rank manager return
1 Brett Sumsion 1. Brett Sumsion
funds managed
16.9%
1 Andrew Dierdorf 1. Andrew Dierdorf
funds managed
16.9%
3 Jerome Clark 3. Jerome Clark
funds managed
16.8%
3 Wyatt A. Lee 3. Wyatt A. Lee
funds managed
16.8%
5 Rob Balkema 5. Rob Balkema
funds managed
16.6%
5 Brian Meath 5. Brian Meath
funds managed
16.6%
7 Marcelle Daher 7. Marcelle Daher
funds managed
16.4%
7 Nathan Thooft 7. Nathan Thooft
funds managed
16.4%
7 Bob Boyda 7. Bob Boyda
funds managed
16.4%
10 John Cunniff 10. John Cunniff
funds managed
16.2%
10 Hans Erickson 10. Hans Erickson
funds managed
16.2%
12 Jon D. Adams 12. Jon D. Adams
funds managed
16.0%
12 Lowell Yura 12. Lowell Yura
funds managed
16.0%
14 William Coleman 14. William Coleman
funds managed
15.9%
14 Walter Nejman 14. Walter Nejman
funds managed
15.9%
16 Gregory Allen 16. Gregory Allen
funds managed
15.7%
16 Ivan Cliff 16. Ivan Cliff
funds managed
15.7%
18 Claudio Marsala 18. Claudio Marsala
funds managed
15.4%
18 Paul Pietranico 18. Paul Pietranico
funds managed
15.4%
20 Christian L. Chan 20. Christian L. Chan
funds managed
15.3%
20 Kandarp R. Acharya 20. Kandarp R. Acharya
funds managed
15.3%
22 John P. Toohey 22. John P. Toohey
funds managed
15.2%
22 Wasif A. Latif 22. Wasif A. Latif
funds managed
15.2%
22 Brian Herscovici 22. Brian Herscovici
funds managed
15.2%
25 Charles L. McGinn 25. Charles L. McGinn
funds managed
15.2%
25 Lisa Khatri 25. Lisa Khatri
funds managed
15.2%
27 Philip Green 27. Philip Green
funds managed
15.1%
28 Jonathan B. Swaney 28. Jonathan B. Swaney
funds managed
15.0%
28 Jae S. Yoon 28. Jae S. Yoon
funds managed
15.0%
28 Poul Kristensen 28. Poul Kristensen
funds managed
15.0%
28 Amit Soni 28. Amit Soni
funds managed
15.0%
32 Zifan Tang 32. Zifan Tang
funds managed
15.0%
33 Jody Hrazanek 33. Jody Hrazanek
funds managed
14.8%
33 Halvard Kvaale 33. Halvard Kvaale
funds managed
14.8%
33 Paul Zemsky 33. Paul Zemsky
funds managed
14.8%
36 Joseph Flaherty, Jr 36. Joseph Flaherty, Jr
funds managed
14.8%
37 Thomas R. Hickey Jr 37. Thomas R. Hickey Jr
funds managed
14.8%
38 Jack Brown 38. Jack Brown
funds managed
14.6%
38 Jonathan Kreider 38. Jonathan Kreider
funds managed
14.6%
38 Andrew Corwin 38. Andrew Corwin
funds managed
14.6%
38 Catherine Tocher 38. Catherine Tocher
funds managed
14.6%
42 Brian L. Collins 42. Brian L. Collins
funds managed
14.5%
42 Linda M. Molenda 42. Linda M. Molenda
funds managed
14.5%
42 Paul C. Herbert 42. Paul C. Herbert
funds managed
14.5%
42 David G. Van Hooser 42. David G. Van Hooser
funds managed
14.5%
46 Mihir Worah 46. Mihir Worah
funds managed
14.2%
46 Graham Rennison 46. Graham Rennison
funds managed
14.2%
46 Rahul Devgon 46. Rahul Devgon
funds managed
14.2%
49 Bruce Picard Jr. 49. Bruce Picard Jr.
funds managed
14.2%
49 Frederick Schulitz 49. Frederick Schulitz
funds managed
14.2%
51 Alan Mason 51. Alan Mason
funds managed
13.9%
51 Amy Whitelaw 51. Amy Whitelaw
funds managed
13.9%
53 Jason Vaillancourt 53. Jason Vaillancourt
funds managed
13.7%
53 Robert Schoen 53. Robert Schoen
funds managed
13.7%
53 James Fetch 53. James Fetch
funds managed
13.7%
53 Robert Kea 53. Robert Kea
funds managed
13.7%
57 James W. Fennessey 57. James W. Fennessey
funds managed
13.7%
57 Randy L. Welch 57. Randy L. Welch
funds managed
13.7%
57 Jeffrey R. Tyler 57. Jeffrey R. Tyler
funds managed
13.7%
60 Adam Petryk 60. Adam Petryk
funds managed
13.6%
60 Ellen Tesler 60. Ellen Tesler
funds managed
13.6%
60 Thomas Picciochi 60. Thomas Picciochi
funds managed
13.6%
63 Matthew Annenberg 63. Matthew Annenberg
funds managed
13.5%
64 Tony Coffey 64. Tony Coffey
funds managed
12.4%
64 James Macey 64. James Macey
funds managed
12.4%
64 Thomas Nelson 64. Thomas Nelson
funds managed
12.4%
67 David Hottmann 67. David Hottmann
funds managed
12.3%
67 Patrick Ryan 67. Patrick Ryan
funds managed
12.3%
69 Ebrahim Busheri 69. Ebrahim Busheri
funds managed
11.9%
69 Christian A. Andreach 69. Christian A. Andreach
funds managed
11.9%
69 Marc Tommasi 69. Marc Tommasi
funds managed
11.9%
Managers with less than 12 months history are below. View 1 month performance
Andrew Ang Andrew Ang
funds managed
Alistair Bates Alistair Bates
funds managed
Petros Bocray Petros Bocray
funds managed
Alwi Chan Alwi Chan
funds managed
Christopher C Graham Christopher C Graham
funds managed
Ked Hogan Ked Hogan
funds managed
Miao Hu Miao Hu
funds managed
Joel M. Kallman Joel M. Kallman
funds managed
Kenneth T Kozlowski Kenneth T Kozlowski
funds managed
Ted Lockwood Ted Lockwood
funds managed
Matthew O’Hara Matthew O’Hara
funds managed
Xavier Poutas Xavier Poutas
funds managed
Michael Stamos Michael Stamos
funds managed
Jeremy Stempien Jeremy Stempien
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 T Rowe Price Retirement I 2040 Fund;I
Managers
USD

