rank manager return
1 G. Kenneth Heebner 1. G. Kenneth Heebner
funds managed
23.6%
2 Edward J Tostanoski 2. Edward J Tostanoski
funds managed
17.2%
3 Thomas G. Plumb 3. Thomas G. Plumb
funds managed
17.1%
4 Robert Schoen 4. Robert Schoen
funds managed
16.8%
4 Robert Kea 4. Robert Kea
funds managed
16.8%
4 Jason Vaillancourt 4. Jason Vaillancourt
funds managed
16.8%
4 James Fetch 4. James Fetch
funds managed
16.8%
8 Hans Erickson 8. Hans Erickson
funds managed
16.4%
8 John Cunniff 8. John Cunniff
funds managed
16.4%
10 Jeffrey Knight 10. Jeffrey Knight
funds managed
15.6%
10 Charles M. Shriver 10. Charles M. Shriver
funds managed
15.6%
10 Anwiti Bahuguna 10. Anwiti Bahuguna
funds managed
15.6%
13 Jonathan B. Swaney 13. Jonathan B. Swaney
funds managed
15.1%
13 Poul Kristensen 13. Poul Kristensen
funds managed
15.1%
13 Jae S. Yoon 13. Jae S. Yoon
funds managed
15.1%
13 Amit Soni 13. Amit Soni
funds managed
15.1%
17 James Macey 17. James Macey
funds managed
15.0%
18 Darren M Bagwell 18. Darren M Bagwell
funds managed
14.9%
18 Mark L Simenstad 18. Mark L Simenstad
funds managed
14.9%
18 David C Francis 18. David C Francis
funds managed
14.9%
18 Stephen D Lowe 18. Stephen D Lowe
funds managed
14.9%
18 Kevin Miller 18. Kevin Miller
funds managed
14.9%
23 Marcelle Daher 23. Marcelle Daher
funds managed
14.9%
23 Nathan Thooft 23. Nathan Thooft
funds managed
14.9%
23 Bob Boyda 23. Bob Boyda
funds managed
14.9%
26 Tony Coffey 26. Tony Coffey
funds managed
14.7%
27 Matt Carvalho 27. Matt Carvalho
funds managed
14.6%
27 Sheldon P. McFarland 27. Sheldon P. McFarland
funds managed
14.6%
29 Jeffrey J. Schappe 29. Jeffrey J. Schappe
funds managed
14.5%
29 James C. Willis 29. James C. Willis
funds managed
14.5%
29 Kevin J. Stoll 29. Kevin J. Stoll
funds managed
14.5%
32 Christopher C. Davis 32. Christopher C. Davis
funds managed
14.5%
32 Creston King 32. Creston King
funds managed
14.5%
32 Peter Sackmann 32. Peter Sackmann
funds managed
14.5%
35 John O'Toole 35. John O'Toole
funds managed
14.4%
35 Salvatore Buono 35. Salvatore Buono
funds managed
14.4%
35 Paul Weber 35. Paul Weber
funds managed
14.4%
38 Alfred T. Murata 38. Alfred T. Murata
funds managed
14.1%
38 Daniel Ivascyn 38. Daniel Ivascyn
funds managed
14.1%
38 Robert Arnott 38. Robert Arnott
funds managed
14.1%
38 Christopher Brightman 38. Christopher Brightman
funds managed
14.1%
42 Geoff Stein 42. Geoff Stein
funds managed
14.0%
43 Duy Nguyen 43. Duy Nguyen
funds managed
14.0%
43 Jacob Borbidge 43. Jacob Borbidge
funds managed
14.0%
45 Philip Blancato 45. Philip Blancato
funds managed
14.0%
46 Cynthia P. Prince-Fox 46. Cynthia P. Prince-Fox
funds managed
13.9%
46 Chace Brundige 46. Chace Brundige
funds managed
13.9%
46 Aaron Young 46. Aaron Young
funds managed
13.9%
49 Enrique Chang 49. Enrique Chang
funds managed
13.8%
49 Ashwin G. Alankar 49. Ashwin G. Alankar
funds managed
13.8%
51 Mark Hamilton 51. Mark Hamilton
funds managed
13.8%
51 Dokyoung Lee 51. Dokyoung Lee
funds managed
13.8%
51 Caleb Wong 51. Caleb Wong
funds managed
13.8%
54 Harley Lank 54. Harley Lank
funds managed
13.8%
54 Ramin Arani 54. Ramin Arani
funds managed
13.8%
54 Michael Plage 54. Michael Plage
funds managed
13.8%
57 Tim Bray 57. Tim Bray
funds managed
13.7%
57 Robert J. Benson 57. Robert J. Benson
funds managed
13.7%
57 Matt L. Peden 57. Matt L. Peden
funds managed
13.7%
60 Kandarp R. Acharya 60. Kandarp R. Acharya
funds managed
13.7%
60 Christian L. Chan 60. Christian L. Chan
funds managed
13.7%
60 Petros Bocray 60. Petros Bocray
funds managed
13.7%
63 Margaret Patel 63. Margaret Patel
funds managed
13.6%
64 Michael Schoenhaut 64. Michael Schoenhaut
funds managed
13.6%
64 Nicole Goldberger 64. Nicole Goldberger
funds managed
13.6%
64 John Speer 64. John Speer
