rank manager return
1 Joseph Flaherty, Jr 1. Joseph Flaherty, Jr
funds managed
14.5%
2 Philip Green 2. Philip Green
funds managed
14.3%
3 John Cunniff 3. John Cunniff
funds managed
14.0%
3 Hans Erickson 3. Hans Erickson
funds managed
14.0%
5 Jerome Clark 5. Jerome Clark
funds managed
14.0%
5 Wyatt A. Lee 5. Wyatt A. Lee
funds managed
14.0%
7 Brett Sumsion 7. Brett Sumsion
funds managed
14.0%
7 Andrew Dierdorf 7. Andrew Dierdorf
funds managed
14.0%
9 Christian L. Chan 9. Christian L. Chan
funds managed
13.9%
9 Kandarp R. Acharya 9. Kandarp R. Acharya
funds managed
13.9%
9 Petros Bocray 9. Petros Bocray
funds managed
13.9%
12 Walter Nejman 12. Walter Nejman
funds managed
13.3%
12 William Coleman 12. William Coleman
funds managed
13.3%
14 Jon D. Adams 14. Jon D. Adams
funds managed
13.2%
14 Irina Pacheco 14. Irina Pacheco
funds managed
13.2%
14 Michael Dowdall 14. Michael Dowdall
funds managed
13.2%
17 Gregory Allen 17. Gregory Allen
funds managed
13.1%
17 Ivan Cliff 17. Ivan Cliff
funds managed
13.1%
19 Charles L. McGinn 19. Charles L. McGinn
funds managed
13.1%
20 Claudio Marsala 20. Claudio Marsala
funds managed
12.9%
20 Michael Stamos 20. Michael Stamos
funds managed
12.9%
20 Paul Pietranico 20. Paul Pietranico
funds managed
12.9%
20 Alistair Bates 20. Alistair Bates
funds managed
12.9%
24 Nathan Thooft 24. Nathan Thooft
funds managed
12.8%
24 Bob Boyda 24. Bob Boyda
funds managed
12.8%
26 Bruce Picard Jr. 26. Bruce Picard Jr.
funds managed
12.7%
26 Frederick Schulitz 26. Frederick Schulitz
funds managed
12.7%
28 Zifan Tang 28. Zifan Tang
funds managed
12.6%
29 Paul Zemsky 29. Paul Zemsky
funds managed
12.6%
29 Halvard Kvaale 29. Halvard Kvaale
funds managed
12.6%
29 Jody Hrazanek 29. Jody Hrazanek
funds managed
12.6%
32 Matthew O’Hara 32. Matthew O’Hara
funds managed
12.6%
33 Brian L. Collins 33. Brian L. Collins
funds managed
12.5%
33 Linda M. Molenda 33. Linda M. Molenda
funds managed
12.5%
33 Paul C. Herbert 33. Paul C. Herbert
funds managed
12.5%
36 Ebrahim Busheri 36. Ebrahim Busheri
funds managed
12.5%
36 Christian A. Andreach 36. Christian A. Andreach
funds managed
12.5%
36 Marc Tommasi 36. Marc Tommasi
funds managed
12.5%
39 James W. Fennessey 39. James W. Fennessey
funds managed
12.5%
39 Randy L. Welch 39. Randy L. Welch
funds managed
12.5%