17.6%

5.4

-1.8%

2 Fidelity Freedom K 2040 Fund
Managers
USD

17.5%

5.5

-1.9%

3 Fidelity Freedom 2040 Fund
Managers
USD

17.4%

5.5

-2.0%

3 T Rowe Price Retirement 2040 Fund
Managers
USD

17.4%

5.4

-1.7%

5 John Hancock Multimanager 2040 Lifetime Ptf;1
Managers
USD

17.1%

5.1

-1.8%

6 Fidelity Strategic Advisers Mlt-Manager 2040 Fd
Managers
USD

16.9%

5.1

-1.8%

7 John Hancock Multi-Index 2040 Lifetime Ptf;1
Managers
USD

16.8%

5.0

-1.9%

8 Russell 2040 Strategy Fund;S
Managers
USD

16.6%

4.7

-1.7%

9 Fidelity Advisor Freedom 2040 Fund;A
Managers
USD

16.6%

5.4

-1.9%

10 TIAA-CREF Lifecycle 2040 Fund;Retirement
Managers
USD

16.3%

5.4

-1.9%

11 TIAA-CREF Lifecycle Index 2040 Fund;Institutional
Managers
USD

16.0%

5.0

-2.0%

11 BMO Target Retirement 2040;R-6
Managers
USD

16.0%

5.4

-1.9%

13 Fidelity Freedom Index 2040 Fund;Investor
Managers
USD

15.9%

4.9

-1.9%

13 Vanguard Institutional Target Retire 2040 Fd;Inst
Managers
USD

15.9%

4.9

-1.9%

13 DFA Dimensional 2040 Target Date Ret Inc Fd;Inst USD

15.9%

4.8

-1.6%

16 Vanguard Target Retirement 2040 Fund;Investor USD

15.8%

4.9

-1.9%

17 Great-West Lifetime 2040 Fund;Investor
Managers
USD

15.8%

5.1

-2.2%

18 KP Retirement Path 2040 Fund;Instl
Managers
USD

15.7%

5.3

-2.0%

19 American Funds 2040 Target Date Retirement Fd;A USD

15.7%

4.8

-1.8%

20 AB Multi-Manager Select 2040 Fund;A USD

15.6%

4.8

-1.7%

21 JPMorgan SmartRetirement Blend 2040 Fund;R6 USD

15.5%

4.9

-2.1%

22 Schwab Target 2040 Fund
Managers
USD

15.5%

5.6

-2.3%

23 T Rowe Price Target 2040 Fund
Managers
USD

15.5%

4.8

-1.6%

24 AllianzGI Retirement 2040 Fund;P
Managers
USD

15.4%

5.0

-1.7%

25 Great-West SecureFoundation Lifetime 2040 Fund;Inv USD

15.4%

4.9

-2.0%

26 Wells Fargo Dynamic Target 2040 Fund;A
Managers
USD

15.3%

5.4

-2.0%

27 JPMorgan SmartRetirement 2040 Fund;R5 USD

15.3%

5.0

-1.8%

28 USAA Target Retirement 2040 Fund
Managers
USD

15.2%

4.4

-1.4%

29 State Street Target Retirement 2040 Fund;K
Managers
USD

15.2%

5.1

-2.4%

30 John Hancock II Multi-Index 2040 Prsv Port;1
Managers
USD

15.2%

4.4

-1.7%

31 MainStay Retirement 2040 Fund;I
Managers
USD

15.0%

5.8

-2.1%

32 Voya Target Retirement 2040 Fund;I
Managers
USD

14.8%

5.2

-2.2%

33 BlackRock LifePath Smart Beta 2040 Fund;Inv A
Managers
USD

14.8%

5.8

-2.4%

34 MFS Lifetime 2040 Fund;R4
Managers
USD

14.8%

4.9

-2.0%

35 Nationwide Destination 2040 Fund;Institutional Svc
Managers
USD

14.8%

5.3

-2.2%

36 Virtus DFA 2040 Target Date Retirement Inc Fund;A USD

