rank manager return
1 Thomas G. Plumb 1. Thomas G. Plumb
funds managed
17.0%
2 G. Kenneth Heebner 2. G. Kenneth Heebner
funds managed
14.2%
3 Kevin Miller 3. Kevin Miller
funds managed
14.2%
4 Edward J Tostanoski 4. Edward J Tostanoski
funds managed
14.2%
4 Raymond Chan 4. Raymond Chan
funds managed
14.2%
4 Christopher Lvoff 4. Christopher Lvoff
funds managed
14.2%
7 Charles M. Shriver 7. Charles M. Shriver
funds managed
13.8%
8 John Cunniff 8. John Cunniff
funds managed
13.8%
8 Hans Erickson 8. Hans Erickson
funds managed
13.8%
10 Jeffrey Knight 10. Jeffrey Knight
funds managed
13.5%
10 Anwiti Bahuguna 10. Anwiti Bahuguna
funds managed
13.5%
10 Daniel Boncarosky 10. Daniel Boncarosky
funds managed
13.5%
10 Joshua B. Kutin 10. Joshua B. Kutin
funds managed
13.5%
14 Joseph Flaherty, Jr 14. Joseph Flaherty, Jr
funds managed
13.1%
15 Tim Bray 15. Tim Bray
funds managed
12.8%
15 Matt L. Peden 15. Matt L. Peden
funds managed
12.8%
15 Robert J. Benson 15. Robert J. Benson
funds managed
12.8%
18 Kevin Nicholson 18. Kevin Nicholson
funds managed
12.7%
18 Michael Jones 18. Michael Jones
funds managed
12.7%
20 Enrique Chang 20. Enrique Chang
funds managed
12.5%
20 Ashwin G. Alankar 20. Ashwin G. Alankar
funds managed
12.5%
22 Walter Nejman 22. Walter Nejman
funds managed
12.3%
22 William Coleman 22. William Coleman
funds managed
12.3%
24 Robert Schoen 24. Robert Schoen
funds managed
12.3%
24 Jason Vaillancourt 24. Jason Vaillancourt
funds managed
12.3%
24 James Fetch 24. James Fetch
funds managed
12.3%
27 Harley Lank 27. Harley Lank
funds managed
12.3%
27 Michael Plage 27. Michael Plage
funds managed
12.3%
27 Ramin Arani 27. Ramin Arani
funds managed
12.3%
30 Geoff Stein 30. Geoff Stein
funds managed
12.2%
31 Roger J. Sit 31. Roger J. Sit
funds managed
12.1%
31 Ronald D. Sit 31. Ronald D. Sit
funds managed
12.1%
31 Bryce A. Doty 31. Bryce A. Doty
funds managed
12.1%
34 Thomas Nelson 34. Thomas Nelson
funds managed
12.0%
35 Cynthia P. Prince-Fox 35. Cynthia P. Prince-Fox
funds managed
12.0%
35 Chace Brundige 35. Chace Brundige
funds managed
12.0%
35 Aaron Young 35. Aaron Young
funds managed
12.0%
38 Ronald T. Bates 38. Ronald T. Bates
funds managed
12.0%
38 Aimee M. Eudy 38. Aimee M. Eudy
funds managed
12.0%
40 Mark Hamilton 40. Mark Hamilton
funds managed
11.9%
40 Dokyoung Lee 40. Dokyoung Lee
funds managed
11.9%
40 Caleb Wong 40. Caleb Wong
funds managed
11.9%
43 Nathan Thooft 43. Nathan Thooft
funds managed
11.8%
43 Bob Boyda 43. Bob Boyda
funds managed
11.8%
45 Philip Blancato 45. Philip Blancato
funds managed
11.4%
46 Nicole Goldberger 46. Nicole Goldberger
funds managed
11.2%
46 Michael Schoenhaut 46. Michael Schoenhaut
funds managed
11.2%
46 John Speer 46. John Speer
