rank manager return
1 Alistair Bates 1. Alistair Bates
funds managed
22.1%
1 Paul Pietranico 1. Paul Pietranico
funds managed
22.1%
1 Michael Stamos 1. Michael Stamos
funds managed
22.1%
1 Claudio Marsala 1. Claudio Marsala
funds managed
22.1%
5 Andrew Dierdorf 5. Andrew Dierdorf
funds managed
22.0%
5 Brett Sumsion 5. Brett Sumsion
funds managed
22.0%
7 John Cunniff 7. John Cunniff
funds managed
21.8%
7 Hans Erickson 7. Hans Erickson
funds managed
21.8%
9 Amit Soni 9. Amit Soni
funds managed
21.2%
9 Jonathan B. Swaney 9. Jonathan B. Swaney
funds managed
21.2%
9 Jae S. Yoon 9. Jae S. Yoon
funds managed
21.2%
9 Poul Kristensen 9. Poul Kristensen
funds managed
21.2%
13 Wyatt A. Lee 13. Wyatt A. Lee
funds managed
21.1%
13 Jerome Clark 13. Jerome Clark
funds managed
21.1%
13 Gregory Allen 13. Gregory Allen
funds managed
21.1%
13 Ivan Cliff 13. Ivan Cliff
funds managed
21.1%
17 Philip Green 17. Philip Green
funds managed
21.0%
18 Bob Boyda 18. Bob Boyda
funds managed
21.0%
18 Marcelle Daher 18. Marcelle Daher
funds managed
21.0%
18 Nathan Thooft 18. Nathan Thooft
funds managed
21.0%
21 Kandarp R. Acharya 21. Kandarp R. Acharya
funds managed
20.9%
21 Christian L. Chan 21. Christian L. Chan
funds managed
20.9%
21 Petros Bocray 21. Petros Bocray
funds managed
20.9%
24 William Coleman 24. William Coleman
funds managed
20.8%
24 Walter Nejman 24. Walter Nejman
funds managed
20.8%
24 Jon D. Adams 24. Jon D. Adams
funds managed
20.8%
27 Paul Zemsky 27. Paul Zemsky
funds managed
20.4%
27 Halvard Kvaale 27. Halvard Kvaale
funds managed
20.4%
27 Jody Hrazanek 27. Jody Hrazanek
funds managed
20.4%
30 Zifan Tang 30. Zifan Tang
funds managed
20.2%
31 Joseph Flaherty, Jr 31. Joseph Flaherty, Jr
funds managed
20.2%
32 Charles L. McGinn 32. Charles L. McGinn
funds managed
20.2%
32 Lisa Khatri 32. Lisa Khatri
funds managed
20.2%
34 Frederick Schulitz 34. Frederick Schulitz
funds managed
19.9%
34 Bruce Picard Jr. 34. Bruce Picard Jr.
funds managed
19.9%
36 James W. Fennessey 36. James W. Fennessey
funds managed
19.8%
36 Randy L. Welch 36. Randy L. Welch
funds managed
19.8%
36 Jeffrey R. Tyler 36. Jeffrey R. Tyler
funds managed
19.8%
39 Christopher C Graham 39. Christopher C Graham
funds managed
19.7%
40 Matthew O’Hara 40. Matthew O’Hara
funds managed
19.7%
41 Ked Hogan 41. Ked Hogan
funds managed
19.3%
41 Andrew Ang 41. Andrew Ang
funds managed
19.3%
43 Amy Whitelaw 43. Amy Whitelaw
funds managed
19.1%
