rank manager return
1 G. Kenneth Heebner 1. G. Kenneth Heebner
funds managed
16.7%
2 Nathan M. Plumb 2. Nathan M. Plumb
funds managed
16.6%
2 Thomas G. Plumb 2. Thomas G. Plumb
funds managed
16.6%
4 Grant Sarris 4. Grant Sarris
funds managed
16.6%
4 Ryan Caldwell 4. Ryan Caldwell
funds managed
16.6%
4 Brian Cho 4. Brian Cho
funds managed
16.6%
7 Tony Coffey 7. Tony Coffey
funds managed
15.4%
8 Edward J Tostanoski 8. Edward J Tostanoski
funds managed
15.2%
9 Jason Vaillancourt 9. Jason Vaillancourt
funds managed
15.1%
9 Robert Schoen 9. Robert Schoen
funds managed
15.1%
9 James Fetch 9. James Fetch
funds managed
15.1%
9 Robert Kea 9. Robert Kea
funds managed
15.1%
13 Charles M. Shriver 13. Charles M. Shriver
funds managed
14.9%
14 John Cunniff 14. John Cunniff
funds managed
14.8%
14 Hans Erickson 14. Hans Erickson
funds managed
14.8%
16 Marcelle Daher 16. Marcelle Daher
funds managed
14.8%
16 Nathan Thooft 16. Nathan Thooft
funds managed
14.8%
16 Bob Boyda 16. Bob Boyda
funds managed
14.8%
19 Rob Balkema 19. Rob Balkema
funds managed
14.3%
19 Brian Meath 19. Brian Meath
funds managed
14.3%
21 Philip Blancato 21. Philip Blancato
funds managed
14.2%
22 Philip Green 22. Philip Green
funds managed
14.2%
22 Peter Stournaras 22. Peter Stournaras
funds managed
14.2%
22 Rick Rieder 22. Rick Rieder
funds managed
14.2%
22 Bob Miller 22. Bob Miller
funds managed
14.2%
26 Sheldon P. McFarland 26. Sheldon P. McFarland
funds managed
14.1%
26 Matt Carvalho 26. Matt Carvalho
funds managed
14.1%
28 James Macey 28. James Macey
funds managed
14.0%
29 Geoff Stein 29. Geoff Stein
funds managed
13.8%
30 Ove Fladberg 30. Ove Fladberg
funds managed
13.8%
30 Nicholas D'Eramo 30. Nicholas D'Eramo
funds managed
13.8%
30 Michael Loeffler 30. Michael Loeffler
funds managed
13.8%
33 Mark Hamilton 33. Mark Hamilton
funds managed
13.7%
33 Dokyoung Lee 33. Dokyoung Lee
funds managed
13.7%
33 Caleb Wong 33. Caleb Wong
funds managed
13.7%
36 Tim Bray 36. Tim Bray
funds managed
13.5%
36 Matt L. Peden 36. Matt L. Peden
funds managed
13.5%
36 Robert J. Benson 36. Robert J. Benson
funds managed
13.5%
39 Giulio Martin 39. Giulio Martin
funds managed
13.5%
39 Robert A. Lee 39. Robert A. Lee
funds managed
13.5%
41 Jonathan B. Swaney 41. Jonathan B. Swaney
funds managed
13.5%
41 Jae S. Yoon 41. Jae S. Yoon
funds managed
13.5%
41 Poul Kristensen 41. Poul Kristensen
funds managed
13.5%
41 Amit Soni 41. Amit Soni
funds managed
13.5%
45 Kevin Miller 45. Kevin Miller
funds managed
13.4%
46 Joseph Flaherty, Jr 46. Joseph Flaherty, Jr
funds managed
13.3%
47 William Coleman 47. William Coleman
funds managed
13.0%
47 Walter Nejman 47. Walter Nejman
funds managed
13.0%
49 Duy Nguyen 49. Duy Nguyen
funds managed
13.0%
49 Jacob Borbidge 49. Jacob Borbidge
funds managed
13.0%
51 Ryan Schneck 51. Ryan Schneck
funds managed
12.8%
51 James Smigiel 51. James Smigiel
funds managed
12.8%
53 Michael Schoenhaut 53. Michael Schoenhaut