funds managed
11.2%
49 Stephen Lingard 49. Stephen Lingard
funds managed
11.2%
49 John Levy 49. John Levy
funds managed
11.2%
51 Stephen E. Grant 51. Stephen E. Grant
funds managed
11.1%
51 Jeffrey Geffen 51. Jeffrey Geffen
funds managed
11.1%
51 Liane Rosenberg 51. Liane Rosenberg
funds managed
11.1%
54 Benjamin Bailey 54. Benjamin Bailey
funds managed
10.9%
54 Delmar King 54. Delmar King
funds managed
10.9%
56 James C. Willis 56. James C. Willis
funds managed
10.9%
56 Jeffrey J. Schappe 56. Jeffrey J. Schappe
funds managed
10.9%
56 Kevin J. Stoll 56. Kevin J. Stoll
funds managed
10.9%
59 Christopher C. Davis 59. Christopher C. Davis
funds managed
10.8%
59 Creston King 59. Creston King
funds managed
10.8%
59 Peter Sackmann 59. Peter Sackmann
funds managed
10.8%
62 Derek B. Bloom 62. Derek B. Bloom
funds managed
10.7%
62 Keith B. Hembre 62. Keith B. Hembre
funds managed
10.7%
64 Allison Mortensen 64. Allison Mortensen
funds managed
10.7%
64 Vernon J. Meyer 64. Vernon J. Meyer
funds managed
10.7%
66 Domenic Colasacco 66. Domenic Colasacco
funds managed
10.7%
67 Alfred T. Murata 67. Alfred T. Murata
funds managed
10.7%
67 Robert Arnott 67. Robert Arnott
funds managed
10.7%
67 Daniel Ivascyn 67. Daniel Ivascyn
funds managed
10.7%
67 Christopher Brightman 67. Christopher Brightman
funds managed
10.7%
71 Ted Lockwood 71. Ted Lockwood
funds managed
10.6%
71 Joel M. Kallman 71. Joel M. Kallman
funds managed
10.6%
71 Peter Vaiciunas 71. Peter Vaiciunas
funds managed
10.6%
74 Darren M Bagwell 74. Darren M Bagwell
funds managed
10.6%
74 Stephen D Lowe 74. Stephen D Lowe
funds managed
10.6%
74 Mark L Simenstad 74. Mark L Simenstad
funds managed
10.6%
74 David C Francis 74. David C Francis
funds managed
10.6%
78 Justin H Bourgette 78. Justin H Bourgette
funds managed
10.3%
78 Dan R Strelow 78. Dan R Strelow
funds managed
10.3%
80 Wasif A. Latif 80. Wasif A. Latif
funds managed
10.2%
80 Arnold J. Espe 80. Arnold J. Espe
funds managed
10.2%
80 Lance Humphrey 80. Lance Humphrey
funds managed
10.2%
83 Lamar G. Villere 83. Lamar G. Villere
funds managed
10.1%
83 Denis J. Villere III 83. Denis J. Villere III
funds managed
10.1%
83 George V. Young 83. George V. Young
funds managed
10.1%
86 William H. Apfel 86. William H. Apfel
funds managed
10.0%
87 David Giroux 87. David Giroux
funds managed
10.0%
87 Sheldon P. McFarland 87. Sheldon P. McFarland
funds managed
10.0%
87 Matt Carvalho 87. Matt Carvalho
funds managed
10.0%
90 Nathan Palmer 90. Nathan Palmer
funds managed
9.9%
90 Anthony Wicklund 90. Anthony Wicklund
funds managed
9.9%
92 Adam Petryk 92. Adam Petryk
funds managed
9.8%
92 Dan McNeela 92. Dan McNeela
funds managed
9.8%
92 Thomas Picciochi 92. Thomas Picciochi
