rank manager return
1 Paul Pietranico 1. Paul Pietranico
funds managed
17.8%
1 Michael Stamos 1. Michael Stamos
funds managed
17.8%
1 Claudio Marsala 1. Claudio Marsala
funds managed
17.8%
1 Alistair Bates 1. Alistair Bates
funds managed
17.8%
5 Andrew Dierdorf 5. Andrew Dierdorf
funds managed
17.4%
5 Brett Sumsion 5. Brett Sumsion
funds managed
17.4%
7 Hans Erickson 7. Hans Erickson
funds managed
17.2%
7 John Cunniff 7. John Cunniff
funds managed
17.2%
9 Rob Balkema 9. Rob Balkema
funds managed
17.0%
9 Brian Meath 9. Brian Meath
funds managed
17.0%
11 Jerome Clark 11. Jerome Clark
funds managed
16.8%
11 Wyatt A. Lee 11. Wyatt A. Lee
funds managed
16.8%
13 Marcelle Daher 13. Marcelle Daher
funds managed
16.7%
13 Nathan Thooft 13. Nathan Thooft
funds managed
16.7%
13 Bob Boyda 13. Bob Boyda
funds managed
16.7%
16 Ivan Cliff 16. Ivan Cliff
funds managed
16.6%
16 Gregory Allen 16. Gregory Allen
funds managed
16.6%
18 Jon D. Adams 18. Jon D. Adams
funds managed
16.6%
19 Kandarp R. Acharya 19. Kandarp R. Acharya
funds managed
16.6%
19 Christian L. Chan 19. Christian L. Chan
funds managed
16.6%
19 Petros Bocray 19. Petros Bocray
funds managed
16.6%
22 William Coleman 22. William Coleman
funds managed
16.4%
22 Walter Nejman 22. Walter Nejman
funds managed
16.4%
24 Jonathan B. Swaney 24. Jonathan B. Swaney
funds managed
16.2%
24 Poul Kristensen 24. Poul Kristensen
funds managed
16.2%
24 Jae S. Yoon 24. Jae S. Yoon
funds managed
16.2%
24 Amit Soni 24. Amit Soni
funds managed
16.2%
28 Zifan Tang 28. Zifan Tang
funds managed
15.9%
29 Philip Green 29. Philip Green
funds managed
15.8%
30 Paul Zemsky 30. Paul Zemsky
funds managed
15.7%
30 Halvard Kvaale 30. Halvard Kvaale
funds managed
15.7%
30 Jody Hrazanek 30. Jody Hrazanek
funds managed
15.7%
33 Joseph Flaherty, Jr 33. Joseph Flaherty, Jr
funds managed
15.5%
34 Frederick Schulitz 34. Frederick Schulitz
funds managed
15.5%
34 Bruce Picard Jr. 34. Bruce Picard Jr.
funds managed
15.5%
36 Randy L. Welch 36. Randy L. Welch
funds managed
15.4%
36 James W. Fennessey 36. James W. Fennessey
funds managed
15.4%
36 Jeffrey R. Tyler 36. Jeffrey R. Tyler
funds managed
15.4%
39 Charles L. McGinn 39. Charles L. McGinn
funds managed
15.3%
39 Lisa Khatri 39. Lisa Khatri
funds managed
15.3%
41 Robert Schoen 41. Robert Schoen
funds managed
15.3%
41 Robert Kea 41. Robert Kea
funds managed
15.3%
41 Jason Vaillancourt 41. Jason Vaillancourt
funds managed
15.3%
41 James Fetch 41. James Fetch
funds managed
15.3%
45 Matthew O’Hara 45. Matthew O’Hara
funds managed
14.8%
46 Wasif A. Latif 46. Wasif A. Latif
funds managed
14.8%
46 John P. Toohey 46. John P. Toohey
funds managed
14.8%
46 Brian Herscovici 46. Brian Herscovici
funds managed
14.8%
49 Andrew Corwin 49. Andrew Corwin
funds managed
14.5%
49 Jack Brown 49. Jack Brown
funds managed
14.5%
49 Catherine Tocher 49. Catherine Tocher
funds managed
14.5%
49 Jonathan Kreider 49. Jonathan Kreider
funds managed
14.5%
53 Amy Whitelaw 53. Amy Whitelaw
funds managed
14.5%
53 Alan Mason 53. Alan Mason
funds managed
14.5%
55 Paul C. Herbert 55. Paul C. Herbert
funds managed
14.3%
55 David G. Van Hooser 55. David G. Van Hooser
funds managed
14.3%
55 Brian L. Collins 55. Brian L. Collins
funds managed
14.3%
55 Linda M. Molenda 55. Linda M. Molenda
funds managed
14.3%
59 Tony Coffey 59. Tony Coffey
funds managed
14.3%
59 Thomas Nelson 59. Thomas Nelson
funds managed
14.3%
59 James Macey 59. James Macey
funds managed
14.3%
62 Adam Petryk 62. Adam Petryk
funds managed
13.8%
62 Thomas Picciochi 62. Thomas Picciochi
funds managed
13.8%
62 Ellen Tesler 62. Ellen Tesler
funds managed
13.8%
65 Mihir Worah 65. Mihir Worah
funds managed
13.7%
65 Rahul Devgon 65. Rahul Devgon
funds managed
13.7%
65 Graham Rennison 65. Graham Rennison
funds managed
13.7%
68 Richard Weiss 68. Richard Weiss
funds managed
12.5%
68 Radu Gabudean 68. Radu Gabudean
funds managed
12.5%
68 David MacEwen 68. David MacEwen
funds managed
12.5%
68 Scott Wilson 68. Scott Wilson
funds managed
12.5%
72 Patrick Ryan 72. Patrick Ryan
funds managed
12.4%
72 David Hottmann 72. David Hottmann
funds managed
12.4%
74 Ebrahim Busheri 74. Ebrahim Busheri
funds managed
11.7%
74 Christian A. Andreach 74. Christian A. Andreach
funds managed
11.7%
74 Marc Tommasi 74. Marc Tommasi
funds managed
11.7%
Managers with less than 12 months history are below. View 1 month performance
Andrew Ang Andrew Ang
funds managed
Alwi Chan Alwi Chan
funds managed
Michael Dowdall Michael Dowdall
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
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