funds managed
12.7%
53 Nicole Goldberger 53. Nicole Goldberger
funds managed
12.7%
53 John Speer 53. John Speer
funds managed
12.7%
56 Benjamin Bailey 56. Benjamin Bailey
funds managed
12.7%
56 Delmar King 56. Delmar King
funds managed
12.7%
58 Christian L. Chan 58. Christian L. Chan
funds managed
12.6%
58 John T. Bruce 58. John T. Bruce
funds managed
12.6%
58 Kandarp R. Acharya 58. Kandarp R. Acharya
funds managed
12.6%
61 Christopher C. Davis 61. Christopher C. Davis
funds managed
12.6%
61 Dan McNeela 61. Dan McNeela
funds managed
12.6%
61 Creston King 61. Creston King
funds managed
12.6%
61 Michael Stout 61. Michael Stout
funds managed
12.6%
61 Dario Castagna 61. Dario Castagna
funds managed
12.6%
61 Peter Sackmann 61. Peter Sackmann
funds managed
12.6%
67 Vernon J. Meyer 67. Vernon J. Meyer
funds managed
12.4%
67 Allison Mortensen 67. Allison Mortensen
funds managed
12.4%
69 Harley Lank 69. Harley Lank
funds managed
12.4%
69 Ramin Arani 69. Ramin Arani
funds managed
12.4%
69 Michael Plage 69. Michael Plage
funds managed
12.4%
72 Edward P. Bousa 72. Edward P. Bousa
funds managed
12.3%
72 John Keogh 72. John Keogh
funds managed
12.3%
74 Roger J. Sit 74. Roger J. Sit
funds managed
12.3%
74 Ronald D. Sit 74. Ronald D. Sit
funds managed
12.3%
74 Bryce A. Doty 74. Bryce A. Doty
funds managed
12.3%
77 Sharon Hill 77. Sharon Hill
funds managed
12.3%
78 Denis J. Villere III 78. Denis J. Villere III
funds managed
12.2%
78 Lamar G. Villere 78. Lamar G. Villere
funds managed
12.2%
78 George V. Young 78. George V. Young
funds managed
12.2%
81 John P. Toohey 81. John P. Toohey
funds managed
12.2%
81 Arnold J. Espe 81. Arnold J. Espe
funds managed
12.2%
81 Wasif A. Latif 81. Wasif A. Latif
funds managed
12.2%
81 Lance Humphrey 81. Lance Humphrey
funds managed
12.2%
85 Enrique Chang 85. Enrique Chang
funds managed
12.2%
85 Ashwin G. Alankar 85. Ashwin G. Alankar
funds managed
12.2%
87 Vishal Khanduja 87. Vishal Khanduja
funds managed
12.1%
88 Jon D. Adams 88. Jon D. Adams
funds managed
12.0%
88 Lowell Yura 88. Lowell Yura
funds managed
12.0%
90 Cynthia P. Prince-Fox 90. Cynthia P. Prince-Fox
funds managed
11.9%
90 Chace Brundige 90. Chace Brundige
funds managed
11.9%
92 Christopher A. Staples 92. Christopher A. Staples
funds managed
11.9%
92 Domenic Colasacco 92. Domenic Colasacco
funds managed
11.9%
92 Kane Cotton 92. Kane Cotton
funds managed
11.9%
95 Daniel Manion 95. Daniel Manion
funds managed
11.8%
95 Jason Doiron 95. Jason Doiron
funds managed
11.8%
97 Daniel Ivascyn 97. Daniel Ivascyn
funds managed
11.8%
97 Alfred T. Murata 97. Alfred T. Murata
funds managed
11.8%
97 Christopher Brightman 97. Christopher Brightman
funds managed
11.8%
97 Robert Arnott 97. Robert Arnott
funds managed
11.8%
101 Jarrett Perez 101. Jarrett Perez
funds managed
11.8%
101 Blake Todd 101. Blake Todd
funds managed
11.8%
103 David Giroux 103. David Giroux
funds managed