funds managed
13.6%
67 Rob Balkema 67. Rob Balkema
funds managed
13.5%
67 Brian Meath 67. Brian Meath
funds managed
13.5%
69 Benjamin Bailey 69. Benjamin Bailey
funds managed
13.4%
69 Delmar King 69. Delmar King
funds managed
13.4%
71 Richard Weiss 71. Richard Weiss
funds managed
13.3%
71 Radu Gabudean 71. Radu Gabudean
funds managed
13.3%
71 David MacEwen 71. David MacEwen
funds managed
13.3%
71 Scott Wilson 71. Scott Wilson
funds managed
13.3%
75 William Coleman 75. William Coleman
funds managed
13.3%
75 Walter Nejman 75. Walter Nejman
funds managed
13.3%
77 Sharon Hill 77. Sharon Hill
funds managed
13.3%
78 Edward P. Bousa 78. Edward P. Bousa
funds managed
13.3%
78 John Keogh 78. John Keogh
funds managed
13.3%
80 John T. Bruce 80. John T. Bruce
funds managed
13.2%
81 Vernon J. Meyer 81. Vernon J. Meyer
funds managed
13.2%
81 Allison Mortensen 81. Allison Mortensen
funds managed
13.2%
83 Joseph Flaherty, Jr 83. Joseph Flaherty, Jr
funds managed
13.1%
84 Jeffrey P. Moeller 84. Jeffrey P. Moeller
funds managed
13.1%
84 Thomas E. Quinn 84. Thomas E. Quinn
funds managed
13.1%
84 J. Cannon Carr Jr 84. J. Cannon Carr Jr
funds managed
13.1%
87 Thomas Nelson 87. Thomas Nelson
funds managed
13.0%
88 Ted Lockwood 88. Ted Lockwood
funds managed
13.0%
88 Joel M. Kallman 88. Joel M. Kallman
funds managed
13.0%
90 Adam Petryk 90. Adam Petryk
funds managed
13.0%
90 Thomas Picciochi 90. Thomas Picciochi
funds managed
13.0%
90 Ellen Tesler 90. Ellen Tesler
funds managed
13.0%
93 Bryce A. Doty 93. Bryce A. Doty
funds managed
12.8%
93 Ronald D. Sit 93. Ronald D. Sit
funds managed
12.8%
93 Roger J. Sit 93. Roger J. Sit
funds managed
12.8%
96 Vishal Khanduja 96. Vishal Khanduja
funds managed
12.6%
97 Derek B. Bloom 97. Derek B. Bloom
funds managed
12.5%
97 Keith B. Hembre 97. Keith B. Hembre
funds managed
12.5%
99 Michael Stout 99. Michael Stout
funds managed
12.4%
99 Dan McNeela 99. Dan McNeela
funds managed
12.4%
99 Dario Castagna 99. Dario Castagna
funds managed
12.4%
102 Wasif A. Latif 102. Wasif A. Latif
funds managed
12.4%
102 Arnold J. Espe 102. Arnold J. Espe
funds managed
12.4%
102 Lance Humphrey 102. Lance Humphrey
funds managed
12.4%
105 John P. Toohey 105. John P. Toohey
funds managed
12.2%
106 Jason Doiron 106. Jason Doiron
funds managed
12.2%
106 Daniel Manion 106. Daniel Manion
funds managed
12.2%
108 David Giroux 108. David Giroux
funds managed
12.1%
109 Robert A. Lee 109. Robert A. Lee
funds managed
12.0%
109 Giulio Martin 109. Giulio Martin
funds managed
12.0%
111 Eric Speron 111. Eric Speron
funds managed
11.9%
111 Jim Garrison 111. Jim Garrison
funds managed
11.9%
111 John Hakopian 111. John Hakopian
funds managed
11.9%
114 Brian Ellis 114. Brian Ellis
funds managed
11.8%
115 Jon D. Adams 115. Jon D. Adams
funds managed
11.8%
116 Aimee M. Eudy 116. Aimee M. Eudy
funds managed
11.7%
116 Ronald T. Bates 116. Ronald T. Bates
funds managed
11.7%
118 Douglas A. Loeffler 118. Douglas A. Loeffler
funds managed
11.5%
119 Domenic Colasacco 119. Domenic Colasacco
funds managed
11.5%
120 Ryan Schneck 120. Ryan Schneck
funds managed
11.2%
120 James Smigiel 120. James Smigiel
funds managed
11.2%
120 Bryan Hoffman 120. Bryan Hoffman
funds managed
11.2%
123 Stephen Lingard 123. Stephen Lingard
funds managed
11.1%
123 Brooks Ritchey 123. Brooks Ritchey
funds managed
11.1%
123 John Levy 123. John Levy
funds managed
11.1%
126 Mark Johnson 126. Mark Johnson
funds managed
11.1%
126 J. Luther King Jr. 126. J. Luther King Jr.
funds managed
11.1%
126 Scot C. Hollmann 126. Scot C. Hollmann
funds managed
11.1%
129 Todd Jablonski 129. Todd Jablonski
funds managed
11.0%
129 Charlie D. Averill 129. Charlie D. Averill
funds managed
11.0%
131 Karen H. Grimes 131. Karen H. Grimes
funds managed
10.7%