14.7%

4.8

-1.7%

37 BlackRock LifePath Dynamic 2040 Fund;Institutional
Managers
USD

14.6%

5.6

-2.4%

38 Harbor Target Retirement 2040 Fund;Institutional
Managers
USD

14.5%

4.9

-2.0%

39 PIMCO RealPath 2040 Fund;Institutional
Managers
USD

14.3%

4.7

-1.6%

40 BlackRock LifePath Index 2040 Fund;K
Managers
USD

14.2%

5.3

-2.4%

41 MassMutual RetireSMART 2040 Fund;Service
Managers
USD

14.2%

5.1

-2.1%

42 PIMCO RealPath Blend 2040 Fund;A
Managers
USD

14.1%

4.6

-1.8%

43 State Farm LifePath 2040 Fund;Premier
Managers
USD

13.9%

5.3

-2.4%

44 Principal Lifetime Hybrid 2040 Fund;Institutional
Managers
USD

13.8%

5.0

-2.2%

45 Putnam RetirementReady 2040 Fund;A
Managers
USD

13.7%

4.9

-1.6%

46 Transamerica ClearTrack 2040;R1
Managers
USD

13.6%

4.9

-2.2%

47 Principal LifeTime 2040 Fund;Inst
Managers
USD

13.5%

5.0

-2.0%

48 Great-West Lifetime Conservative 2040 Fund;Service
Managers
USD

13.4%

4.3

-1.8%

49 Franklin LifeSmart 2040 Retirement Target Fund;R6
Managers
USD

12.4%

4.7

-1.6%

50 Goldman Sachs Target Date 2040 Portfolio;R6
Managers
USD

12.3%

4.1

-1.5%

51 American Century One Choice 2040 Portfolio;I USD

12.2%

4.4

-1.8%

52 PNC Target 2040 Fund;I USD

12.1%

4.3

-2.2%

53 Manning & Napier Target 2040 Series;K
Managers
USD

11.9%

7.2

-4.0%

54 Invesco Balanced-Risk Retirement 2040 Fund;A USD

10.5%

5.7

-2.8%

Funds with less than 12 months history are below. View 1 month performance
1290 Retirement 2040 Fund;I
Managers
Natixis Sustainable Future 2040 Fund;N
Managers
Prudential Day One 2040 Fund;R1
Managers
Schwab Target 2040 Index Fund;Investor
Managers
manager return
Philip Green Philip Green
funds managed
15.1%
Jerome Clark Jerome Clark
funds managed
16.8%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
14.8%
Mihir Worah Mihir Worah
funds managed
14.2%
Brett Sumsion Brett Sumsion
funds managed
16.9%
Alan Mason Alan Mason
funds managed
13.9%
Jason Vaillancourt Jason Vaillancourt
funds managed
13.7%
John Cunniff John Cunniff
funds managed
16.2%
Hans Erickson Hans Erickson
funds managed
16.2%
Amy Whitelaw Amy Whitelaw
funds managed
13.9%
Andrew Dierdorf Andrew Dierdorf
funds managed
16.9%
Paul Pietranico Paul Pietranico
funds managed
15.4%
Halvard Kvaale Halvard Kvaale
funds managed
14.8%
Zifan Tang Zifan Tang
funds managed
15.0%
James Fetch James Fetch
funds managed
13.7%
Robert Kea Robert Kea
funds managed
13.7%
William Coleman William Coleman
funds managed
15.9%
Walter Nejman Walter Nejman
funds managed
15.9%
Paul Zemsky Paul Zemsky
funds managed
14.8%