11.7%
104 John Hakopian 104. John Hakopian
funds managed
11.7%
104 Jim Garrison 104. Jim Garrison
funds managed
11.7%
104 Eric Speron 104. Eric Speron
funds managed
11.7%
107 Stephen E. Grant 107. Stephen E. Grant
funds managed
11.7%
107 Jeffrey Geffen 107. Jeffrey Geffen
funds managed
11.7%
107 Liane Rosenberg 107. Liane Rosenberg
funds managed
11.7%
110 Alan Gayle 110. Alan Gayle
funds managed
11.6%
111 William F. LeFavor 111. William F. LeFavor
funds managed
11.5%
111 Matthew I. Solomon 111. Matthew I. Solomon
funds managed
11.5%
113 Keith Stransky 113. Keith Stransky
funds managed
11.5%
114 Ted Lockwood 114. Ted Lockwood
funds managed
11.4%
114 Joel M. Kallman 114. Joel M. Kallman
funds managed
11.4%
116 William H. Apfel 116. William H. Apfel
funds managed
11.4%
117 Thomas Nelson 117. Thomas Nelson
funds managed
11.3%
118 Douglas A. Loeffler 118. Douglas A. Loeffler
funds managed
11.3%
119 Salvatore Buono 119. Salvatore Buono
funds managed
11.2%
119 John O'Toole 119. John O'Toole
funds managed
11.2%
119 Paul Weber 119. Paul Weber
funds managed
11.2%
122 James C. Willis 122. James C. Willis
funds managed
11.1%
122 Kevin J. Stoll 122. Kevin J. Stoll
funds managed
11.1%
122 Jeffrey J. Schappe 122. Jeffrey J. Schappe
funds managed
11.1%
125 Derek B. Bloom 125. Derek B. Bloom
funds managed
11.0%
125 Keith B. Hembre 125. Keith B. Hembre
funds managed
11.0%
127 Roger C. Hamilton 127. Roger C. Hamilton
funds managed
10.8%
127 Jeffrey N. Given 127. Jeffrey N. Given
funds managed
10.8%
127 Michael J Scanlon, Jr 127. Michael J Scanlon, Jr
funds managed
10.8%
130 J. Cannon Carr Jr 130. J. Cannon Carr Jr
funds managed
10.7%
130 Thomas E. Quinn 130. Thomas E. Quinn
funds managed
10.7%
130 Jeffrey P. Moeller 130. Jeffrey P. Moeller
funds managed
10.7%
133 Charlie D. Averill 133. Charlie D. Averill
funds managed
10.7%
133 Todd Jablonski 133. Todd Jablonski
funds managed
10.7%
135 Mark Johnson 135. Mark Johnson
funds managed
10.6%
135 J. Luther King Jr. 135. J. Luther King Jr.
funds managed
10.6%
135 Scot C. Hollmann 135. Scot C. Hollmann
funds managed
10.6%
138 Mathew Patsky 138. Mathew Patsky
funds managed
10.4%
138 Cheryl Smith 138. Cheryl Smith
funds managed
10.4%
138 Stephanie Leighton 138. Stephanie Leighton
funds managed
10.4%
141 David Ellwood 141. David Ellwood
funds managed
9.8%
141 Scott Love 141. Scott Love
funds managed
9.8%
141 Steven Kellas 141. Steven Kellas
funds managed
9.8%
144 Tom L. Stringfellow 144. Tom L. Stringfellow
funds managed
9.4%
145 Christopher H. Brown 145. Christopher H. Brown
funds managed
9.2%
145 Anthony Trzcinka 145. Anthony Trzcinka
funds managed
9.2%
145 Nathan Moser 145. Nathan Moser
funds managed
9.2%
148 Charles Lauber 148. Charles Lauber
funds managed
9.2%
148 Kurt Spieler 148. Kurt Spieler
funds managed
9.2%
148 Ronald Horner 148. Ronald Horner
funds managed
9.2%
151 Nathan Palmer 151. Nathan Palmer
funds managed
9.1%
