;
rank manager return
1 Andrew Dierdorf 1. Andrew Dierdorf
funds managed
16.1%
1 Brett Sumsion 1. Brett Sumsion
funds managed
16.1%
3 John Cunniff 3. John Cunniff
funds managed
15.7%
3 Hans Erickson 3. Hans Erickson
funds managed
15.7%
5 Brian Meath 5. Brian Meath
funds managed
15.6%
6 Jerome Clark 6. Jerome Clark
funds managed
15.5%
6 Wyatt A. Lee 6. Wyatt A. Lee
funds managed
15.5%
8 Jon D. Adams 8. Jon D. Adams
funds managed
15.4%
8 Lowell Yura 8. Lowell Yura
funds managed
15.4%
10 Nathan Thooft 10. Nathan Thooft
funds managed
15.3%
10 Marcelle Daher 10. Marcelle Daher
funds managed
15.3%
10 Bob Boyda 10. Bob Boyda
funds managed
15.3%
13 Poul Kristensen 13. Poul Kristensen
funds managed
14.8%
13 Jae S. Yoon 13. Jae S. Yoon
funds managed
14.8%
13 Jonathan B. Swaney 13. Jonathan B. Swaney
funds managed
14.8%
13 Amit Soni 13. Amit Soni
funds managed
14.8%
17 Zifan Tang 17. Zifan Tang
funds managed
14.7%
18 Thomas R. Hickey Jr 18. Thomas R. Hickey Jr
funds managed
14.7%
19 William Coleman 19. William Coleman
funds managed
14.7%
19 Ivan Cliff 19. Ivan Cliff
funds managed
14.7%
19 Gregory Allen 19. Gregory Allen
funds managed
14.7%
19 Walter Nejman 19. Walter Nejman
funds managed
14.7%
23 Philip Green 23. Philip Green
funds managed
14.5%
24 Claudio Marsala 24. Claudio Marsala
funds managed
14.5%
24 Paul Pietranico 24. Paul Pietranico
funds managed
14.5%
26 Kandarp R. Acharya 26. Kandarp R. Acharya
funds managed
14.4%
26 Christian L. Chan 26. Christian L. Chan
funds managed
14.4%
28 Paul Zemsky 28. Paul Zemsky
funds managed
14.2%
28 Halvard Kvaale 28. Halvard Kvaale
funds managed
14.2%
28 Jody Hrazanek 28. Jody Hrazanek
funds managed
14.2%
31 John P. Toohey 31. John P. Toohey
funds managed
14.1%
31 Wasif A. Latif 31. Wasif A. Latif
funds managed
14.1%
31 Brian Herscovici 31. Brian Herscovici
funds managed
14.1%
34 Joseph Flaherty, Jr 34. Joseph Flaherty, Jr
funds managed
14.1%
35 Robert Schoen 35. Robert Schoen
funds managed
13.8%
35 Jason Vaillancourt 35. Jason Vaillancourt
funds managed
13.8%
35 James Fetch 35. James Fetch
funds managed
13.8%
35 Robert Kea 35. Robert Kea
funds managed
13.8%
35 Jonathan Kreider 35. Jonathan Kreider
funds managed
13.8%
35 Andrew Corwin 35. Andrew Corwin
funds managed
13.8%
35 Catherine Tocher 35. Catherine Tocher
funds managed
13.8%
35 Jack Brown 35. Jack Brown
funds managed
13.8%
43 Charles L. McGinn 43. Charles L. McGinn
funds managed
13.7%
43 Lisa Khatri 43. Lisa Khatri
funds managed
13.7%
45 Frederick Schulitz 45. Frederick Schulitz
funds managed
13.5%
45 Bruce Picard Jr. 45. Bruce Picard Jr.
funds managed
13.5%
47 Paul C. Herbert 47. Paul C. Herbert
funds managed
13.4%
47 Brian L. Collins 47. Brian L. Collins
funds managed
13.4%
47 David G. Van Hooser 47. David G. Van Hooser
funds managed
13.4%
47 Linda M. Molenda 47. Linda M. Molenda
funds managed
13.4%
51 Mihir Worah 51. Mihir Worah
funds managed
13.2%
51 Graham Rennison 51. Graham Rennison
funds managed
13.2%
51 Rahul Devgon 51. Rahul Devgon
funds managed
13.2%
54 James W. Fennessey 54. James W. Fennessey
funds managed
13.1%
54 Randy L. Welch 54. Randy L. Welch
funds managed
13.1%
54 Jeffrey R. Tyler 54. Jeffrey R. Tyler
funds managed
13.1%
57 Ellen Tesler 57. Ellen Tesler
funds managed
12.8%
57 Thomas Picciochi 57. Thomas Picciochi
funds managed
12.8%
59 Alan Mason 59. Alan Mason
funds managed
12.7%
59 Amy Whitelaw 59. Amy Whitelaw
funds managed
12.7%
61 Matthew Annenberg 61. Matthew Annenberg
funds managed
12.6%
62 Tony Coffey 62. Tony Coffey
funds managed
11.7%
62 Thomas Nelson 62. Thomas Nelson
funds managed
11.7%
62 James Macey 62. James Macey
funds managed
11.7%
65 Patrick Ryan 65. Patrick Ryan
funds managed
11.6%
65 David Hottmann 65. David Hottmann
funds managed
11.6%
67 Ebrahim Busheri 67. Ebrahim Busheri
funds managed
10.8%
67 Christian A. Andreach 67. Christian A. Andreach
funds managed
10.8%
67 Jeffrey A. Herrmann 67. Jeffrey A. Herrmann
funds managed
10.8%
67 Marc Tommasi 67. Marc Tommasi
funds managed
10.8%
Managers with less than 12 months history are below. View 1 month performance
Andrew Ang Andrew Ang
funds managed
Rob Balkema Rob Balkema
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
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
Adam Petryk Adam Petryk
funds managed
Michael Stamos Michael Stamos
funds managed
Jeremy Stempien Jeremy Stempien
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Fidelity Freedom K 2040 Fund
Managers
USD