18.0%

4.3

-1.8%

2 TIAA-CREF Lifecycle 2040 Fund;Retirement
Managers
USD

18.0%

4.3

-1.9%

3 Fidelity Freedom 2040 Fund
Managers
USD

17.9%

4.4

-2.0%

4 AllianzGI Retirement 2040 Fund;P
Managers
USD

17.8%

4.1

-1.7%

5 John Hancock Multimanager 2040 Lifetime Ptf;1
Managers
USD

17.8%

4.2

-1.8%

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

17.7%

4.4

-1.8%

7 T Rowe Price Retirement 2040 Fund
Managers
USD

17.6%

4.3

-1.7%

8 AB Multi-Manager Select 2040 Fund;A USD

17.2%

4.0

-1.7%

9 Fidelity Advisor Freedom 2040 Fund;A
Managers
USD

17.1%

4.4

-1.9%

10 Russell 2040 Strategy Fund;S
Managers
USD

17.0%

4.0

-1.7%

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

17.0%

4.4

-1.9%

12 JPMorgan SmartRetirement 2040 Fund;R5 USD

16.7%

4.3

-1.8%

13 KP Retirement Path 2040 Fund;Instl
Managers
USD

16.6%

4.3

-2.0%

14 BMO Target Retirement 2040;R-6
Managers
USD

16.6%

4.3

-1.9%

15 Wells Fargo Dynamic Target 2040 Fund;A
Managers
USD

16.6%

4.4

-2.0%

16 American Funds 2040 Target Date Retirement Fd;A USD

16.5%

4.4

-1.8%

17 Schwab Target 2040 Fund
Managers
USD

16.5%

4.5

-2.3%

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

16.4%

4.2

-2.0%

18 Fidelity Freedom Index 2040 Fund;Investor
Managers
USD

16.4%

4.3

-1.9%

20 Vanguard Institutional Target Retire 2040 Fd;Inst
Managers
USD

16.4%

4.1

-1.9%

21 Vanguard Target Retirement 2040 Fund;Investor USD

16.3%

4.1

-1.9%

22 MainStay Retirement 2040 Fund;I
Managers
USD

16.2%

4.5

-2.1%

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

16.0%

3.8

-1.6%

24 Principal LifeTime 2040 Fund;Inst USD

15.8%

4.2

-2.0%

25 BlackRock LifePath Dynamic 2040 Fund;Institutional
Managers
USD

15.8%

4.5

-2.4%

26 Great-West SecureFoundation Lifetime 2040 Fund;Inv USD

15.8%

4.4

-2.0%

27 Great-West Lifetime 2040 Fund;Investor
Managers
USD

15.8%

4.4

-2.2%

28 JPMorgan SmartRetirement Blend 2040 Fund;R6 USD

15.8%

4.2

-2.1%

29 Voya Target Retirement 2040 Fund;I
Managers
USD

15.7%

4.5

-2.2%

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

15.5%

3.9

-1.7%

31 MFS Lifetime 2040 Fund;R4
Managers
USD

15.5%

4.2

-2.0%

32 MassMutual RetireSMART 2040 Fund;Service
Managers
USD

15.5%

4.2

-2.1%

33 Schwab Target 2040 Index Fund
Managers
USD

15.4%

4.1

-1.9%

34 State Street Target Retirement 2040 Fund;K
Managers
USD

15.3%

4.5

-2.4%

34 Principal Lifetime Hybrid 2040 Fund;Institutional