151 Anthony Wicklund 151. Anthony Wicklund
funds managed
9.1%
153 Ronald L. Kaliebe 153. Ronald L. Kaliebe
funds managed
9.1%
153 Kevin V. Earley 153. Kevin V. Earley
funds managed
9.1%
155 Karen H. Grimes 155. Karen H. Grimes
funds managed
9.1%
156 Brian A. Krawez 156. Brian A. Krawez
funds managed
8.9%
157 Aimee M. Eudy 157. Aimee M. Eudy
funds managed
8.9%
157 Ronald T. Bates 157. Ronald T. Bates
funds managed
8.9%
159 John Arege 159. John Arege
funds managed
8.8%
159 Sean Gallagher 159. Sean Gallagher
funds managed
8.8%
159 Deyson Scott 159. Deyson Scott
funds managed
8.8%
159 Karen Guyadeen-Gosine 159. Karen Guyadeen-Gosine
funds managed
8.8%
159 Michael E. Stack 159. Michael E. Stack
funds managed
8.8%
164 Stephen Lingard 164. Stephen Lingard
funds managed
8.7%
164 Brooks Ritchey 164. Brooks Ritchey
funds managed
8.7%
164 John Levy 164. John Levy
funds managed
8.7%
167 Michael Holland 167. Michael Holland
funds managed
8.6%
168 Derek Newcomer 168. Derek Newcomer
funds managed
8.5%
168 Douglas Allison 168. Douglas Allison
funds managed
8.5%
168 Mike Breller 168. Mike Breller
funds managed
8.5%
171 Adam Petryk 171. Adam Petryk
funds managed
8.4%
171 Ellen Tesler 171. Ellen Tesler
funds managed
8.4%
171 Thomas Picciochi 171. Thomas Picciochi
funds managed
8.4%
174 Bernard Scozzafava 174. Bernard Scozzafava
funds managed
8.1%
174 Charles Gaffney 174. Charles Gaffney
funds managed
8.1%
174 Thomas Luster 174. Thomas Luster
funds managed
8.1%
177 Matthew A. Hekman 177. Matthew A. Hekman
funds managed
7.8%
178 Zoe Brunson 178. Zoe Brunson
funds managed
7.2%
178 Jerry Chafkin 178. Jerry Chafkin
funds managed
7.2%
178 Gary Cox 178. Gary Cox
funds managed
7.2%
181 Nathan J. Rowader 181. Nathan J. Rowader
funds managed
7.1%
182 Ronald E. Canakaris 182. Ronald E. Canakaris
funds managed
6.4%
182 Helen M. Donahue 182. Helen M. Donahue
funds managed
6.4%
184 Stephen J. Fauer 184. Stephen J. Fauer
funds managed
4.6%
185 John Williamson 185. John Williamson
funds managed
4.4%
185 David Jajewski 185. David Jajewski
funds managed
4.4%
187 Charles Suh 187. Charles Suh
funds managed
4.3%
187 Jingjing Yan 187. Jingjing Yan
funds managed
4.3%
Managers with less than 12 months history are below. View 1 month performance
Petros Bocray Petros Bocray
funds managed
Justin H Bourgette Justin H Bourgette
funds managed
Raymond Chan Raymond Chan
funds managed
Stephen Dolce Stephen Dolce
funds managed
Adam H. Illfelder Adam H. Illfelder
funds managed
Bryan Hoffman Bryan Hoffman
funds managed
Pete Klingelhofer Pete Klingelhofer
funds managed
Christopher Lvoff Christopher Lvoff
funds managed
Loren L. Moran Loren L. Moran
funds managed
Dan R Strelow Dan R Strelow
funds managed
Peter Vaiciunas Peter Vaiciunas
funds managed
Lisa A. Welch Lisa A. Welch
funds managed
Aaron Young Aaron Young
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Wells Fargo Diversified Cap Bldr Fd;A USD