funds managed
9.8%
92 Ellen Tesler 92. Ellen Tesler
funds managed
9.8%
92 Michael Stout 92. Michael Stout
funds managed
9.8%
97 Daniel Manion 97. Daniel Manion
funds managed
9.8%
98 Christian L. Chan 98. Christian L. Chan
funds managed
9.7%
98 Kandarp R. Acharya 98. Kandarp R. Acharya
funds managed
9.7%
98 Petros Bocray 98. Petros Bocray
funds managed
9.7%
101 Vishal Khanduja 101. Vishal Khanduja
funds managed
9.7%
102 Nathan J. Rowader 102. Nathan J. Rowader
funds managed
9.7%
103 Poul Kristensen 103. Poul Kristensen
funds managed
9.7%
103 Jonathan B. Swaney 103. Jonathan B. Swaney
funds managed
9.7%
103 Jae S. Yoon 103. Jae S. Yoon
funds managed
9.7%
103 Amit Soni 103. Amit Soni
funds managed
9.7%
107 Margaret Patel 107. Margaret Patel
funds managed
9.7%
108 Duy Nguyen 108. Duy Nguyen
funds managed
9.6%
108 Jacob Borbidge 108. Jacob Borbidge
funds managed
9.6%
110 Ronald E. Canakaris 110. Ronald E. Canakaris
funds managed
9.4%
110 Helen M. Donahue 110. Helen M. Donahue
funds managed
9.4%
112 John P. Toohey 112. John P. Toohey
funds managed
9.4%
113 Adam H. Illfelder 113. Adam H. Illfelder
funds managed
9.3%
114 Karen H. Grimes 114. Karen H. Grimes
funds managed
9.3%
115 Jon D. Adams 115. Jon D. Adams
funds managed
9.1%
115 Michael Dowdall 115. Michael Dowdall
funds managed
9.1%
117 Douglas A. Loeffler 117. Douglas A. Loeffler
funds managed
9.1%
118 Michael E. Stack 118. Michael E. Stack
funds managed
8.9%
119 Todd Jablonski 119. Todd Jablonski
funds managed
8.9%
119 Charlie D. Averill 119. Charlie D. Averill
funds managed
8.9%
121 Loren L. Moran 121. Loren L. Moran
funds managed
8.9%
122 Edward P. Bousa 122. Edward P. Bousa
funds managed
8.8%
123 Rob Balkema 123. Rob Balkema
funds managed
8.7%
123 Brian Meath 123. Brian Meath
funds managed
8.7%
125 John Keogh 125. John Keogh
funds managed
8.7%
126 Charles Gaffney 126. Charles Gaffney
funds managed
8.6%
127 Brian Ellis 127. Brian Ellis
funds managed
8.6%
128 Ronald Horner 128. Ronald Horner
funds managed
8.5%
128 Kurt Spieler 128. Kurt Spieler
funds managed
8.5%
128 Charles Lauber 128. Charles Lauber
funds managed
8.5%
131 Stephen Dolce 131. Stephen Dolce
funds managed
8.4%
132 Tony Coffey 132. Tony Coffey
funds managed
8.2%
133 J. Luther King Jr. 133. J. Luther King Jr.
funds managed
8.2%
133 Mark Johnson 133. Mark Johnson
funds managed
8.2%
133 Scot C. Hollmann 133. Scot C. Hollmann
funds managed
8.2%
136 Mathew Patsky 136. Mathew Patsky
funds managed
8.1%
136 Cheryl Smith 136. Cheryl Smith
funds managed
8.1%
136 Stephanie Leighton 136. Stephanie Leighton
funds managed
8.1%
139 John T. Bruce 139. John T. Bruce
funds managed
7.9%
140 Ryan Schneck 140. Ryan Schneck
funds managed
7.9%