132 William H. Apfel 132. William H. Apfel
funds managed
10.6%
133 Michael E. Stack 133. Michael E. Stack
funds managed
10.6%
134 Nathan Palmer 134. Nathan Palmer
funds managed
10.3%
134 Anthony Wicklund 134. Anthony Wicklund
funds managed
10.3%
136 Roger C. Hamilton 136. Roger C. Hamilton
funds managed
10.2%
136 Jeffrey N. Given 136. Jeffrey N. Given
funds managed
10.2%
136 Michael J Scanlon, Jr 136. Michael J Scanlon, Jr
funds managed
10.2%
139 Stephen E. Grant 139. Stephen E. Grant
funds managed
10.1%
139 Liane Rosenberg 139. Liane Rosenberg
funds managed
10.1%
139 Jeffrey Geffen 139. Jeffrey Geffen
funds managed
10.1%
142 David Ellwood 142. David Ellwood
funds managed
10.1%
142 Steven Kellas 142. Steven Kellas
funds managed
10.1%
142 Scott Love 142. Scott Love
funds managed
10.1%
145 Blake Todd 145. Blake Todd
funds managed
10.0%
145 Jarrett Perez 145. Jarrett Perez
funds managed
10.0%
147 Ronald Horner 147. Ronald Horner
funds managed
9.9%
147 Charles Lauber 147. Charles Lauber
funds managed
9.9%
147 Kurt Spieler 147. Kurt Spieler
funds managed
9.9%
147 Stephen Dolce 147. Stephen Dolce
funds managed
9.9%
151 Mathew Patsky 151. Mathew Patsky
funds managed
9.9%
151 Stephanie Leighton 151. Stephanie Leighton
funds managed
9.9%
151 Cheryl Smith 151. Cheryl Smith
funds managed
9.9%
154 William F. LeFavor 154. William F. LeFavor
funds managed
9.8%
154 Matthew I. Solomon 154. Matthew I. Solomon
funds managed
9.8%
156 Douglas Allison 156. Douglas Allison
funds managed
9.1%
156 Mike Breller 156. Mike Breller
funds managed
9.1%
156 Derek Newcomer 156. Derek Newcomer
funds managed
9.1%
159 Sean Gallagher 159. Sean Gallagher
funds managed
9.1%
159 John Arege 159. John Arege
funds managed
9.1%
159 Karen Guyadeen-Gosine 159. Karen Guyadeen-Gosine
funds managed
9.1%
159 Deyson Scott 159. Deyson Scott
funds managed
9.1%
163 Kevin V. Earley 163. Kevin V. Earley
funds managed
9.0%
163 Tom L. Stringfellow 163. Tom L. Stringfellow
funds managed
9.0%
163 Ronald L. Kaliebe 163. Ronald L. Kaliebe
funds managed
9.0%
166 David Jajewski 166. David Jajewski
funds managed
9.0%
166 John Williamson 166. John Williamson
funds managed
9.0%
168 Charles Gaffney 168. Charles Gaffney
funds managed
8.9%
169 Christopher H. Brown 169. Christopher H. Brown
funds managed
8.8%
169 Nathan Moser 169. Nathan Moser
funds managed
8.8%
169 Anthony Trzcinka 169. Anthony Trzcinka
funds managed
8.8%
172 Michael Holland 172. Michael Holland
funds managed
8.2%
173 Ronald E. Canakaris 173. Ronald E. Canakaris
funds managed
7.9%
173 Helen M. Donahue 173. Helen M. Donahue
funds managed
7.9%
175 Jingjing Yan 175. Jingjing Yan
funds managed
7.6%
175 Charles Suh 175. Charles Suh
funds managed
7.6%
177 Brian A. Krawez 177. Brian A. Krawez
funds managed
6.9%
178 Matthew A. Hekman 178. Matthew A. Hekman
funds managed
6.8%
179 Lamar G. Villere 179. Lamar G. Villere
funds managed
6.5%
179 George V. Young 179. George V. Young
funds managed
6.5%
179 Denis J. Villere III 179. Denis J. Villere III
funds managed
6.5%
182 Gary Cox 182. Gary Cox
funds managed
6.0%
182 Jerry Chafkin 182. Jerry Chafkin
funds managed
6.0%
182 Zoe Brunson 182. Zoe Brunson
funds managed
6.0%
185 Nathan J. Rowader 185. Nathan J. Rowader
funds managed
4.0%
186 Stephen J. Fauer 186. Stephen J. Fauer
funds managed
3.5%
Managers with less than 12 months history are below. View 1 month performance
Peter Batchelar Peter Batchelar
funds managed
Daniel Boncarosky Daniel Boncarosky
funds managed
Justin H Bourgette Justin H Bourgette
funds managed
Raymond Chan Raymond Chan
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
Thomas Wagner Thomas Wagner
funds managed
Lisa A. Welch Lisa A. Welch
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 CGM Mutual Fund
Managers
USD

