rank manager return
1 G. Kenneth Heebner 1. G. Kenneth Heebner
funds managed
21.1%
2 Thomas G. Plumb 2. Thomas G. Plumb
funds managed
16.2%
3 Edward J Tostanoski 3. Edward J Tostanoski
funds managed
15.6%
4 Grant Sarris 4. Grant Sarris
funds managed
15.6%
4 Ryan Caldwell 4. Ryan Caldwell
funds managed
15.6%
4 Brian Cho 4. Brian Cho
funds managed
15.6%
7 Tony Coffey 7. Tony Coffey
funds managed
15.0%
8 Charles M. Shriver 8. Charles M. Shriver
funds managed
14.9%
9 Hans Erickson 9. Hans Erickson
funds managed
14.8%
9 John Cunniff 9. John Cunniff
funds managed
14.8%
11 Margaret Patel 11. Margaret Patel
funds managed
14.7%
12 Robert Schoen 12. Robert Schoen
funds managed
14.5%
12 Jason Vaillancourt 12. Jason Vaillancourt
funds managed
14.5%
12 James Fetch 12. James Fetch
funds managed
14.5%
12 Robert Kea 12. Robert Kea
funds managed
14.5%
16 Jeffrey Knight 16. Jeffrey Knight
funds managed
14.0%
16 Anwiti Bahuguna 16. Anwiti Bahuguna
funds managed
14.0%
18 Nathan Thooft 18. Nathan Thooft
funds managed
13.8%
18 Marcelle Daher 18. Marcelle Daher
funds managed
13.8%
18 Bob Boyda 18. Bob Boyda
funds managed
13.8%
21 James Macey 21. James Macey
funds managed
13.8%
22 Sheldon P. McFarland 22. Sheldon P. McFarland
funds managed
13.6%
22 Matt Carvalho 22. Matt Carvalho
funds managed
13.6%
24 Christopher C. Davis 24. Christopher C. Davis
funds managed
13.5%
24 Creston King 24. Creston King
funds managed
13.5%
24 Poul Kristensen 24. Poul Kristensen
funds managed
13.5%
24 Jae S. Yoon 24. Jae S. Yoon
funds managed
13.5%
24 Jonathan B. Swaney 24. Jonathan B. Swaney
funds managed
13.5%
24 Amit Soni 24. Amit Soni
funds managed
13.5%
24 Peter Sackmann 24. Peter Sackmann
funds managed
13.5%
31 Tim Bray 31. Tim Bray
funds managed
13.2%
31 Matt L. Peden 31. Matt L. Peden
funds managed
13.2%
31 Jeffrey J. Schappe 31. Jeffrey J. Schappe
funds managed
13.2%
31 James C. Willis 31. James C. Willis
funds managed
13.2%
31 Kevin J. Stoll 31. Kevin J. Stoll
funds managed
13.2%
31 Robert J. Benson 31. Robert J. Benson
funds managed
13.2%
37 Daniel Ivascyn 37. Daniel Ivascyn
funds managed
13.2%
37 Robert Arnott 37. Robert Arnott
funds managed
13.2%
37 Alfred T. Murata 37. Alfred T. Murata
funds managed
13.2%
37 Christopher Brightman 37. Christopher Brightman
funds managed
13.2%
41 Geoff Stein 41. Geoff Stein
funds managed
13.2%
42 Philip Green 42. Philip Green
funds managed
13.0%
42 Bob Miller 42. Bob Miller
funds managed
13.0%
42 Peter Stournaras 42. Peter Stournaras
funds managed
13.0%
42 Rick Rieder 42. Rick Rieder
funds managed
13.0%
42 Brian Meath 42. Brian Meath
funds managed
13.0%
42 Rob Balkema 42. Rob Balkema
funds managed
13.0%
48 Christian L. Chan 48. Christian L. Chan
funds managed
12.9%
48 Kandarp R. Acharya 48. Kandarp R. Acharya
funds managed
12.9%
50 Mark Hamilton 50. Mark Hamilton
funds managed
12.9%