43 Alan Mason 43. Alan Mason
funds managed
19.1%
45 James Fetch 45. James Fetch
funds managed
19.1%
45 Robert Kea 45. Robert Kea
funds managed
19.1%
45 Robert Schoen 45. Robert Schoen
funds managed
19.1%
45 Jason Vaillancourt 45. Jason Vaillancourt
funds managed
19.1%
49 Andrew Corwin 49. Andrew Corwin
funds managed
18.7%
49 Jonathan Kreider 49. Jonathan Kreider
funds managed
18.7%
49 Jack Brown 49. Jack Brown
funds managed
18.7%
52 Wasif A. Latif 52. Wasif A. Latif
funds managed
18.5%
52 Brian Herscovici 52. Brian Herscovici
funds managed
18.5%
52 John P. Toohey 52. John P. Toohey
funds managed
18.5%
55 Brian L. Collins 55. Brian L. Collins
funds managed
18.3%
55 Paul C. Herbert 55. Paul C. Herbert
funds managed
18.3%
55 Linda M. Molenda 55. Linda M. Molenda
funds managed
18.3%
55 David G. Van Hooser 55. David G. Van Hooser
funds managed
18.3%
59 Adam Petryk 59. Adam Petryk
funds managed
18.1%
59 Thomas Picciochi 59. Thomas Picciochi
funds managed
18.1%
59 Ellen Tesler 59. Ellen Tesler
funds managed
18.1%
62 Tony Coffey 62. Tony Coffey
funds managed
17.9%
62 James Macey 62. James Macey
funds managed
17.9%
62 Thomas Nelson 62. Thomas Nelson
funds managed
17.9%
65 Mihir Worah 65. Mihir Worah
funds managed
17.3%
65 Graham Rennison 65. Graham Rennison
funds managed
17.3%
65 Rahul Devgon 65. Rahul Devgon
funds managed
17.3%
68 Scott Wilson 68. Scott Wilson
funds managed
16.3%
68 Radu Gabudean 68. Radu Gabudean
funds managed
16.3%
68 Richard Weiss 68. Richard Weiss
funds managed
16.3%
68 David MacEwen 68. David MacEwen
funds managed
16.3%
72 Christian A. Andreach 72. Christian A. Andreach
funds managed
16.1%
72 Marc Tommasi 72. Marc Tommasi
funds managed
16.1%
72 Ebrahim Busheri 72. Ebrahim Busheri
funds managed
16.1%
75 Patrick Ryan 75. Patrick Ryan
funds managed
16.0%
75 David Hottmann 75. David Hottmann
funds managed
16.0%
Managers with less than 12 months history are below. View 1 month performance
Alwi Chan Alwi Chan
funds managed
Michael Dowdall Michael Dowdall
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
Irina Pacheco Irina Pacheco
funds managed
Xavier Poutas Xavier Poutas
funds managed
Keith P. Robinette Keith P. Robinette
funds managed
Scott W Smith Scott W Smith
funds managed
Jeremy Stempien Jeremy Stempien
funds managed
Andrew Urban Andrew Urban
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Fidelity Strategic Advisers Mlt-Manager 2040 Fd
Managers
USD

