Top-Performing Mutual Funds by Category
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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, 2020

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
Hussman Strategic Total ReturnHSTRX8.35%4.44%4.03%2.77%—%11.50%r0.74%
GaveKal KL Allocation AdvisorGAVAX8.043.643.441none1.45
RESQ Absolute Income ARQIAX4.51-2.12-2.5714.75s2.2
Lord Abbett Convertible ALACFX3.286.685.457.2932.251.06
SMI Dynamic Allocation FundSMIDX32.76-0.061none1.18
Fidelity Income Replacement 2026FIROX1.873.343.435.681none0.47
Fidelity Income Replacement 2022FIRMX1.793.052.894.981none0.46
MEMBERS Conservative Allocation AMCNAX1.653.743.074.715.750.7
Manning & Napier Pro Blend Moderate Term SEXBAX1.643.762.794.925.521none1.09
Fidelity Advisor Income Replacement 2026 A**FIOAX1.623.093.175.4215.750.72
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, 2020

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
Value Line Asset AllocationVLAAX0.75%8.21%6.77%9.58%5.62%2none%1.12%
AllianzGI Convertible A**+ANZAX0.077.85.648.625.3735.500.96
Franklin Templeton Convertible Securities AFISCX-5.87.446.888.536.9135.500.83
Legg Mason Investment Counsel Social Awareness ASSIAX7.135.357.114.0425.751.25
Janus Henderson Balanced TJABAX-0.297.15.927.655.792none0.82
Lord Abbett Convertible ALACFX3.286.685.457.2932.251.06
T. Rowe Price Capital Appreciation**PRWCX-1.996.527.079.89.812none0.7
Columbia Convertible Securities APACIX-25.925.078.115.435.751.13
Sit BalancedSIBAX-0.245.745.447.433.652none1
Teton Convertible Securities AAAWESRX-2.875.724.377.458.5122.00r1
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, 2020

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**PRWCX-1.99%6.52%7.07%9.8%9.81%2none%0.7%
Franklin Templeton Convertible Securities AFISCX-5.87.446.888.536.9135.500.83
Value Line Asset AllocationVLAAX0.758.216.779.585.622none1.12
Janus Henderson Balanced TJABAX-0.297.15.927.655.792none0.82
AllianzGI Convertible A**+ANZAX0.077.85.648.625.3735.500.96
Sentinel Balanced ASEBLX5.65.57.675.9225.001.01
Lord Abbett Convertible ALACFX3.286.685.457.2932.251.06
Sit BalancedSIBAX-0.245.745.447.433.652none1
Legg Mason Investment Counsel Social Awareness ASSIAX7.135.357.114.0425.751.25
American Funds Balanced Fund AABALX-2.394.325.358.347.1825.750.58
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, 2020

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
T. Rowe Price Capital Appreciation**PRWCX-1.99%6.52%7.07%9.8%9.81%2none%0.7%
Value Line Asset AllocationVLAAX0.758.216.779.585.622none1.12
Wells Fargo Index Asset Allocation ASFAAX0.394.935.129.114.9615.751.08
Wells Fargo Diversified Capital Builder AEKBAX-8.532.255.348.94.3245.751.12
Bruce FundBRUFX-0.214.34.148.812.832none0.67
AllianzGI Convertible A**+ANZAX0.077.85.648.625.3735.500.96
Franklin Templeton Convertible Securities AFISCX-5.87.446.888.536.9135.500.83
American Funds Balanced Fund AABALX-2.394.325.358.347.1825.750.58
Transamerica Multi-Managed Balanced AIBALX-1.634.014.488.334.9425.501.04
Fidelity PuritanFPURX-1.815.114.988.126.352none0.53
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 March 31, 2020

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 FundBRUFX-0.21%4.3%4.14%8.8%12.83%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX-1.996.527.079.89.812none0.7
Teton Convertible Securities AAAWESRX-2.875.724.377.458.5122.00r1
FPA Crescent FundFPACX-13.9-1.9415.278.3642.00r1.23
Vanguard Wellington InvVWELX-2.794.25.217.897.292none0.25
Oakmark Equity & Income IOAKBX-14.49-2.140.484.657.214none0.81
American Funds Balanced Fund AABALX-2.394.325.358.347.1825.750.58
Vanguard Wellesley Income InvVWINX0.944.224.576.866.981none0.23
Tributary Balanced InstitutionalFOBAX-1.524.623.677.546.922none1.09
Franklin Templeton Convertible Securities AFISCX-5.87.446.888.536.9135.500.83
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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