50 Dokyoung Lee 50. Dokyoung Lee
funds managed
12.9%
50 Caleb Wong 50. Caleb Wong
funds managed
12.9%
53 John T. Bruce 53. John T. Bruce
funds managed
12.8%
54 Kevin Miller 54. Kevin Miller
funds managed
12.7%
55 Philip Blancato 55. Philip Blancato
funds managed
12.3%
56 Robert A. Lee 56. Robert A. Lee
funds managed
12.2%
56 Giulio Martin 56. Giulio Martin
funds managed
12.2%
58 Michael Schoenhaut 58. Michael Schoenhaut
funds managed
12.2%
58 Nicole Goldberger 58. Nicole Goldberger
funds managed
12.2%
58 John Speer 58. John Speer
funds managed
12.2%
61 Vernon J. Meyer 61. Vernon J. Meyer
funds managed
12.1%
61 Allison Mortensen 61. Allison Mortensen
funds managed
12.1%
63 Enrique Chang 63. Enrique Chang
funds managed
12.1%
63 Ashwin G. Alankar 63. Ashwin G. Alankar
funds managed
12.1%
65 Walter Nejman 65. Walter Nejman
funds managed
12.1%
65 William Coleman 65. William Coleman
funds managed
12.1%
67 Duy Nguyen 67. Duy Nguyen
funds managed
12.1%
67 Cynthia P. Prince-Fox 67. Cynthia P. Prince-Fox
funds managed
12.1%
67 Chace Brundige 67. Chace Brundige
funds managed
12.1%
67 Jacob Borbidge 67. Jacob Borbidge
funds managed
12.1%
71 Dario Castagna 71. Dario Castagna
funds managed
12.0%
71 Dan McNeela 71. Dan McNeela
funds managed
12.0%
71 Michael Stout 71. Michael Stout
funds managed
12.0%
74 Richard Weiss 74. Richard Weiss
funds managed
11.9%
74 Scott Wilson 74. Scott Wilson
funds managed
11.9%
74 Radu Gabudean 74. Radu Gabudean
funds managed
11.9%
74 David MacEwen 74. David MacEwen
funds managed
11.9%
78 Vishal Khanduja 78. Vishal Khanduja
funds managed
11.9%
79 John Hakopian 79. John Hakopian
funds managed
11.8%
79 Eric Speron 79. Eric Speron
funds managed
11.8%
79 Jim Garrison 79. Jim Garrison
funds managed
11.8%
82 Delmar King 82. Delmar King
funds managed
11.7%
82 Benjamin Bailey 82. Benjamin Bailey
funds managed
11.7%
84 Thomas Nelson 84. Thomas Nelson
funds managed
11.7%
85 Sharon Hill 85. Sharon Hill
funds managed
11.6%
86 Joseph Flaherty, Jr 86. Joseph Flaherty, Jr
funds managed
11.6%
87 Harley Lank 87. Harley Lank
funds managed
11.5%
87 Michael Plage 87. Michael Plage
funds managed
11.5%
87 Ramin Arani 87. Ramin Arani
funds managed
11.5%
90 John O'Toole 90. John O'Toole
funds managed
11.3%
90 Salvatore Buono 90. Salvatore Buono
funds managed
11.3%
90 Paul Weber 90. Paul Weber
funds managed
11.3%
93 Ronald D. Sit 93. Ronald D. Sit
funds managed
11.3%
93 Roger J. Sit 93. Roger J. Sit
funds managed
11.3%
93 Bryce A. Doty 93. Bryce A. Doty
funds managed
11.3%
96 Derek B. Bloom 96. Derek B. Bloom
funds managed
11.1%
96 Keith B. Hembre 96. Keith B. Hembre
funds managed
11.1%
98 Arnold J. Espe 98. Arnold J. Espe
funds managed
11.1%
98 John P. Toohey 98. John P. Toohey
funds managed
11.1%
98 Wasif A. Latif 98. Wasif A. Latif
funds managed
11.1%
98 Lance Humphrey 98. Lance Humphrey
funds managed