Managers
USD

15.3%

4.3

-2.2%

36 Putnam RetirementReady 2040 Fund;A
Managers
USD

15.3%

3.8

-1.6%

37 T Rowe Price Target 2040 Fund
Managers
USD

15.2%

4.0

-1.6%

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

15.1%

3.8

-1.7%

39 Nationwide Destination 2040 Fund;Institutional Svc
Managers
USD

15.1%

4.7

-2.2%

40 USAA Target Retirement 2040 Fund
Managers
USD

14.8%

3.5

-1.4%

41 BlackRock LifePath Index 2040 Fund;K
Managers
USD

14.6%

4.6

-2.4%

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

14.5%

5.0

-2.4%

43 Harbor Target Retirement 2040 Fund;Institutional
Managers
USD

14.3%

4.2

-2.0%

44 Franklin LifeSmart 2040 Retirement Target Fund;R6
Managers
USD

14.3%

3.9

-1.6%

45 State Farm LifePath 2040 Fund;Premier
Managers
USD

14.2%

4.5

-2.4%

46 PIMCO RealPath Blend 2040 Fund;Inst
Managers
USD

14.0%

3.9

-1.7%

47 Transamerica ClearTrack 2040;R1
Managers
USD

13.8%

4.2

-2.2%

48 PIMCO RealPath 2040 Fund;Institutional
Managers
USD

13.3%

3.8

-1.6%

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

13.2%

3.7

-1.8%

50 American Century One Choice 2040 Portfolio;I
Managers
USD

12.5%

3.7

-1.8%

51 Goldman Sachs Target Date 2040 Portfolio;R6
Managers
USD

12.4%

3.3

-1.5%

52 Manning & Napier Target 2040 Series;K
Managers
USD

11.7%

6.6

-4.0%

53 Invesco Balanced-Risk Retirement 2040 Fund;A USD

4.1%

5.8

-2.8%

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
Richard Weiss Richard Weiss
funds managed
12.5%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
15.5%
Radu Gabudean Radu Gabudean
funds managed
12.5%
Andrew Dierdorf Andrew Dierdorf
funds managed
17.4%
Mihir Worah Mihir Worah
funds managed
13.7%
Amy Whitelaw Amy Whitelaw
funds managed
14.5%
Hans Erickson Hans Erickson
funds managed
17.2%
John Cunniff John Cunniff
funds managed
17.2%
Paul Pietranico Paul Pietranico
funds managed
17.8%
David MacEwen David MacEwen
funds managed
12.5%
Scott Wilson Scott Wilson
funds managed
12.5%
Zifan Tang Zifan Tang
funds managed
15.9%
Robert Kea Robert Kea
funds managed
15.3%
Jason Vaillancourt Jason Vaillancourt
funds managed
15.3%
Brett Sumsion Brett Sumsion
funds managed
17.4%
James Fetch James Fetch
funds managed
15.3%
Alan Mason Alan Mason
funds managed
14.5%
William Coleman William Coleman
funds managed
16.4%
Walter Nejman Walter Nejman
funds managed
16.4%
Jeffrey R. Tyler Jeffrey R. Tyler
funds managed
15.4%