22.8%

2.5

0%

2 TIAA-CREF Lifecycle 2040 Fund;Retirement
Managers
USD

22.7%

2.4

0%

3 Fidelity Freedom 2040 Fund
Managers
USD

22.4%

2.5

0%

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

22.2%

2.7

0%

5 John Hancock Multimanager 2040 Lifetime Ptf;1
Managers
USD

22.2%

2.4

0%

6 AllianzGI Retirement 2040 Fund;P
Managers
USD

22.1%

2.4

0%

7 T Rowe Price Retirement 2040 Fund
Managers
USD

22.0%

2.7

0%

8 Fidelity Advisor Freedom 2040 Fund;A
Managers
USD

21.5%

2.7

0%

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

21.5%

2.6

0%

10 JPMorgan SmartRetirement 2040 Fund;R5 USD

21.4%

2.6

0%

11 MainStay Retirement 2040 Fund;I
Managers
USD

21.2%

2.7

0%

12 KP Retirement Path 2040 Fund;Instl
Managers
USD

21.1%

2.2

0%

13 AB Multi-Manager Select 2040 Fund;A USD

21.0%

2.3

0%

13 BlackRock LifePath Dynamic 2040 Fund;Institutional
Managers
USD

21.0%

2.2

0%

15 Fidelity Freedom Index 2040 Fund;Investor
Managers
USD

21.0%

2.4

0%

15 Schwab Target 2040 Fund
Managers
USD

21.0%

2.3

0%

15 American Funds 2040 Target Date Retirement Fd;A USD

21.0%

2.8

0%

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

21.0%

2.4

0%

19 Wells Fargo Dynamic Target 2040 Fund;A
Managers
USD

20.9%

2.6

0%

20 BMO Target Retirement 2040;R-6
Managers
USD

20.8%

2.6

0%

20 Vanguard Institutional Target Retire 2040 Fd;Inst
Managers
USD

20.8%

2.3

0%

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

20.7%

2.4

0%

23 Vanguard Target Retirement 2040 Fund;Investor USD

20.7%

2.3

0%

24 Great-West Lifetime 2040 Fund;Investor
Managers
USD

20.5%

2.3

0%

25 Principal LifeTime 2040 Fund;Inst USD

20.5%

2.2

0%

26 Voya Target Retirement 2040 Fund;I
Managers
USD

20.4%

2.5

0%

27 JPMorgan SmartRetirement Blend 2040 Fund;R6 USD

20.3%

2.2

0%

28 MFS Lifetime 2040 Fund;R4
Managers
USD

20.2%

2.4

0%

29 Great-West SecureFoundation Lifetime 2040 Fund;Inv USD

20.2%

2.6

-0.1%

30 State Street Target Retirement 2040 Fund;K
Managers
USD

20.2%

2.2

0%

31 MassMutual RetireSMART 2040 Fund;Service
Managers
USD

19.9%

2.2

0%

32 Principal Lifetime Hybrid 2040 Fund;Institutional
Managers
USD

19.8%

2.2

0%

33 Nationwide Destination 2040 Fund;Institutional Svc
Managers
USD

19.7%

2.9

-0.1%

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

19.6%

2.3

0%

35 Schwab Target 2040 Index Fund
Managers
USD

19.5%

2.2

0%

36 BlackRock LifePath Index 2040 Fund;K
Managers
USD

19.4%

2.4

0%

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

19.3%

3.0

0%

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

19.2%

2.2

0%

39 Putnam RetirementReady 2040 Fund;A
Managers
USD

19.1%

2.3

0%

40 T Rowe Price Target 2040 Fund
Managers
USD

19.0%

2.6

0%

41 State Farm LifePath 2040 Fund;Premier
Managers
USD

18.9%

2.4

0%

42 USAA Target Retirement 2040 Fund
Managers
USD

18.5%

2.1

0%

43 Harbor Target Retirement 2040 Fund;Institutional
Managers
USD

18.3%

2.5

0%

44 Transamerica ClearTrack 2040;R1
Managers
USD

18.1%

2.3

0%

45 Franklin LifeSmart 2040 Retirement Target Fund;R6
Managers
USD

17.9%

2.6

0%

46 PIMCO RealPath Blend 2040 Fund;Inst
Managers
USD

17.8%

2.5

0%

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

16.9%

2.0

0%

48 PIMCO RealPath 2040 Fund;Institutional
Managers
USD

16.9%

2.4

0%

49 American Century One Choice 2040 Portfolio;I
Managers
USD

16.3%

2.0

0%

50 Manning & Napier Target 2040 Series;K
Managers
USD

16.1%

5.5

-1.7%

51 Goldman Sachs Target Date 2040 Portfolio;R6
Managers
USD

16.0%

1.9

0%

52 Invesco Balanced-Risk Retirement 2040 Fund;A USD

9.4%

5.7

-2.5%

Funds with less than 12 months history are below. View 1 month performance
1290 Retirement 2040 Fund;I
Managers
Fidelity Flex Freedom 2040 Fund
Managers
John Hancock II Retirement Income 2040 Fund;R6
Managers
Natixis Sustainable Future 2040 Fund;N
Managers
Prudential Day One 2040 Fund;R1
Managers
manager return
Mihir Worah Mihir Worah
funds managed
17.3%
James Fetch James Fetch
funds managed
19.1%
Robert Kea Robert Kea
funds managed
19.1%
Jason Vaillancourt Jason Vaillancourt
funds managed
19.1%
James W. Fennessey James W. Fennessey
funds managed
19.8%
Randy L. Welch Randy L. Welch
funds managed
19.8%
William Coleman William Coleman
funds managed
20.8%
Walter Nejman Walter Nejman
funds managed
20.8%
Scott Wilson Scott Wilson
funds managed
16.3%
Radu Gabudean Radu Gabudean
funds managed
16.3%
Richard Weiss Richard Weiss
funds managed
16.3%
David MacEwen David MacEwen
funds managed
16.3%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
20.2%
Zifan Tang Zifan Tang
funds managed
20.2%
John Cunniff John Cunniff
funds managed
21.8%
Hans Erickson Hans Erickson
funds managed
21.8%
Andrew Dierdorf Andrew Dierdorf
funds managed
22.0%
Brett Sumsion Brett Sumsion
funds managed
22.0%