11.1%
102 Thomas E. Quinn 102. Thomas E. Quinn
funds managed
11.1%
102 Jeffrey P. Moeller 102. Jeffrey P. Moeller
funds managed
11.1%
102 J. Cannon Carr Jr 102. J. Cannon Carr Jr
funds managed
11.1%
105 Ted Lockwood 105. Ted Lockwood
funds managed
11.1%
105 Joel M. Kallman 105. Joel M. Kallman
funds managed
11.1%
107 John Keogh 107. John Keogh
funds managed
10.9%
107 Edward P. Bousa 107. Edward P. Bousa
funds managed
10.9%
109 Jason Doiron 109. Jason Doiron
funds managed
10.8%
109 Daniel Manion 109. Daniel Manion
funds managed
10.8%
111 Jon D. Adams 111. Jon D. Adams
funds managed
10.7%
112 David Giroux 112. David Giroux
funds managed
10.5%
113 William F. LeFavor 113. William F. LeFavor
funds managed
10.3%
113 Matthew I. Solomon 113. Matthew I. Solomon
funds managed
10.3%
115 Douglas A. Loeffler 115. Douglas A. Loeffler
funds managed
10.3%
116 Alan Gayle 116. Alan Gayle
funds managed
10.3%
117 Denis J. Villere III 117. Denis J. Villere III
funds managed
10.2%
117 Lamar G. Villere 117. Lamar G. Villere
funds managed
10.2%
117 George V. Young 117. George V. Young
funds managed
10.2%
120 Mark Johnson 120. Mark Johnson
funds managed
10.1%
120 J. Luther King Jr. 120. J. Luther King Jr.
funds managed
10.1%
120 Scot C. Hollmann 120. Scot C. Hollmann
funds managed
10.1%
123 Domenic Colasacco 123. Domenic Colasacco
funds managed
9.9%
124 Ryan Schneck 124. Ryan Schneck
funds managed
9.7%
124 James Smigiel 124. James Smigiel
funds managed
9.7%
124 Bryan Hoffman 124. Bryan Hoffman
funds managed
9.7%
127 Todd Jablonski 127. Todd Jablonski
funds managed
9.6%
127 Charlie D. Averill 127. Charlie D. Averill
funds managed
9.6%
129 Stephen Lingard 129. Stephen Lingard
funds managed
9.6%
129 Brooks Ritchey 129. Brooks Ritchey
funds managed
9.6%
129 John Levy 129. John Levy
funds managed
9.6%
132 Anthony Wicklund 132. Anthony Wicklund
funds managed
9.3%
132 Nathan Palmer 132. Nathan Palmer
funds managed
9.3%
134 William H. Apfel 134. William H. Apfel
funds managed
9.3%
135 Adam Petryk 135. Adam Petryk
funds managed
9.3%
135 Ellen Tesler 135. Ellen Tesler
funds managed
9.3%
135 Thomas Picciochi 135. Thomas Picciochi
funds managed
9.3%
138 Blake Todd 138. Blake Todd
funds managed
9.2%
138 Jarrett Perez 138. Jarrett Perez
funds managed
9.2%
140 Mathew Patsky 140. Mathew Patsky
funds managed
9.1%
140 Stephanie Leighton 140. Stephanie Leighton
funds managed
9.1%
140 Cheryl Smith 140. Cheryl Smith
funds managed
9.1%
143 Stephen E. Grant 143. Stephen E. Grant
funds managed
9.0%
143 Jeffrey Geffen 143. Jeffrey Geffen
funds managed
9.0%
143 Liane Rosenberg 143. Liane Rosenberg
funds managed
9.0%
146 Roger C. Hamilton 146. Roger C. Hamilton
funds managed
8.8%
146 Jeffrey N. Given 146. Jeffrey N. Given
funds managed
8.8%
146 Michael J Scanlon, Jr 146. Michael J Scanlon, Jr
funds managed
8.8%
149 Sean Gallagher 149. Sean Gallagher