39 Jeffrey R. Tyler 39. Jeffrey R. Tyler
funds managed
12.5%
42 Poul Kristensen 42. Poul Kristensen
funds managed
12.3%
42 Jonathan B. Swaney 42. Jonathan B. Swaney
funds managed
12.3%
42 Jae S. Yoon 42. Jae S. Yoon
funds managed
12.3%
42 Amit Soni 42. Amit Soni
funds managed
12.3%
46 Ked Hogan 46. Ked Hogan
funds managed
12.3%
46 Andrew Ang 46. Andrew Ang
funds managed
12.3%
48 Tony Coffey 48. Tony Coffey
funds managed
12.1%
48 Thomas Nelson 48. Thomas Nelson
funds managed
12.1%
50 Alan Mason 50. Alan Mason
funds managed
11.8%
50 Amy Whitelaw 50. Amy Whitelaw
funds managed
11.8%
52 Ted Lockwood 52. Ted Lockwood
funds managed
11.5%
52 Joel M. Kallman 52. Joel M. Kallman
funds managed
11.5%
52 Jeremy Stempien 52. Jeremy Stempien
funds managed
11.5%
55 Mihir Worah 55. Mihir Worah
funds managed
11.5%
55 Rahul Devgon 55. Rahul Devgon
funds managed
11.5%
55 Graham Rennison 55. Graham Rennison
funds managed
11.5%
58 Jonathan Kreider 58. Jonathan Kreider
funds managed
11.4%
58 Jack Brown 58. Jack Brown
funds managed
11.4%
58 Andrew Corwin 58. Andrew Corwin
funds managed
11.4%
61 Wasif A. Latif 61. Wasif A. Latif
funds managed
11.2%
61 Brian Herscovici 61. Brian Herscovici
funds managed
11.2%
63 Christopher C Graham 63. Christopher C Graham
funds managed
10.9%
64 Robert Schoen 64. Robert Schoen
funds managed
10.8%
64 Jason Vaillancourt 64. Jason Vaillancourt
funds managed
10.8%
64 James Fetch 64. James Fetch
funds managed
10.8%
67 Alwi Chan 67. Alwi Chan
funds managed
10.4%
67 Xavier Poutas 67. Xavier Poutas
funds managed
10.4%
67 Miao Hu 67. Miao Hu
funds managed
10.4%
67 Kenneth T Kozlowski 67. Kenneth T Kozlowski
funds managed
10.4%
71 Adam Petryk 71. Adam Petryk
funds managed
10.3%
71 Thomas Picciochi 71. Thomas Picciochi
funds managed
10.3%
71 Ellen Tesler 71. Ellen Tesler
funds managed
10.3%
74 Patrick Ryan 74. Patrick Ryan
funds managed
9.7%
74 David Hottmann 74. David Hottmann
funds managed
9.7%
Managers with less than 12 months history are below. View 1 month performance
Michael Narkiewicz Michael Narkiewicz
funds managed
Keith P. Robinette Keith P. Robinette
funds managed
Scott W Smith Scott W Smith
funds managed
Robert Sykes Robert Sykes
funds managed
Andrew Urban Andrew Urban
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Natixis Sustainable Future 2040 Fund;N USD