19.8%

4.5

-1.5%

2 Dodge & Cox Balanced Fund USD

17.2%

6.9

-1.4%

3 Franklin Founding Funds Alloc Fund;A
Managers
USD

16.7%

4.1

-0.4%

4 CGM Mutual Fund
Managers
USD

16.7%

10.5

-2.4%

5 Wisconsin Plumb Balanced Fund
Managers
USD

16.6%

6.5

-2.2%

6 Chiron Capital Allocation Fund;I
Managers
USD

16.6%

4.4

-0.5%

6 T Rowe Price Personal Strategy Growth Fund
Managers
USD

16.6%

4.9

-1.4%

8 Ladenburg Aggressive Growth Fund;A
Managers
USD

15.9%

6.8

-2.5%

9 Goldman Sachs Growth Strategy Portfolio;Inst
Managers
USD

15.2%

4.9

-1.6%

10 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

15.1%

5.4

-1.8%

11 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

15.0%

4.7

-1.7%

12 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

14.8%

5.2

-1.8%

13 Columbia Capital Allocation Aggressive Port;A USD

14.7%

5.3

-2.1%

14 Thrivent Moderately Aggressive Alloc Fund;A USD

14.6%

5.0

-1.6%

15 Invesco Equity & Income Fund;A USD

14.5%

6.6

-0.9%

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

14.5%

4.4

-1.8%

17 Russell Investments Growth Strategy Fund;E
Managers
USD

14.3%

3.4

-0.9%

18 RiverFront Global Allocation Fund;A USD

14.3%

5.0

-1.8%

19 BlackRock Balanced Capital Fund;Institutional
Managers
USD

14.2%

4.4

-0.8%

20 SEI Aggressive Strategy Fund;F
Managers
USD

14.2%

4.5

-1.9%

21 SA Worldwide Moderate Growth Fund
Managers
USD

14.1%

4.1

-0.8%

22 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

14.1%

5.2

-1.8%

23 Franklin Growth Allocation Fund;A
Managers
USD

14.0%

4.9

-1.9%

24 Fidelity Asset Manager 70%
Managers
USD

13.8%

4.4

-1.7%

25 American Century One Choice Port Aggressive;Inv USD

13.8%

5.0

-2.0%

26 InvestEd Growth Portfolio;A
Managers
USD

13.8%

6.9

-3.0%

27 Oppenheimer Active Allocation Fund;A
Managers
USD

13.7%

5.6

-2.3%

28 American Century Strat Alloc Aggressive Fund;Inv USD

13.6%

5.1

-2.0%

29 JPMorgan Investor Growth & Income Fund;A
Managers
USD

13.5%

4.4

-1.2%

30 GuideStone Growth Allocation Fund;Inv
Managers
USD

13.5%

4.7

-1.7%

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

13.5%

4.3

-0.9%

32 MainStay Moderate Growth Allocation Fund;A
Managers
USD

13.5%

5.4

-1.6%

33 Great-West Moderately Aggrv Profile II Fund;Inv USD

13.5%

4.4

-1.8%

34 Fidelity Balanced Fund USD

13.4%

4.6

-1.7%

35 E-Valuator Growth RMS Fund;Service
Managers
USD

13.4%

5.2

-2.3%

36 T Rowe Price Balanced Fund
Managers
USD

13.3%

4.4

-1.3%

37 Great-West Moderately Aggrv Profile I Fund;Initial USD

13.3%

4.4

-1.8%

38 MFS Growth Allocation Fund;A
Managers
USD

13.3%

4.9

-2.2%

39 Vanguard STAR Fund;Investor
Managers
USD

13.0%

4.6

-1.8%

40 Invesco Growth Allocation Fund;A
Managers
USD

13.0%

4.1

-1.4%

41 Columbia Capital Allocation Moderate Aggr Port;Z USD

12.9%

4.3

-1.8%

42 SEI Moderate Strategy Allocation Fund;F
Managers
USD

12.9%

5.1

-2.4%

43 American Beacon Balanced Fund;Institutional USD

12.7%

5.6

-0.9%

44 JPMorgan Diversified Fund;L
Managers
USD

12.7%

4.2

-1.5%

45 Praxis Genesis Growth Portfolio;A
Managers
USD

12.7%

4.6

-2.0%

46 Hartford Growth Allocation Fund;A
Managers
USD

12.6%

5.5

-2.7%