funds managed
8.7%
149 John Arege 149. John Arege
funds managed
8.7%
149 Deyson Scott 149. Deyson Scott
funds managed
8.7%
149 Karen Guyadeen-Gosine 149. Karen Guyadeen-Gosine
funds managed
8.7%
153 Karen H. Grimes 153. Karen H. Grimes
funds managed
8.4%
154 Christopher H. Brown 154. Christopher H. Brown
funds managed
8.2%
154 Nathan Moser 154. Nathan Moser
funds managed
8.2%
154 Anthony Trzcinka 154. Anthony Trzcinka
funds managed
8.2%
157 Michael E. Stack 157. Michael E. Stack
funds managed
8.0%
158 Douglas Allison 158. Douglas Allison
funds managed
7.9%
158 Mike Breller 158. Mike Breller
funds managed
7.9%
158 Derek Newcomer 158. Derek Newcomer
funds managed
7.9%
161 Kurt Spieler 161. Kurt Spieler
funds managed
7.6%
161 Charles Lauber 161. Charles Lauber
funds managed
7.6%
161 Ronald Horner 161. Ronald Horner
funds managed
7.6%
164 Tom L. Stringfellow 164. Tom L. Stringfellow
funds managed
7.5%
165 David Jajewski 165. David Jajewski
funds managed
7.2%
165 John Williamson 165. John Williamson
funds managed
7.2%
167 Aimee M. Eudy 167. Aimee M. Eudy
funds managed
7.1%
167 Ronald T. Bates 167. Ronald T. Bates
funds managed
7.1%
169 Bernard Scozzafava 169. Bernard Scozzafava
funds managed
7.0%
169 Charles Gaffney 169. Charles Gaffney
funds managed
7.0%
169 Thomas Luster 169. Thomas Luster
funds managed
7.0%
172 Michael Holland 172. Michael Holland
funds managed
7.0%
173 Brian A. Krawez 173. Brian A. Krawez
funds managed
6.8%
174 Matthew A. Hekman 174. Matthew A. Hekman
funds managed
6.7%
175 Ronald L. Kaliebe 175. Ronald L. Kaliebe
funds managed
6.6%
175 Kevin V. Earley 175. Kevin V. Earley
funds managed
6.6%
177 David Ellwood 177. David Ellwood
funds managed
6.5%
177 Scott Love 177. Scott Love
funds managed
6.5%
177 Steven Kellas 177. Steven Kellas
funds managed
6.5%
180 Jingjing Yan 180. Jingjing Yan
funds managed
5.2%
180 Charles Suh 180. Charles Suh
funds managed
5.2%
182 Ronald E. Canakaris 182. Ronald E. Canakaris
funds managed
5.1%
182 Helen M. Donahue 182. Helen M. Donahue
funds managed
5.1%
184 Zoe Brunson 184. Zoe Brunson
funds managed
4.6%
184 Gary Cox 184. Gary Cox
funds managed
4.6%
184 Jerry Chafkin 184. Jerry Chafkin
funds managed
4.6%
187 Stephen J. Fauer 187. Stephen J. Fauer
funds managed
1.9%
188 Nathan J. Rowader 188. Nathan J. Rowader
funds managed
1.6%
Managers with less than 12 months history are below. View 1 month performance
Petros Bocray Petros Bocray
funds managed
Daniel Boncarosky Daniel Boncarosky
funds managed
Justin H Bourgette Justin H Bourgette
funds managed
Raymond Chan Raymond Chan
funds managed
Stephen Dolce Stephen Dolce
funds managed
Michael Dowdall Michael Dowdall
funds managed
Adam H. Illfelder Adam H. Illfelder
funds managed
Joshua B. Kutin Joshua B. Kutin
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 CGM Mutual Fund
Managers
USD

