX5.97%6.56%9.39%9.96%12.55%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX11.7411.3711.529.9110.472none0.71
Calamos Growth & Income ACVTRX15.1911.8510.268.149.734.751.11
Oakmark Equity & Income IOAKBX8.638.667.97.039.673none0.78
AllianzGI Convertible A**+ANZAX18.1210.469.669.449.4435.501.02
FPA Crescent FundFPACX7.718.387.367.479.2432.00r1.1
Franklin Templeton Convertible Securities AFISCX18.613.6210.829.699.1935.750.84
Value Line Income & GrowthVALIX15.9313.6411.428.539.125none1.11
Teton Convertible Securities AAAWESRX16.6511.328.647.179.0352.00r1.15
Dodge & Cox BalancedDODBX10.6211.0510.078.718.963none0.53
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.