140 James Smigiel 140. James Smigiel
funds managed
7.9%
140 Bryan Hoffman 140. Bryan Hoffman
funds managed
7.9%
143 Lisa A. Welch 143. Lisa A. Welch
funds managed
7.2%
143 Jeffrey N. Given 143. Jeffrey N. Given
funds managed
7.2%
143 Michael J Scanlon, Jr 143. Michael J Scanlon, Jr
funds managed
7.2%
146 J. Cannon Carr Jr 146. J. Cannon Carr Jr
funds managed
7.2%
146 Thomas E. Quinn 146. Thomas E. Quinn
funds managed
7.2%
146 Jeffrey P. Moeller 146. Jeffrey P. Moeller
funds managed
7.2%
149 Robert A. Lee 149. Robert A. Lee
funds managed
6.8%
149 Giulio Martin 149. Giulio Martin
funds managed
6.8%
151 Matthew A. Hekman 151. Matthew A. Hekman
funds managed
6.4%
152 David Ellwood 152. David Ellwood
funds managed
6.4%
152 Steven Kellas 152. Steven Kellas
funds managed
6.4%
152 Scott Love 152. Scott Love
funds managed
6.4%
155 Zoe Brunson 155. Zoe Brunson
funds managed
6.4%
155 Jerry Chafkin 155. Jerry Chafkin
funds managed
6.4%
155 Gary Cox 155. Gary Cox
funds managed
6.4%
158 Charles Suh 158. Charles Suh
funds managed
5.4%
158 Jingjing Yan 158. Jingjing Yan
funds managed
5.4%
160 Jarrett Perez 160. Jarrett Perez
funds managed
4.7%
160 Blake Todd 160. Blake Todd
funds managed
4.7%
162 Ronald L. Kaliebe 162. Ronald L. Kaliebe
funds managed
4.6%
162 Kevin V. Earley 162. Kevin V. Earley
funds managed
4.6%
164 Michael Holland 164. Michael Holland
funds managed
4.2%
165 Brian A. Krawez 165. Brian A. Krawez
funds managed
4.2%
166 John Hakopian 166. John Hakopian
funds managed
2.6%
166 Jim Garrison 166. Jim Garrison
funds managed
2.6%
166 Eric Speron 166. Eric Speron
funds managed
2.6%
169 David Jajewski 169. David Jajewski
funds managed
2.0%
169 John Williamson 169. John Williamson
funds managed
2.0%
171 Sean Gallagher 171. Sean Gallagher
funds managed
0.4%
171 John Arege 171. John Arege
funds managed
0.4%
171 Deyson Scott 171. Deyson Scott
funds managed
0.4%
171 Karen Guyadeen-Gosine 171. Karen Guyadeen-Gosine
funds managed
0.4%
Managers with less than 12 months history are below. View 1 month performance
Peter Batchelar Peter Batchelar
funds managed
David L. Hintz David L. Hintz
funds managed
Nataliya Kofman Nataliya Kofman
funds managed
John McLaughlin John McLaughlin
funds managed
Devakumaran Meenakshisundaram Devakumaran Meenakshisundaram
funds managed
Rick Perry Rick Perry
funds managed
Timothy J. Policinski Timothy J. Policinski
funds managed
Bill Ryder Bill Ryder
funds managed
Robert Sykes Robert Sykes
funds managed
Gregory L. Tornga Gregory L. Tornga
funds managed
Paul Tryon Paul Tryon
funds managed
Thomas Wagner Thomas Wagner
funds managed
James E Wilhelm Jr. James E Wilhelm Jr.
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Wisconsin Plumb Balanced Fund
Managers
USD

