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 June 30, 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 AllocationVLAAX17.35%12.17%9.1%11.87%6.72%2none%1.12%
T. Rowe Price Capital Appreciation**PRWCX15.211.9310.2912.910.142none0.71
Franklin Templeton Convertible Securities AFISCX14.8115.259.2912.778.835.500.84
MEMBERS Diversified Income AMBLAX13.168.746.859.195.2425.751.1
Fallen Angels IncomeFAINX13.1410.256.139.43none2.08
IMS Strategic IncomeIMSIX12.22-1.54-8.361.320.50r2.02
Mairs & Power Balanced InvMAPOX12.177.96.2410.817.172none0.72
AllianzGI Convertible A**+ANZAX11.6613.857.2211.747.7935.500.96
Green Century BalancedGCBLX11.429.846.379.376.9822.00r1.48
Fidelity Convertible SecuritiesFCVSX11.2510.484.5610.597.642none0.45
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.

Data through June 30, 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 AFISCX14.81%15.25%9.29%12.77%8.8%35.50%0.84%
Value Line Income & GrowthVALIX8.5215.099.2710.697.267none1.12
AllianzGI Convertible A**+ANZAX11.6613.857.2211.747.7935.500.96
Columbia Convertible Securities APACIX10.9713.817.0211.17.1935.751.13
Hotchkis & Wiley Value Opportunities AHWAAX2.1813.666.916.3185.251.22
Lord Abbett Convertible ALACFX8.2613.126.239.732.251.04
Thrivent Aggressive Allocation STAAIX5.9112.917.7711.754none0.66
Teton Convertible Securities AAAWESRX7.6112.265.8410.538.6122.00r1.15
Value Line Asset AllocationVLAAX17.3512.179.111.876.722none1.12
Janus Henderson Balanced TJABAX9.9612.127.799.996.82none0.82
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 June 30, 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**PRWCX15.2%11.93%10.29%12.9%10.14%2none%0.71%
Wells Fargo Diversified Capital Builder AEKBAX10.5311.989.5613.135.5255.751.11
Franklin Templeton Convertible Securities AFISCX14.8115.259.2912.778.835.500.84
Value Line Income & GrowthVALIX8.5215.099.2710.697.267none1.12
Value Line Asset AllocationVLAAX17.3512.179.111.876.722none1.12
Disciplined Growth InvestorsDGIFX6.112.098.655none0.78
Northern Income EquityNOIEX7.2910.798.4512.317.525none1.01
GuideStone Defensive Market Strategies InvGDMZX8.959.067.932none0.93
Janus Henderson Balanced TJABAX9.9612.127.799.996.82none0.82
Thrivent Aggressive Allocation STAAIX5.9112.917.7711.754none0.66
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 June 30, 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 AHWAAX2.18%13.66%6.9%16.31%—%85.25%1.22%
Wells Fargo Diversified Capital Builder AEKBAX10.5311.989.5613.135.5255.751.11
T. Rowe Price Capital Appreciation**PRWCX15.211.9310.2912.910.142none0.71
Franklin Templeton Convertible Securities AFISCX14.8115.259.2912.778.835.500.84
Fidelity Strategic Dividend & IncomeFSDIX8.938.317.1212.532none0.71
Northern Income EquityNOIEX7.2910.798.4512.317.525none1.01
Fidelity Advisor Strategic Dividend & Income AFASDX8.627.986.8212.225.751
Value Line Asset AllocationVLAAX17.3512.179.111.876.722none1.12
ICON Equity Income SIOEZX6.099.817.3911.855none0.99
T. Rowe Price Personal Strategy Growth TRSGX6.4111.87.2811.766.843none0.66
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 June 30, 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 FundBRUFX8.81%5.49%4.77%11.04%13.42%2none%0.67%
T. Rowe Price Capital Appreciation**PRWCX15.211.9310.2912.910.142none0.71
Franklin Templeton Convertible Securities AFISCX14.8115.259.2912.778.835.500.84
Teton Convertible Securities AAAWESRX7.6112.265.8410.538.6122.00r1.15
FPA Crescent FundFPACX6.698.795.19.138.4632.00r1.18
Calamos Growth & Income ACVTRX8.311.237.599.988.3734.751.09
Oakmark Equity & Income IOAKBX4.639.34.948.728.373none0.78
AllianzGI Convertible A**+ANZAX11.6613.857.2211.747.7935.500.96
Dodge & Cox BalancedDODBX5.5710.646.6411.457.753none0.53
Fidelity Convertible SecuritiesFCVSX11.2510.484.5610.597.642none0.45
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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