47 USAA Cornerstone Aggressive Fund
Managers
USD

12.6%

4.3

-1.6%

47 FBP Appreciation & Income Opportunities Fund
Managers
USD

12.6%

6.9

-0.8%

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

12.6%

4.1

-1.6%

49 Davis Appreciation & Income Fund;A
Managers
USD

12.6%

3.9

-0.9%

51 Ladenburg Growth Fund;A
Managers
USD

12.6%

5.1

-2.0%

52 QS Moderate Growth Fund;A
Managers
USD

12.4%

4.9

-2.0%

53 Fidelity Puritan Fund
Managers
USD

12.4%

4.5

-1.2%

54 Vanguard Wellington Fund;Investor
Managers
USD

12.3%

4.1

-1.3%

55 Sit Balanced Fund
Managers
USD

12.3%

4.5

-1.6%

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

12.3%

5.2

-2.1%

57 Delaware Foundation Growth Allocation Fund;A
Managers
USD

12.3%

4.4

-1.7%

58 Villere Balanced Fund
Managers
USD

12.2%

8.2

-4.2%

59 Hartford Checks and Balances Fund;A
Managers
USD

12.2%

4.0

-1.2%

60 Janus Henderson Adaptive Global Allocation Fund;N
Managers
USD

12.1%

3.8

-1.5%

60 Transamerica Inst Asset Alloc - Intm/Long Horizon
Managers
USD

12.1%

4.4

-1.4%

62 Calvert Moderate Allocation Fund;A
Managers
USD

12.1%

4.1

-1.3%

63 BMO Balanced Allocation Fund;R-6
Managers
USD

12.0%

4.1

-1.5%

64 American Funds American Balanced Fund;A USD

12.0%

3.1

-0.8%

65 Boston Trust Asset Management Fund
Managers
USD

11.9%

4.9

-2.5%

66 USAA First Start Growth Fund
Managers
USD

11.9%

4.0

-1.3%

67 American Funds Balanced Portfolio;A USD

11.8%

3.9

-1.5%

68 Sentinel Balanced Fund;A
Managers
USD

11.8%

4.1

-1.5%

69 PIMCO Dividend & Income Fund;C
Managers
USD

11.8%

3.5

-0.8%

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

11.8%

6.4

-2.9%

71 John Hancock Capital Appreciation Value Fund;NAV
Managers
USD

11.7%

4.0

-1.5%

71 Transamerica Asset Allocation - Intm/Long Horizon
Managers
USD

11.7%

4.5

-1.4%

73 Highland Total Return Fund;A
Managers
USD

11.7%

6.5

-1.7%

73 T Rowe Price Capital Appreciation Fund
Managers
USD

11.7%

4.0

-1.4%

75 Value Line Asset Allocation Fund;Investor
Managers
USD

11.7%

4.7

-2.3%

76 RidgeWorth Growth Allocation Strategy Fund;I
Managers
USD

11.6%

4.9

-2.3%

77 New Century Balanced Portfolio
Managers
USD

11.5%

4.1

-1.7%

78 Dreyfus Growth Allocation Fund
Managers
USD

11.5%

4.7

-1.8%

79 Prudential Moderate Allocation Fund;A
Managers
USD

11.4%

4.2

-1.7%

80 Walden Asset Management Fund
Managers
USD

11.4%

4.6

-2.1%

81 BNY Mellon Asset Allocation Fund;M USD

11.3%

4.5

-1.8%

82 Transamerica Partners Inst Balanced USD

11.3%

3.9

-1.2%

83 AIG Multi-Asset Allocation Fund;A
Managers
USD

11.3%

4.4

-1.8%

84 Pioneer Solutions - Growth Fund;A
Managers
USD

11.2%

5.5

-1.9%

85 Wells Fargo Growth Balanced Fund;Adm USD

11.2%

4.5

-1.7%

85 American Century One Choice Port Moderate;Inv USD

11.2%

4.2

-1.8%

87 SEI Conservative Strategy Allocation Fund;F
Managers
USD

11.2%

5.9

-3.0%

88 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

11.1%

4.1

-1.5%

89 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

11.1%

5.2

-1.9%

90 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

11.0%

4.1

-1.8%

91 Transamerica Partners Balanced USD

10.9%

3.9

-1.2%