16.7%

7.7

-4.8%

2 TIAA-CREF Lifecycle 2040 Fund;Retirement
Managers
USD

15.1%

7.2

-4.8%

3 T Rowe Price Retirement I 2040 Fund;I
Managers
USD

14.7%

6.9

-4.2%

4 American Funds 2040 Target Date Retirement Fd;R4 USD

14.6%

7.2

-4.6%

5 T Rowe Price Retirement 2040 Fund
Managers
USD

14.6%

6.9

-4.3%

6 Fidelity Freedom 2040 Fund
Managers
USD

14.5%

7.8

-5.3%

7 MFS Lifetime 2040 Fund;R4
Managers
USD

14.5%

6.5

-4.1%

8 BlackRock LifePath Dynamic 2040 Fund;Institutional
Managers
USD

14.3%

6.8

-4.7%

9 John Hancock Multimanager 2040 Lifetime Ptf;1
Managers
USD

13.9%

7.2

-4.7%

10 JPMorgan SmartRetirement 2040 Fund;R5 USD

13.9%

7.6

-5.3%

11 Wells Fargo Dynamic Target 2040 Fund;R6
Managers
USD

13.9%

7.6

-5.1%

12 Principal LifeTime 2040 Fund;Inst USD

13.9%

7.1

-4.8%

13 AB Multi-Manager Select 2040 Fund;A USD

13.6%

7.2

-5.1%

14 Fidelity Advisor Freedom 2040 Fund;A
Managers
USD

13.4%

7.7

-5.4%

15 Schwab Target 2040 Fund
Managers
USD

13.3%

6.9

-4.6%

16 Vanguard Institutional Target Retire 2040 Fd;Inst
Managers
USD

13.3%

7.0

-4.9%

16 Vanguard Target Retirement 2040 Fund;Investor USD

13.3%

6.9

-4.8%

18 BMO Target Retirement 2040;R-6
Managers
USD

13.2%

7.2

-4.9%

19 KP Retirement Path 2040 Fund;Instl
Managers
USD

13.1%

6.3

-4.3%

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

13.1%

6.8

-4.7%

21 State Street Target Retirement 2040 Fund;K
Managers
USD

13.1%

6.8

-4.9%

22 Fidelity Freedom Index 2040 Fund;Investor
Managers
USD

13.1%

7.2

-5.2%

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

13.0%

7.0

-4.9%

24 JPMorgan SmartRetirement Blend 2040 Fund;R6 USD

13.0%

7.0

-4.9%

25 AllianzGI Retirement 2040 Fund;P
Managers
USD

12.9%

7.5

-5.6%

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

12.8%

7.2

-5.0%

27 T Rowe Price Target 2040 Fund
Managers
USD

12.7%

6.0

-3.8%

28 MassMutual RetireSMART 2040 Fund;Service
Managers
USD

12.7%

7.0

-4.9%

29 Voya Target Retirement 2040 Fund;I
Managers
USD

12.6%

7.2

-5.2%

30 Harbor Target Retirement 2040 Fund;Institutional
Managers
USD

12.5%

5.9

-3.6%

31 Manning & Napier Target 2040 Series;K
Managers
USD

12.5%

6.3

-3.6%

32 MainStay Retirement 2040 Fund;I
Managers
USD

12.3%

6.9

-5.0%

33 BlackRock LifePath Index 2040 Fund;K
Managers
USD

12.3%

6.9

-4.9%

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

12.3%

6.5

-4.1%

35 Principal Lifetime Hybrid 2040 Fund;Institutional
Managers
USD

12.3%

6.7

-4.7%

36 Great-West Lifetime 2040 Fund;L
Managers
USD

12.3%

6.8

-4.5%

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

12.1%

6.8

-4.9%

38 Franklin LifeSmart 2040 Retirement Target Fund;R6
Managers
USD

12.1%

5.7

-3.7%

39 PIMCO RealPath Blend 2040 Fund;Inst
Managers
USD

12.1%

6.4

-4.5%

40 Great-West SecureFoundation Lifetime 2040 Fund;Inv USD

12.0%

6.7

-4.5%

41 Schwab Target 2040 Index Fund
Managers
USD

12.0%

6.6

-4.7%

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

11.6%

6.5

-4.6%

43 Prudential Day One 2040 Fund;R1
Managers
USD

11.5%

6.4

-4.6%

44 State Farm LifePath 2040 Fund;Premier
Managers
USD

11.3%

6.8

-4.9%

45 USAA Target Retirement 2040 Fund
Managers
USD

11.2%

6.8

-5.0%

46 PIMCO RealPath 2040 Fund;Institutional
Managers
USD

10.9%

6.3

-4.6%

47 Nationwide Destination 2040 Fund;Institutional Svc
Managers
USD

10.9%

6.7

-4.7%

48 Putnam RetirementReady 2040 Fund;A
Managers
USD

10.8%

6.2

-4.8%

49 American Century One Choice 2040 Portfolio;I USD

10.8%

5.8

-3.9%

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

10.5%

5.5

-3.7%

51 1290 Retirement 2040 Fund;I
Managers
USD

10.4%

5.8

-3.8%

52 Transamerica ClearTrack 2040;R1
Managers
USD

10.3%

6.4

-4.9%

53 Goldman Sachs Target Date 2040 Portfolio;R6
Managers
USD

9.7%

5.3

-3.8%

54 Invesco Balanced-Risk Retirement 2040 Fund;A USD

6.5%

6.0

-2.5%

Funds with less than 12 months history are below. View 1 month performance
American Funds College 2036 Fund;529-A
Managers
Columbia Adaptive Retirement 2040 Fund;Adv
Managers
Fidelity Flex Freedom 2040 Fund
Managers
Invesco Peak Retirement 2040 Fund;A
Managers
MassMutual Select T Rowe Price Ret 2040 Fd;I
Managers