17.0%

6.4

-3.1%

2 Fidelity Global Balanced Fund USD

16.8%

6.8

-3.0%

3 T Rowe Price Personal Strategy Growth Fund
Managers
USD

15.6%

6.7

-3.9%

4 Columbia Capital Allocation Aggressive Port;A
Managers
USD

14.7%

7.4

-5.3%

5 Janus Henderson Global Allocation Fund - Growth;D
Managers
USD

14.3%

6.1

-3.6%

6 CGM Mutual Fund
Managers
USD

14.2%

8.0

-4.6%

7 E-Valuator Growth RMS Fund;Service
Managers
USD

14.2%

7.1

-4.4%

8 Goldman Sachs Growth Strategy Portfolio;Inst
Managers
USD

14.2%

7.8

-5.2%

9 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

13.8%

6.7

-4.6%

10 InvestEd Growth Portfolio;A
Managers
USD

13.6%

6.4

-4.2%

11 MFS Growth Allocation Fund;A
Managers
USD

13.1%

6.0

-3.6%

12 American Century One Choice Port Aggressive;Inv USD

12.9%

6.7

-4.3%

13 American Century Strat Alloc Aggressive Fund;Inv USD

12.9%

6.6

-4.3%

14 Hartford Growth Allocation Fund;A
Managers
USD

12.9%

6.5

-4.0%

15 Franklin Growth Allocation Fund;A
Managers
USD

12.8%

6.3

-3.9%

16 GuideStone Growth Allocation Fund;Inv
Managers
USD

12.8%

6.7

-4.3%

17 RiverFront Global Allocation Fund;I
Managers
USD

12.7%

7.0

-4.7%

18 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

12.6%

6.4

-4.2%

19 Vanguard STAR Fund;Investor
Managers
USD

12.3%

5.4

-3.6%

20 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

12.3%

6.9

-5.3%

21 Fidelity Puritan Fund
Managers
USD

12.3%

6.3

-4.4%

22 Columbia Capital Allocation Moderate Aggr Port;I
Managers
USD

12.3%

6.1

-4.3%

23 Ladenburg Aggressive Growth Fund;I
Managers
USD

12.2%

6.8

-4.8%

24 Fidelity Asset Manager 70%
Managers
USD

12.2%

6.0

-4.0%

25 Sit Balanced Fund
Managers
USD

12.1%

5.2

-3.1%

26 State Farm Equity & Bond Fund;Premier USD

12.1%

5.0

-2.8%

27 T Rowe Price Balanced Fund
Managers
USD

12.0%

5.7

-3.6%

28 American Funds Growth & Income Portfolio;A USD

12.0%

7.1

-5.0%

29 1919 Socially Responsive Balanced Fund;B
Managers
USD

12.0%

5.9

-3.5%

30 Oppenheimer Active Allocation Fund;A
Managers
USD

11.9%

6.7

-4.8%

31 SEI Aggressive Strategy Fund;F
Managers
USD

11.9%

6.3

-4.4%

32 BNY Mellon Asset Allocation Fund;M USD

11.8%

5.7

-3.8%

33 Federated MDT Balanced;Institutional USD

11.5%

5.5

-2.8%

34 JPMorgan Diversified Fund;L
Managers
USD

11.2%

6.1

-4.4%

35 Franklin NextStep Growth Fund;A
Managers
USD

11.2%

6.2

-4.4%

36 USAA Cornerstone Aggressive Fund
Managers
USD

11.2%

6.3

-4.4%

36 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

11.2%

7.4

-5.7%

38 Value Line Asset Allocation Fund;Investor
Managers
USD

11.1%

5.8

-2.5%

39 John Hancock Multi-Index Lifestyle Gro Port;1
Managers
USD

10.9%

6.4

-4.5%

40 Praxis Genesis Growth Portfolio;A
Managers
USD

10.9%

6.5

-4.4%

41 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

10.9%

6.7

-5.1%

42 JPMorgan Investor Growth & Income Fund;A USD

10.8%

5.9

-4.2%

43 Davis Appreciation & Income Fund;A
Managers
USD

10.8%

7.5

-5.7%

44 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

10.7%

6.0

-4.1%

45 American Funds Moderate Gro and Inc Ptf;A USD

10.7%

5.7

-3.9%

46 Janus Henderson Adaptive Global Allocation Fund;N
Managers
USD

10.7%

7.4

-5.2%

47 Boston Trust Asset Management Fund
Managers
USD

10.7%

6.8

-5.1%

48 PIMCO Dividend & Income Fund;A
Managers
USD

10.7%

7.0

-4.8%

49 Prudential Moderate Allocation Fund;A
Managers
USD

10.6%

5.3

-3.7%

50 Thrivent Moderately Aggressive Alloc Fund;A
Managers
USD

10.6%

5.9

-4.2%

51 Fidelity Balanced Fund USD

10.6%

5.8

-3.9%

52 Ladenburg Growth Fund;I