23.6%

9.5

-2.4%

2 T Rowe Price Personal Strategy Growth Fund
Managers
USD

17.4%

4.0

-1.4%

3 Goldman Sachs Growth Strategy Portfolio;Inst
Managers
USD

17.2%

4.2

-1.6%

4 Wisconsin Plumb Balanced Fund
Managers
USD

17.1%

5.5

-2.2%

5 Columbia Capital Allocation Aggressive Port;A
Managers
USD

16.9%

4.3

-2.1%

6 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

16.8%

4.3

-1.8%

7 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

16.4%

4.1

-1.8%

8 Dodge & Cox Balanced Fund USD

16.1%

6.1

-0.6%

9 InvestEd Growth Portfolio;A
Managers
USD

15.9%

5.5

-3.0%

10 RiverFront Global Allocation Fund;A USD

15.8%

4.3

-1.8%

11 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

15.6%

4.1

-1.8%

12 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

15.5%

3.9

-1.7%

13 Ladenburg Aggressive Growth Fund;I
Managers
USD

15.1%

5.0

-2.5%

14 MainStay Moderate Growth Allocation Fund;A
Managers
USD

15.1%

4.5

-1.6%

15 Franklin Growth Allocation Fund;A
Managers
USD

15.0%

4.3

-1.9%

16 E-Valuator Growth RMS Fund;Service
Managers
USD

14.9%

4.6

-2.3%

16 Thrivent Moderately Aggressive Alloc Fund;A
Managers
USD

14.9%

4.1

-1.6%

18 BlackRock Balanced Capital Fund;Institutional USD

14.8%

3.9

-0.8%

19 SA Worldwide Moderate Growth Fund
Managers
USD

14.6%

3.5

-0.8%

20 Invesco Equity & Income Fund;A USD

14.5%

6.3

-0.8%

21 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

14.5%

3.5

-1.4%

22 Davis Appreciation & Income Fund;A
Managers
USD

14.5%

3.5

-0.7%

23 Franklin Founding Funds Alloc Fund;A
Managers
USD

14.4%

4.5

-1.7%

24 American Century One Choice Port Aggressive;Inv
Managers
USD

14.4%

4.1

-2.0%

25 Pioneer Solutions - Growth Fund;A
Managers
USD

14.4%

4.1

-1.9%

26 JPMorgan Investor Growth & Income Fund;A USD

14.3%

3.5

-1.2%

27 Columbia Capital Allocation Moderate Aggr Port;Z
Managers
USD

14.3%

3.7

-1.8%

28 Janus Henderson Adaptive Global Allocation Fund;N
Managers
USD

14.3%

3.7

-1.5%

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

14.2%

4.0

-1.8%

30 American Century Strat Alloc Aggressive Fund;Inv
Managers
USD

14.2%

4.1

-2.0%

31 PIMCO Dividend & Income Fund;A
Managers
USD

14.1%

3.5

-0.8%

32 Fidelity Asset Manager 70%
Managers
USD

14.0%

3.8

-1.7%

33 Invesco Growth Allocation Fund;A
Managers
USD

14.0%

3.6

-1.4%

34 PSI Strategic Growth Fund;A
Managers
USD

14.0%

4.0

-0.6%

35 Hartford Growth Allocation Fund;A
Managers
USD

13.9%

4.8

-2.7%

36 T Rowe Price Balanced Fund
Managers
USD

13.8%

3.7

-1.3%

37 Oppenheimer Active Allocation Fund;A
Managers
USD

13.8%

4.4

-2.3%

38 Fidelity Puritan Fund
Managers
USD

13.8%

3.8

-1.3%