16.7%

5.4

-1.9%

2 Fidelity Freedom 2040 Fund
Managers
USD

16.6%

5.5

-2.0%

3 Fidelity Strategic Advisers Mlt-Manager 2040 Fd
Managers
USD

16.5%

5.2

-1.8%

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

16.2%

5.4

-1.8%

5 T Rowe Price Retirement 2040 Fund
Managers
USD

16.1%

5.4

-1.7%

6 John Hancock Multimanager 2040 Lifetime Ptf;1
Managers
USD

16.0%

5.1

-1.8%

7 Fidelity Advisor Freedom 2040 Fund;A
Managers
USD

15.9%

5.4

-1.9%

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

15.8%

5.0

-1.9%

9 TIAA-CREF Lifecycle 2040 Fund;Retirement
Managers
USD

15.7%

5.4

-1.9%

10 Russell 2040 Strategy Fund;S
Managers
USD

15.6%

4.8

-1.7%

11 BMO Target Retirement 2040;R-6
Managers
USD

15.4%

5.4

-1.9%

12 Schwab Target 2040 Fund
Managers
USD

15.3%

5.6

-2.3%

13 TIAA-CREF Lifecycle Index 2040 Fund;Institutional USD

15.1%

5.0

-2.0%

14 Fidelity Freedom Index 2040 Fund;Investor
Managers
USD

15.0%

4.9

-1.9%

15 Great-West Lifetime 2040 Fund;Investor
Managers
USD

15.0%

5.1

-2.2%

16 MainStay Retirement 2040 Fund;I
Managers
USD

14.8%

5.8

-2.1%

17 Great-West SecureFoundation Lifetime 2040 Fund;Inv USD

14.7%

5.0

-2.0%

18 Nationwide Destination 2040 Fund;Institutional Svc
Managers
USD

14.7%

5.3

-2.2%

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

14.7%

4.8

-1.6%

20 KP Retirement Path 2040 Fund;Instl
Managers
USD

14.7%

5.4

-2.0%

20 Vanguard Institutional Target Retire 2040 Fd;Inst
Managers
USD

14.7%

5.0

-1.9%

22 JPMorgan SmartRetirement Blend 2040 Fund;R6 USD

14.6%

4.9

-2.1%

23 Vanguard Target Retirement 2040 Fund;Investor USD

14.6%

4.9

-1.9%

24 AllianzGI Retirement 2040 Fund;P
Managers
USD

14.5%

4.9

-1.7%

25 JPMorgan SmartRetirement 2040 Fund;R5 USD

14.5%

5.0

-1.8%

26 American Funds 2040 Target Date Retirement Fd;A USD

14.4%

4.7

-1.8%

27 Wells Fargo Dynamic Target 2040 Fund;A
Managers
USD

14.4%

5.4

-2.0%

28 AB Multi-Manager Select 2040 Fund;A USD

14.3%

4.7

-1.7%

29 T Rowe Price Target 2040 Fund
Managers
USD

14.2%

4.8

-1.6%

30 Voya Target Retirement 2040 Fund;I
Managers
USD

14.2%

5.2

-2.2%

31 USAA Target Retirement 2040 Fund
Managers
USD

14.1%

4.4

-1.4%

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

14.1%

4.4

-1.7%

33 MFS Lifetime 2040 Fund;R4
Managers
USD

14.1%

4.8

-2.0%

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

14.0%

5.7

-2.4%

35 Putnam RetirementReady 2040 Fund;A
Managers
USD

13.8%

4.9

-1.6%

36 State Street Target Retirement 2040 Fund;K
Managers
USD

13.7%

5.2

-2.4%

37 PIMCO RealPath 2040 Fund;Institutional
Managers
USD

13.6%

4.7

-1.6%

38 Principal Lifetime Hybrid 2040 Fund;Institutional
Managers
USD