Managers
USD

10.5%

6.0

-4.3%

53 InvestEd Balanced Portfolio;A
Managers
USD

10.5%

5.4

-3.5%

54 Calvert Moderate Allocation Fund;A
Managers
USD

10.3%

5.0

-3.3%

55 American Century One Choice Port Moderate;Inv USD

10.2%

5.5

-3.6%

56 BlackRock Balanced Capital Fund;Institutional USD

10.1%

5.0

-3.2%

57 Villere Balanced Fund
Managers
USD

10.1%

6.1

-3.5%

58 Walden Asset Management Fund
Managers
USD

10.0%

6.3

-4.5%

59 SA Worldwide Moderate Growth Fund;Select
Managers
USD

10.0%

6.2

-4.5%

59 T Rowe Price Capital Appreciation Fund
Managers
USD

10.0%

5.2

-3.1%

61 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

9.9%

5.6

-3.5%

62 Great-West Moderately Aggrv Profile Fund;Inv USD

9.9%

5.7

-3.8%

63 Wells Fargo Growth Balanced Fund;Adm USD

9.9%

5.5

-3.9%

64 Transamerica Asset Allocation - Modt Growth Port;A
Managers
USD

9.8%

5.8

-4.0%

64 QS Moderate Growth Fund;A
Managers
USD

9.8%

6.0

-4.2%

66 Touchstone Balanced Fund;A
Managers
USD

9.8%

5.7

-4.2%

67 Hartford Balanced HLS Fd;IA
Managers
USD

9.8%

5.9

-4.5%

68 Salient Adaptive Balanced Fund;Institutional
Managers
USD

9.7%

6.7

-4.3%

69 MainStay Moderate Growth Allocation Fund;A
Managers
USD

9.7%

7.1

-5.6%

70 Wells Fargo Diversified Cap Bldr Fd;A
Managers
USD

9.7%

8.0

-4.9%

70 Virtus Growth Allocation Strategy Fund;I
Managers
USD

9.7%

5.9

-4.0%

72 Invesco Growth Allocation Fund;A
Managers
USD

9.6%

6.1

-4.3%

73 American Funds American Balanced Fund;A USD

9.4%

5.7

-4.3%

74 AMG Managers Montag & Caldwell Balanced Fund;N
Managers
USD

9.4%

6.0

-4.0%

75 USAA First Start Growth Fund
Managers
USD

9.3%

5.8

-4.4%

76 BMO Balanced Allocation Fund;R-6
Managers
USD

9.1%

5.1

-3.6%

77 Prudential Balanced Fund;Z USD

9.1%

5.2

-4.0%

78 AIG Multi-Asset Allocation Fund;A
Managers
USD

9.1%

5.8

-4.4%

79 Principal SAM Balanced Portfolio;A
Managers
USD

8.9%

5.2

-3.8%

80 Hartford Balanced Fund;A
Managers
USD

8.9%

5.8

-4.6%

81 Vanguard Wellington Fund;Investor
Managers
USD

8.8%

5.8

-4.6%

82 Russell Investments Growth Strategy Fund;E
Managers
USD

8.7%

5.1

-3.4%

83 Eaton Vance Balanced Fund;A
Managers
USD

8.6%

4.7

-3.7%

84 Hartford Checks and Balances Fund;A
Managers
USD

8.6%

5.1

-3.8%

85 Tributary Balanced Fund;Institutional
Managers
USD

8.5%

5.2

-3.7%

86 Pax Balanced Fund;Individual Investor USD

8.4%

4.9

-3.7%

87 New Covenant Balanced Growth Fund
Managers
USD

8.4%

5.2

-4.0%

88 Thrivent Growth and Income Plus Fund;A USD

8.3%

5.0

-3.5%

89 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

8.3%

5.9

-4.8%

90 LKCM Balanced Fund;Institutional
Managers
USD

8.2%

5.5

-4.1%

91 Green Century Balanced Fund;Individual Investor
Managers
USD

8.1%

5.0

-3.6%

92 FBP Appreciation & Income Opportunities Fund
Managers
USD

7.9%

6.7

-4.5%

93 SEI Moderate Strategy Allocation Fund;F
Managers
USD

7.9%

6.1

-4.3%

94 Dreyfus Balanced Opportunity Fund;J USD

7.5%

5.9

-4.5%

95 James Aggressive Allocation Fund USD

7.5%

7.0

-5.2%

96 Transamerica Multi-Managed Balanced;A USD

7.4%

5.2

-4.3%

96 American Beacon Balanced Fund;Institutional USD

7.4%

6.9

-5.2%

98 PSI Tactical Growth Fund;A
Managers
USD

7.4%

6.5

-5.3%

99 Transamerica Balanced II;R USD

7.3%

5.1

-4.3%

100 John Hancock Balanced Fund;A
Managers
USD

7.2%

6.3

-5.3%

101 Columbia Balanced Fund;I USD

7.2%

5.7

-5.1%

102 CornerCap Balanced Fund
Managers
USD

7.2%

5.9

-4.3%

103 Dodge & Cox Balanced Fund USD

6.9%

6.1

-4.8%

104 Calvert Balanced Fund;A USD

6.8%

4.5