39 GuideStone Growth Allocation Fund;Inv
Managers
USD

13.7%

3.9

-1.7%

40 American Beacon Balanced Fund;Institutional USD

13.7%

5.5

-0.9%

41 Wells Fargo Diversified Cap Bldr Fd;A
Managers
USD

13.6%

4.4

-1.5%

42 JPMorgan Diversified Fund;L
Managers
USD

13.6%

3.6

-1.5%

42 SEI Aggressive Strategy Fund;F
Managers
USD

13.6%

4.1

-1.9%

44 Russell Investments Growth Strategy Fund;E
Managers
USD

13.5%

3.0

-0.9%

45 BNY Mellon Asset Allocation Fund;M USD

13.5%

3.8

-1.8%

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

13.4%

4.5

-2.1%

47 American Funds Growth & Income Portfolio;A USD

13.4%

4.4

-2.1%

48 Praxis Genesis Growth Portfolio;A
Managers
USD

13.4%

4.2

-2.0%

49 Vanguard STAR Fund;Investor
Managers
USD

13.3%

3.8

-1.8%

50 Delaware Foundation Growth Allocation Fund;A
Managers
USD

13.3%

3.9

-1.7%

51 Vanguard Wellington Fund;Investor
Managers
USD

13.3%

3.8

-1.2%

52 Fidelity Balanced Fund USD

13.2%

4.1

-1.7%

52 FBP Appreciation & Income Opportunities Fund
Managers
USD

13.2%

6.8

-1.2%

54 MFS Growth Allocation Fund;A
Managers
USD

13.1%

4.4

-2.2%

55 CornerCap Balanced Fund
Managers
USD

13.1%

5.6

-1.4%

56 Prudential Moderate Allocation Fund;A
Managers
USD

13.0%

3.4

-1.7%

57 QS Moderate Growth Fund;A
Managers
USD

13.0%

4.1

-2.0%

58 Great-West Moderately Aggrv Profile Fund;Inv USD

12.9%

3.8

-1.8%

59 Calvert Moderate Allocation Fund;A
Managers
USD

12.9%

3.1

-1.3%

60 USAA Cornerstone Aggressive Fund
Managers
USD

12.8%

3.6

-1.6%

61 Ladenburg Growth Fund;I
Managers
USD

12.8%

4.2

-2.0%

62 Sit Balanced Fund
Managers
USD

12.8%

3.9

-1.5%

63 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

12.5%

3.6

-1.8%

64 American Funds American Balanced Fund;A USD

12.5%

3.0

-0.8%

64 Hartford Checks and Balances Fund;A
Managers
USD

12.5%

3.5

-1.2%

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

12.4%

3.6

-1.6%

67 Wells Fargo Growth Balanced Fund;Adm USD

12.3%

3.6

-1.7%

68 T Rowe Price Capital Appreciation Fund
Managers
USD

12.2%

3.4

-1.4%

69 Virtus Growth Allocation Strategy Fund;I
Managers
USD

12.2%

4.1

-2.1%

70 Sentinel Balanced Fund;A
Managers
USD

12.2%

3.8

-1.3%

71 American Funds Balanced Portfolio;A USD

12.1%

3.7

-1.5%

72 John Hancock Capital Appreciation Value Fund;NAV
Managers
USD

12.1%

3.4

-1.5%

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

12.0%

4.2

-0.9%

74 InvestEd Balanced Portfolio;A
Managers
USD

11.9%

4.2

-1.9%

75 USAA First Start Growth Fund
Managers
USD

11.9%

3.1

-1.3%

76 Highland Total Return Fund;A
Managers
USD

11.9%

4.8

-0.9%

76 SEI Moderate Strategy Allocation Fund;F
Managers
USD

11.9%

4.5

-1.8%