21.1%

9.9

-2.4%

2 Dodge & Cox Balanced Fund USD

16.7%

5.7

-0.3%

3 T Rowe Price Personal Strategy Growth Fund
Managers
USD

16.7%

4.1

-1.4%

4 Wisconsin Plumb Balanced Fund
Managers
USD

16.2%

5.8

-2.2%

5 Franklin Founding Funds Alloc Fund;A
Managers
USD

16.1%

3.2

-0.4%

6 Goldman Sachs Growth Strategy Portfolio;Inst
Managers
USD

15.6%

4.3

-1.6%

7 Chiron Capital Allocation Fund;I
Managers
USD

15.6%

3.1

-0.2%

8 Columbia Capital Allocation Aggressive Port;A
Managers
USD

15.2%

4.5

-2.1%

9 Invesco Equity & Income Fund;A USD

15.0%

5.9

-0.8%

10 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

14.9%

3.8

-1.7%

11 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

14.8%

4.1

-1.8%

12 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

14.7%

3.7

-1.8%

13 Wells Fargo Diversified Cap Bldr Fd;A
Managers
USD

14.7%

4.3

-1.5%

14 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

14.5%

4.4

-1.8%

15 RiverFront Global Allocation Fund;A USD

14.3%

4.4

-1.8%

16 Thrivent Moderately Aggressive Alloc Fund;A USD

14.2%

3.9

-1.6%

17 Franklin Growth Allocation Fund;A
Managers
USD

13.8%

4.4

-1.9%

18 InvestEd Growth Portfolio;A
Managers
USD

13.8%

5.6

-3.0%

19 SA Worldwide Moderate Growth Fund
Managers
USD

13.6%

3.3

-0.8%

20 MainStay Moderate Growth Allocation Fund;A
Managers
USD

13.5%

4.3

-1.6%

20 Davis Appreciation & Income Fund;A
Managers
USD

13.5%

3.0

-0.6%

22 JPMorgan Investor Growth & Income Fund;A USD

13.4%

3.5

-1.2%

23 Ladenburg Aggressive Growth Fund;I
Managers
USD

13.3%

5.1

-2.5%

24 GuideStone Growth Allocation Fund;Inv
Managers
USD

13.2%

3.9

-1.7%

24 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

13.2%

3.5

-1.4%

26 T Rowe Price Balanced Fund
Managers
USD

13.2%

3.8

-1.3%

27 PIMCO Dividend & Income Fund;A
Managers
USD

13.2%

3.2

-0.8%

28 Fidelity Asset Manager 70%
Managers
USD

13.2%

3.8

-1.7%

29 BlackRock Balanced Capital Fund;Institutional
Managers
USD

13.0%

4.0

-0.8%

29 Russell Investments Growth Strategy Fund;E
Managers
USD

13.0%

2.7

-0.9%

31 Oppenheimer Active Allocation Fund;A
Managers
USD

12.9%

4.5

-2.3%

32 Columbia Capital Allocation Moderate Aggr Port;Z
Managers
USD

12.9%

3.8

-1.8%

33 American Century One Choice Port Aggressive;Inv
Managers
USD

12.9%

4.1

-2.0%

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

12.8%

4.0

-1.8%

34 FBP Appreciation & Income Opportunities Fund
Managers
USD

12.8%

6.3

-0.8%

36 E-Valuator Growth RMS Fund;Service
Managers
USD

12.7%

4.5

-2.3%

36 Janus Henderson Adaptive Global Allocation Fund;N
Managers
USD

12.7%

3.8

-1.5%

38 Hartford Growth Allocation Fund;A
Managers
USD

12.7%

4.7

-2.7%

39 American Century Strat Alloc Aggressive Fund;Inv
Managers
USD

12.7%

4.1

-2.0%

40 PSI Strategic Growth Fund;A
Managers
USD

12.6%

4.1

-0.6%

41 American Beacon Balanced Fund;Institutional USD

12.6%

5.0

-0.9%

42 SEI Aggressive Strategy Fund;F
Managers
USD

12.5%

4.0

-1.9%

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

12.2%

3.6

-0.9%

44 JPMorgan Diversified Fund;L
Managers
USD

12.2%

3.6

-1.5%

45 Vanguard STAR Fund;Investor
Managers
USD

12.1%

3.7

-1.8%

46 Invesco Growth Allocation Fund;A
Managers
USD

12.1%

3.7

-1.4%