-3.6%

104 Lord Abbett Multi-Asset Growth Fund;A
Managers
USD

6.8%

6.1

-4.4%

106 Ivy Balanced Fund;A
Managers
USD

6.4%

6.3

-4.1%

107 WesMark Balanced Fund
Managers
USD

6.4%

5.2

-4.1%

108 GuidePath Conservative Allocation Fund;Service
Managers
USD

6.4%

3.8

-2.8%

109 Port Street Institutional Opportunities Fd;Inst USD

6.4%

5.2

-4.1%

110 Invesco Equity & Income Fund;A USD

6.1%

7.0

-5.6%

111 American Funds Capital Income Builder;A USD

6.0%

6.2

-5.3%

112 1789 Growth and Income Fund;C
Managers
USD

6.0%

6.0

-2.5%

113 Pacific Advisors Balanced Fund;A
Managers
USD

5.4%

9.1

-6.1%

114 Davenport Balanced Income Fund USD

4.8%

5.5

-4.8%

115 Two Oaks Diversified Growth and Income Fund;A
Managers
USD

4.7%

8.6

-6.1%

116 Mairs & Power Balanced Fund
Managers
USD

4.6%

6.1

-5.3%

117 MainStay Balanced Fund;I USD

4.4%

4.8

-3.8%

118 Holland Balanced Fund
Managers
USD

4.2%

6.7

-5.8%

119 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

4.2%

6.3

-4.9%

120 SEI Conservative Strategy Allocation Fund;F
Managers
USD

4.0%

5.2

-3.9%

121 Franklin Founding Funds Alloc Fund;A
Managers
USD

3.7%

7.6

-6.4%

122 Highland Total Return Fund;A
Managers
USD

2.6%

6.6

-5.3%

123 UTC North American Fund
Managers
USD

0.4%

7.9

-6.5%

124 PSI Strategic Growth Fund;A
Managers
USD

-3.4%

14.4

-15.7%

Funds with less than 12 months history are below. View 1 month performance
Prudential 60/40 Allocation Fund;R6
Managers
Upright Assets Allocation Plus Fund
Managers
Vanguard Global Wellington Fund;Admiral
Managers
manager return
Tim Bray Tim Bray
funds managed
12.8%
Christopher C. Davis Christopher C. Davis
funds managed
10.8%
J. Luther King Jr. J. Luther King Jr.
funds managed
8.2%
William H. Apfel William H. Apfel
funds managed
10.0%
Mark Johnson Mark Johnson
funds managed
8.2%
Margaret Patel Margaret Patel
funds managed
9.7%
Stephen E. Grant Stephen E. Grant
funds managed
11.1%
G. Kenneth Heebner G. Kenneth Heebner
funds managed
14.2%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
13.1%
David Giroux David Giroux
funds managed
10.0%
Jeffrey Knight Jeffrey Knight
funds managed
13.5%
Charles M. Shriver Charles M. Shriver
funds managed
13.8%
Edward P. Bousa Edward P. Bousa
funds managed
8.8%
Todd Jablonski Todd Jablonski
funds managed
8.9%
Stephen D Lowe Stephen D Lowe
funds managed
10.6%
John Cunniff John Cunniff
funds managed
13.8%
Alfred T. Murata Alfred T. Murata
funds managed
10.7%
Geoff Stein Geoff Stein
funds managed
12.2%
Matt L. Peden Matt L. Peden
funds managed
12.8%
Vishal Khanduja Vishal Khanduja
funds managed
9.7%
Jeffrey N. Given Jeffrey N. Given
funds managed
7.2%
Robert A. Lee Robert A. Lee
funds managed
6.8%
Robert Arnott Robert Arnott
funds managed
10.7%
Nicole Goldberger Nicole Goldberger
funds managed
11.2%
John Keogh John Keogh
funds managed
8.7%
Charlie D. Averill Charlie D. Averill
funds managed
8.9%
Daniel Ivascyn Daniel Ivascyn
funds managed
10.7%
Hans Erickson Hans Erickson
funds managed
13.8%
Thomas G. Plumb Thomas G. Plumb
funds managed
17.0%
Ronald Horner Ronald Horner
funds managed
8.5%
Robert J. Benson Robert J. Benson
funds managed
12.8%
Domenic Colasacco Domenic Colasacco
funds managed
10.7%
Liane Rosenberg Liane Rosenberg
funds managed
11.1%
Edward J Tostanoski Edward J Tostanoski
funds managed
14.2%
Walter Nejman Walter Nejman
funds managed
12.3%
William Coleman William Coleman
funds managed
12.3%
John Speer John Speer
funds managed
11.2%
Scot C. Hollmann Scot C. Hollmann
funds managed
8.2%
Bryce A. Doty Bryce A. Doty
funds managed
12.1%