92 Transamerica Multi-Managed Balanced;A USD

10.9%

4.0

-1.4%

93 John Hancock Balanced Fund;A
Managers
USD

10.8%

4.1

-1.5%

93 Prudential Balanced Fund;Z USD

10.8%

4.2

-1.5%

95 CornerCap Balanced Fund
Managers
USD

10.7%

6.1

-1.8%

96 Principal SAM Balanced Portfolio;A
Managers
USD

10.7%

3.9

-1.6%

97 LKCM Balanced Fund;Institutional
Managers
USD

10.6%

4.1

-1.5%

98 Federated MDT Balanced;Institutional USD

10.5%

4.6

-1.7%

99 Dreyfus Balanced Opportunity Fund;J USD

10.5%

5.4

-1.2%

100 State Farm Equity & Bond Fund;Premier USD

10.5%

3.8

-1.7%

101 Green Century Balanced Fund;Individual Investor
Managers
USD

10.4%

5.6

-2.2%

102 InvestEd Balanced Portfolio;A
Managers
USD

10.1%

5.0

-1.9%

103 Columbia Balanced Fund;Z USD

10.0%

3.9

-1.4%

104 Thrivent Growth and Income Plus Fund;A USD

9.8%

4.7

-2.1%

105 WesMark Balanced Fund
Managers
USD

9.8%

4.5

-1.7%

106 New Covenant Balanced Growth Fund
Managers
USD

9.8%

3.8

-1.5%

107 Frost Aggressive Allocation;Investor
Managers
USD

9.4%

4.7

-2.1%

108 Pax Balanced Fund;Individual Investor
Managers
USD

9.2%

3.6

-1.3%

109 Hartford Balanced Fund;A
Managers
USD

9.2%

5.0

-2.8%

110 Tributary Balanced Fund;Institutional
Managers
USD

9.2%

4.4

-2.4%

111 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

9.1%

3.6

-1.5%

112 Calvert Balanced Portfolio;A USD

9.1%

4.1

-2.0%

112 Mairs & Power Balanced Fund
Managers
USD

9.1%

4.2

-2.3%

114 Hartford Balanced HLS Fd;IA
Managers
USD

9.0%

4.8

-2.6%

115 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

8.9%

5.4

-3.5%

116 1919 Socially Responsive Balanced Fund;B
Managers
USD

8.9%

5.2

-3.1%

117 MainStay Balanced Fund;I USD

8.8%

4.0

-1.3%

118 UTC North American Fund
Managers
USD

8.8%

5.9

-2.1%

119 Franklin NextStep Growth Fund;A
Managers
USD

8.7%

3.7

-1.4%

120 James Aggressive Allocation Fund USD

8.6%

6.8

-3.3%

121 Holland Balanced Fund
Managers
USD

8.6%

4.2

-2.0%

122 Port Street Institutional Opportunities Fd;Inst
Managers
USD

8.5%

3.0

-1.5%

123 Eaton Vance Balanced Fund;A
Managers
USD

8.1%

3.8

-2.0%

124 Fidelity Global Balanced Fund USD

8.0%

7.0

-6.1%

125 Ivy Balanced Fund;A
Managers
USD

7.8%

4.1

-1.9%

126 Waddell & Reed Advisors Continental Income Fund;A
Managers
USD

7.8%

4.0

-1.9%

127 Davenport Balanced Income Fund USD

7.5%

3.3

-1.5%

128 GuidePath Conservative Allocation Fund;Service
Managers
USD

7.2%

4.7

-3.7%

129 Salient Adaptive Balanced Fund;Institutional
Managers
USD

7.1%

6.6

-5.5%

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

6.4%

5.3

-5.1%

131 PSI Strategic Growth Fund;A
Managers
USD

6.3%

5.6

-3.6%

132 1789 Growth and Income Fund;C
Managers
USD

4.6%

5.0

-3.9%

133 QS Dynamic Multi-Strategy Fund;A
Managers
USD

4.5%

3.1

-1.6%

134 Pacific Advisors Balanced Fund;A
Managers
USD

4.3%

7.2

-3.7%

135 PSI Tactical Growth Fund;A
Managers
USD

2.4%

5.6

-5.3%

manager return
Mark Johnson Mark Johnson
funds managed
10.6%
Mark Hamilton Mark Hamilton
funds managed
13.7%
Enrique Chang Enrique Chang
funds managed
12.2%
Bernard Scozzafava Bernard Scozzafava
funds managed
8.1%
Christopher C. Davis Christopher C. Davis