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

12.0%

3.5

-1.6%

48 American Funds Growth & Income Portfolio;A USD

12.0%

4.4

-2.1%

49 Fidelity Balanced Fund USD

12.0%

4.1

-1.7%

50 QS Moderate Growth Fund;A
Managers
USD

11.9%

4.1

-2.0%

51 Great-West Moderately Aggrv Profile Fund;Inv USD

11.9%

3.7

-1.8%

52 Calvert Moderate Allocation Fund;A
Managers
USD

11.9%

3.1

-1.3%

53 Highland Total Return Fund;A
Managers
USD

11.8%

4.7

-0.9%

54 Praxis Genesis Growth Portfolio;A
Managers
USD

11.7%

3.9

-2.0%

55 Delaware Foundation Growth Allocation Fund;A
Managers
USD

11.6%

3.7

-1.7%

56 MFS Growth Allocation Fund;A
Managers
USD

11.6%

4.4

-2.2%

57 Hartford Checks and Balances Fund;A
Managers
USD

11.5%

3.4

-1.2%

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

11.5%

4.7

-2.1%

59 BNY Mellon Asset Allocation Fund;M USD

11.5%

3.9

-1.8%

59 Fidelity Puritan Fund
Managers
USD

11.5%

4.0

-1.3%

61 USAA Cornerstone Aggressive Fund
Managers
USD

11.4%

3.7

-1.6%

62 Ladenburg Growth Fund;I
Managers
USD

11.3%

4.3

-2.0%

63 Pioneer Solutions - Growth Fund;A
Managers
USD

11.3%

4.0

-1.9%

64 Sit Balanced Fund
Managers
USD

11.3%

4.1

-1.6%

65 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

11.1%

3.5

-1.8%

66 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

11.1%

3.1

-1.5%

67 CornerCap Balanced Fund
Managers
USD

11.1%

5.2

-1.8%

68 Prudential Moderate Allocation Fund;A
Managers
USD

11.1%

3.4

-1.7%

69 Vanguard Wellington Fund;Investor
Managers
USD

10.9%

3.8

-1.3%

70 USAA First Start Growth Fund
Managers
USD

10.8%

3.2

-1.3%

70 Sentinel Balanced Fund;A
Managers
USD

10.8%

3.9

-1.5%

72 BMO Balanced Allocation Fund;R-6
Managers
USD

10.7%

3.4

-1.5%

73 American Funds Balanced Portfolio;A USD

10.7%

3.8

-1.5%

74 Wells Fargo Growth Balanced Fund;Adm USD

10.7%

3.6

-1.7%

75 American Funds American Balanced Fund;A USD

10.6%

3.3

-0.8%

76 T Rowe Price Capital Appreciation Fund
Managers
USD

10.5%

3.6

-1.4%

77 Dreyfus Balanced Opportunity Fund;J USD

10.5%

4.9

-1.2%

78 InvestEd Balanced Portfolio;A
Managers
USD

10.4%

4.2

-1.9%

79 John Hancock Capital Appreciation Value Fund;NAV
Managers
USD

10.4%

3.5

-1.5%

80 New Century Balanced Portfolio
Managers
USD

10.3%

3.5

-1.7%

81 AIG Multi-Asset Allocation Fund;A
Managers
USD

10.3%

3.9

-1.8%

82 Virtus Growth Allocation Strategy Fund;I
Managers
USD

10.3%

4.4

-2.3%

83 Villere Balanced Fund
Managers
USD

10.2%

7.2

-4.2%

84 LKCM Balanced Fund;Institutional
Managers
USD

10.1%

3.4

-1.5%

84 American Century One Choice Port Moderate;Inv
Managers
USD

10.1%

3.5

-1.8%

86 SEI Moderate Strategy Allocation Fund;F
Managers
USD

9.9%

4.7

-2.4%

87 Boston Trust Asset Management Fund
Managers
USD

9.9%

4.8

-2.5%

88 Transamerica Partners Inst Balanced USD

9.8%

3.4

-1.2%

89 Principal SAM Balanced Portfolio;A
Managers
USD

9.6%

3.5

-1.6%

90 Franklin NextStep Growth Fund;A
Managers
USD

9.6%

3.2

-1.4%

91 Columbia Balanced Fund;Z USD

9.5%

3.4

-1.4%

92 State Farm Equity & Bond Fund;Premier USD

9.4%

3.8

-1.7%

93 Federated MDT Balanced;Institutional USD

9.4%

3.9

-1.7%

94 Transamerica Partners Balanced USD

9.3%

3.4

-1.2%

95 Transamerica Multi-Managed Balanced;A USD