13.6%

5.0

-2.2%

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

13.6%

4.8

-1.7%

40 MassMutual RetireSMART 2040 Fund;Service
Managers
USD

13.5%

5.1

-2.1%

41 Harbor Target Retirement 2040 Fund;Institutional
Managers
USD

13.4%

4.8

-2.0%

42 BlackRock LifePath Dynamic 2040 Fund;Institutional
Managers
USD

13.3%

5.6

-2.4%

43 BlackRock LifePath Index 2040 Fund;K USD

13.2%

5.3

-2.4%

44 State Farm LifePath 2040 Fund;Premier
Managers
USD

12.9%

5.3

-2.4%

45 Transamerica ClearTrack 2040;R1
Managers
USD

12.8%

4.9

-2.2%

46 PIMCO RealPath Blend 2040 Fund;A
Managers
USD

12.7%

4.6

-1.8%

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

12.6%

4.3

-1.8%

47 Principal LifeTime 2040 Fund;Inst
Managers
USD

12.6%

5.0

-2.0%

49 American Century One Choice 2040 Portfolio;I USD

12.2%

4.4

-1.8%

50 Franklin LifeSmart 2040 Retirement Target Fund;R6
Managers
USD

11.7%

4.7

-1.6%

51 Goldman Sachs Target Date 2040 Portfolio;R6
Managers
USD

11.6%

4.0

-1.5%

52 PNC Target 2040 Fund;I USD

11.5%

4.3

-2.2%

53 Manning & Napier Target 2040 Series;K
Managers
USD

10.8%

7.1

-4.0%

54 Invesco Balanced-Risk Retirement 2040 Fund;A USD

10.7%

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
Jerome Clark Jerome Clark
funds managed
15.5%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
14.1%
Philip Green Philip Green
funds managed
14.5%
Mihir Worah Mihir Worah
funds managed
13.2%
John Cunniff John Cunniff
funds managed
15.7%
Hans Erickson Hans Erickson
funds managed
15.7%
Paul Pietranico Paul Pietranico
funds managed
14.5%
Andrew Dierdorf Andrew Dierdorf
funds managed
16.1%
Alan Mason Alan Mason
funds managed
12.7%
John P. Toohey John P. Toohey
funds managed
14.1%
Kandarp R. Acharya Kandarp R. Acharya
funds managed
14.4%
Christian L. Chan Christian L. Chan
funds managed
14.4%
Brett Sumsion Brett Sumsion
funds managed
16.1%
Jason Vaillancourt Jason Vaillancourt
funds managed
13.8%
Wasif A. Latif Wasif A. Latif
funds managed
14.1%
Zifan Tang Zifan Tang
funds managed
14.7%
Paul C. Herbert Paul C. Herbert
funds managed
13.4%
Paul Zemsky Paul Zemsky
funds managed
14.2%
Halvard Kvaale Halvard Kvaale
funds managed
14.2%
Brian L. Collins Brian L. Collins
funds managed
13.4%
David G. Van Hooser David G. Van Hooser
funds managed
13.4%
Linda M. Molenda Linda M. Molenda
funds managed
13.4%
William Coleman William Coleman
funds managed
14.7%
James Fetch James Fetch
funds managed
13.8%
Robert Kea Robert Kea
funds managed
13.8%
Walter Nejman Walter Nejman
funds managed
14.7%
Managers with less than 12 months history are below. View 1 month performance
Joel M. Kallman Joel M. Kallman
funds managed
Ted Lockwood Ted Lockwood
funds managed