funds managed
12.6%
William H. Apfel William H. Apfel
funds managed
11.4%
Philip Green Philip Green
funds managed
14.2%
G. Kenneth Heebner G. Kenneth Heebner
funds managed
16.7%
J. Luther King Jr. J. Luther King Jr.
funds managed
10.6%
Peter Stournaras Peter Stournaras
funds managed
14.2%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
13.3%
Stephen E. Grant Stephen E. Grant
funds managed
11.7%
Thomas Luster Thomas Luster
funds managed
8.1%
Rick Rieder Rick Rieder
funds managed
14.2%
Bob Miller Bob Miller
funds managed
14.2%
Edward P. Bousa Edward P. Bousa
funds managed
12.3%
Dokyoung Lee Dokyoung Lee
funds managed
13.7%
Charles M. Shriver Charles M. Shriver
funds managed
14.9%
Nicole Goldberger Nicole Goldberger
funds managed
12.7%
Charlie D. Averill Charlie D. Averill
funds managed
10.7%
David Giroux David Giroux
funds managed
11.7%
Todd Jablonski Todd Jablonski
funds managed
10.7%
Derek B. Bloom Derek B. Bloom
funds managed
11.0%
Jason Vaillancourt Jason Vaillancourt
funds managed
15.1%
Dan McNeela Dan McNeela
funds managed
12.6%
Daniel Ivascyn Daniel Ivascyn
funds managed
11.8%
John Cunniff John Cunniff
funds managed
14.8%
Hans Erickson Hans Erickson
funds managed
14.8%
Keith Stransky Keith Stransky
funds managed
11.5%
Alfred T. Murata Alfred T. Murata
funds managed
11.8%
Vishal Khanduja Vishal Khanduja
funds managed
12.1%
J. Cannon Carr Jr J. Cannon Carr Jr
funds managed
10.7%
Robert A. Lee Robert A. Lee
funds managed
13.5%
Geoff Stein Geoff Stein
funds managed
13.8%
Michael Plage Michael Plage
funds managed
12.4%
Ryan Schneck Ryan Schneck
funds managed
12.8%
James Smigiel James Smigiel
funds managed
12.8%
John Keogh John Keogh
funds managed
12.3%
Michael Stout Michael Stout
funds managed
12.6%
Dario Castagna Dario Castagna
funds managed
12.6%
Keith B. Hembre Keith B. Hembre
funds managed
11.0%
Nathan M. Plumb Nathan M. Plumb
funds managed
16.6%
Caleb Wong Caleb Wong
funds managed
13.7%
William F. LeFavor William F. LeFavor
funds managed
11.5%
Ronald Horner Ronald Horner
funds managed
9.2%
James C. Willis James C. Willis
funds managed
11.1%
Jeffrey N. Given Jeffrey N. Given
funds managed
10.8%
Thomas E. Quinn Thomas E. Quinn
funds managed
10.7%
Daniel Manion Daniel Manion
funds managed
11.8%
Jason Doiron Jason Doiron
funds managed
11.8%
Benjamin Bailey Benjamin Bailey
funds managed
12.7%
Liane Rosenberg Liane Rosenberg
funds managed
11.7%
Roger J. Sit Roger J. Sit
funds managed
12.3%
James Fetch James Fetch
funds managed
15.1%
Robert Kea Robert Kea
funds managed
15.1%
William Coleman William Coleman
funds managed
13.0%
Walter Nejman Walter Nejman
funds managed
13.0%
Thomas G. Plumb Thomas G. Plumb
funds managed
16.6%
Jarrett Perez Jarrett Perez
funds managed
11.8%
Blake Todd Blake Todd
funds managed
11.8%
Brian A. Krawez Brian A. Krawez
funds managed
8.9%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
11.1%
Ted Lockwood Ted Lockwood
funds managed
11.4%
Joel M. Kallman Joel M. Kallman
funds managed
11.4%
Jeffrey P. Moeller Jeffrey P. Moeller
funds managed
10.7%
Scot C. Hollmann Scot C. Hollmann
funds managed
10.6%
Delmar King Delmar King
funds managed
12.7%
Bryce A. Doty Bryce A. Doty
funds managed
12.3%