9.3%

3.5

-1.4%

96 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

9.3%

3.1

-1.5%

97 Walden Asset Management Fund
Managers
USD

9.3%

4.4

-2.1%

98 Prudential Balanced Fund;Z USD

9.2%

3.6

-1.5%

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

9.2%

5.9

-2.9%

100 New Covenant Balanced Growth Fund
Managers
USD

9.1%

3.1

-1.5%

101 Thrivent Growth and Income Plus Fund;A USD

9.1%

3.8

-2.1%

102 Green Century Balanced Fund;Individual Investor
Managers
USD

9.1%

4.1

-2.2%

103 Value Line Asset Allocation Fund;Investor
Managers
USD

9.0%

4.9

-2.3%

104 John Hancock Balanced Fund;A
Managers
USD

8.8%

3.5

-1.5%

105 UTC North American Fund
Managers
USD

8.7%

5.7

-2.1%

106 Hartford Balanced Fund;A
Managers
USD

8.5%

4.7

-2.8%

107 Hartford Balanced HLS Fd;IA
Managers
USD

8.4%

4.5

-2.6%

108 Pax Balanced Fund;Individual Investor
Managers
USD

8.2%

3.0

-1.3%

109 Calvert Balanced Portfolio;A USD

8.0%

3.8

-2.0%

110 Port Street Institutional Opportunities Fd;Inst
Managers
USD

7.9%

2.8

-1.5%

111 Tributary Balanced Fund;Institutional
Managers
USD

7.6%

4.1

-2.4%

112 Fidelity Global Balanced Fund USD

7.5%

7.0

-6.1%

113 Frost Aggressive Allocation;Investor
Managers
USD

7.5%

3.9

-2.1%

113 MainStay Balanced Fund;I USD

7.5%

3.6

-1.3%

115 Davenport Balanced Income Fund USD

7.4%

3.3

-1.5%

116 1919 Socially Responsive Balanced Fund;B
Managers
USD

7.1%

4.7

-3.1%

117 Eaton Vance Balanced Fund;A
Managers
USD

7.0%

3.5

-2.0%

118 Holland Balanced Fund
Managers
USD

7.0%

4.1

-2.0%

119 Ivy Balanced Fund;A
Managers
USD

6.8%

3.8

-1.9%

120 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

6.8%

4.5

-3.5%

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

6.7%

3.7

-1.9%

122 QS Dynamic Multi-Strategy Fund;A
Managers
USD

6.7%

3.2

-1.6%

123 SEI Conservative Strategy Allocation Fund;F
Managers
USD

6.6%

4.9

-3.0%

124 Mairs & Power Balanced Fund
Managers
USD

6.6%

3.9

-2.3%

125 WesMark Balanced Fund
Managers
USD

6.5%

4.2

-1.7%

126 James Aggressive Allocation Fund USD

5.8%

6.3

-3.3%

127 Pacific Advisors Balanced Fund;A
Managers
USD

5.2%

6.8

-3.2%

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

5.1%

5.2

-5.1%

129 GuidePath Conservative Allocation Fund;Service
Managers
USD

4.6%

4.1

-3.7%

130 1789 Growth and Income Fund;C
Managers
USD

1.9%

4.6

-3.9%

131 PSI Tactical Growth Fund;A
Managers
USD

1.8%

5.1

-5.3%

132 Salient Adaptive Balanced Fund;Institutional
Managers
USD

1.6%

5.1

-5.5%

manager return
Enrique Chang Enrique Chang
funds managed
12.1%
Mark Johnson Mark Johnson
funds managed
10.1%
Tim Bray Tim Bray
funds managed
13.2%
Mark Hamilton Mark Hamilton
funds managed
12.9%
Bernard Scozzafava Bernard Scozzafava
funds managed
7.0%
Margaret Patel Margaret Patel
funds managed
14.7%
J. Luther King Jr. J. Luther King Jr.
funds managed
10.1%
Richard Weiss Richard Weiss
funds managed
11.9%
Christopher C. Davis Christopher C. Davis
funds managed
13.5%
Philip Green Philip Green
funds managed
13.0%
William H. Apfel William H. Apfel
funds managed
9.3%
David Giroux David Giroux
funds managed
10.5%
Stephen E. Grant Stephen E. Grant
funds managed
9.0%
G. Kenneth Heebner G. Kenneth Heebner
funds managed
21.1%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
11.6%
Scott Wilson Scott Wilson
funds managed
11.9%
Bob Miller Bob Miller
funds managed
13.0%
Radu Gabudean Radu Gabudean
funds managed
11.9%
David MacEwen David MacEwen
funds managed
11.9%
Derek B. Bloom Derek B. Bloom
funds managed
11.1%
Hans Erickson Hans Erickson
funds managed
14.8%
Dokyoung Lee Dokyoung Lee
funds managed
12.9%
Thomas Luster Thomas Luster
funds managed
7.0%
John Keogh John Keogh
funds managed
10.9%
John Cunniff John Cunniff
funds managed
14.8%
Todd Jablonski Todd Jablonski
funds managed
9.6%
Jeffrey Knight Jeffrey Knight
funds managed
14.0%
Peter Stournaras Peter Stournaras
funds managed
13.0%
Edward P. Bousa Edward P. Bousa
funds managed
10.9%
Rick Rieder Rick Rieder
funds managed
13.0%
Daniel Ivascyn Daniel Ivascyn
funds managed
13.2%
Keith B. Hembre Keith B. Hembre
funds managed
11.1%
Matt L. Peden Matt L. Peden
funds managed
13.2%
Vishal Khanduja Vishal Khanduja
funds managed
11.9%
Jeffrey N. Given Jeffrey N. Given
funds managed
8.8%
Ryan Schneck Ryan Schneck
funds managed
9.7%
Robert A. Lee Robert A. Lee
funds managed
12.2%
Christian L. Chan Christian L. Chan
funds managed
12.9%
James Smigiel James Smigiel
funds managed
9.7%
Charles M. Shriver Charles M. Shriver
funds managed
14.9%
William F. LeFavor William F. LeFavor
funds managed
10.3%
Nathan Thooft Nathan Thooft
funds managed
13.8%
Kandarp R. Acharya Kandarp R. Acharya
funds managed
12.9%
Jason Vaillancourt Jason Vaillancourt
funds managed
14.5%
Marcelle Daher Marcelle Daher
funds managed
13.8%
Charlie D. Averill Charlie D. Averill
funds managed
9.6%
Dario Castagna Dario Castagna
funds managed
12.0%
Geoff Stein Geoff Stein
funds managed
13.2%
Robert Arnott Robert Arnott
funds managed
13.2%
Nicole Goldberger Nicole Goldberger
funds managed
12.2%
Ashwin G. Alankar Ashwin G. Alankar
funds managed
12.1%
Thomas G. Plumb Thomas G. Plumb
funds managed
16.2%
Dan McNeela Dan McNeela
funds managed
12.0%
Caleb Wong Caleb Wong
funds managed
12.9%
Michael Stout Michael Stout
funds managed
12.0%
Alfred T. Murata Alfred T. Murata
funds managed
13.2%
Anwiti Bahuguna Anwiti Bahuguna
funds managed
14.0%
Thomas E. Quinn Thomas E. Quinn
funds managed
11.1%
Delmar King Delmar King
funds managed
11.7%
Jason Doiron Jason Doiron
funds managed
10.8%
Roger J. Sit Roger J. Sit
funds managed
11.3%
Walter Nejman Walter Nejman
funds managed
12.1%
Jeffrey P. Moeller Jeffrey P. Moeller
funds managed
11.1%
James Fetch James Fetch
funds managed
14.5%
Scot C. Hollmann Scot C. Hollmann
funds managed
10.1%
Bryce A. Doty Bryce A. Doty
funds managed
11.3%
Bob Boyda Bob Boyda
funds managed
13.8%
Robert Kea Robert Kea
funds managed
14.5%
William Coleman William Coleman
funds managed
12.1%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
13.2%
Benjamin Bailey Benjamin Bailey
funds managed
11.7%
J. Cannon Carr Jr J. Cannon Carr Jr
funds managed
11.1%
Ted Lockwood Ted Lockwood
funds managed
11.1%
Joel M. Kallman Joel M. Kallman
funds managed
11.1%
Ronald Horner Ronald Horner
funds managed
7.6%
Blake Todd Blake Todd
funds managed
9.2%
James C. Willis James C. Willis
funds managed
13.2%
Daniel Manion Daniel Manion
funds managed
10.8%
Liane Rosenberg Liane Rosenberg
funds managed
9.0%
Jarrett Perez Jarrett Perez
funds managed
9.2%