78 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

11.8%

3.3

-1.5%

79 BMO Balanced Allocation Fund;R-6
Managers
USD

11.8%

3.3

-1.5%

80 1919 Socially Responsive Balanced Fund;B
Managers
USD

11.7%

4.4

-1.9%

81 State Farm Equity & Bond Fund;Premier USD

11.6%

3.7

-1.6%

82 AIG Multi-Asset Allocation Fund;A
Managers
USD

11.5%

4.1

-1.8%

83 Federated MDT Balanced;Institutional USD

11.5%

4.1

-1.7%

84 Boston Trust Asset Management Fund
Managers
USD

11.5%

4.7

-2.3%

85 Dreyfus Balanced Opportunity Fund;J USD

11.4%

4.9

-1.1%

86 American Century One Choice Port Moderate;Inv
Managers
USD

11.4%

3.5

-1.8%

87 Prudential Balanced Fund;Z USD

11.3%

3.6

-1.5%

88 Franklin NextStep Growth Fund;A
Managers
USD

11.1%

3.3

-1.4%

89 Transamerica Multi-Managed Balanced;A USD

11.1%

3.2

-1.2%

90 LKCM Balanced Fund;Institutional
Managers
USD

11.1%

3.5

-1.5%

91 Principal SAM Balanced Portfolio;A
Managers
USD

11.0%

3.5

-1.6%

92 Transamerica Balanced II;R USD

10.8%

3.2

-1.2%

93 Hartford Balanced Fund;A
Managers
USD

10.7%

4.5

-2.2%

93 Columbia Balanced Fund;Z USD

10.7%

3.2

-1.4%

93 Hartford Balanced HLS Fd;IA
Managers
USD

10.7%

4.4

-2.1%

96 Walden Asset Management Fund
Managers
USD

10.6%

4.4

-1.9%

97 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

10.3%

3.1

-1.5%

98 John Hancock Balanced Fund;A
Managers
USD

10.2%

3.5

-1.5%

99 Value Line Asset Allocation Fund;Investor
Managers
USD

10.1%

4.9

-1.9%

100 WesMark Balanced Fund
Managers
USD

10.1%

4.3

-1.3%

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

10.0%

6.7

-2.9%

102 Tributary Balanced Fund;Institutional
Managers
USD

9.9%

3.8

-1.8%

102 New Covenant Balanced Growth Fund
Managers
USD

9.9%

3.2

-1.5%

104 Green Century Balanced Fund;Individual Investor
Managers
USD

9.9%

4.1

-1.9%

105 New Century Balanced Portfolio
Managers
USD

9.8%

3.6

-1.7%

106 Thrivent Growth and Income Plus Fund;A USD

9.3%

3.9

-2.1%

107 Davenport Balanced Income Fund USD

9.2%

3.4

-1.0%

108 James Aggressive Allocation Fund USD

9.2%

6.7

-2.4%

109 Port Street Institutional Opportunities Fd;Inst
Managers
USD

9.1%

2.7

-1.2%

110 UTC North American Fund
Managers
USD

9.1%

6.4

-2.0%

111 Frost Aggressive Allocation;Investor
Managers
USD

9.0%

3.9

-2.1%

111 Mairs & Power Balanced Fund
Managers
USD

9.0%

4.2

-1.8%

113 Eaton Vance Balanced Fund;A
Managers
USD

8.9%

3.2

-1.4%

114 Pax Balanced Fund;Individual Investor
Managers
USD

8.8%

3.0

-1.3%

115 Calvert Balanced Portfolio;A USD

8.5%

3.7

-2.0%

116 MainStay Balanced Fund;I USD

8.4%

3.6

-1.3%

117 SEI Conservative Strategy Allocation Fund;F
Managers
USD

8.3%

4.7

-1.8%

118 Holland Balanced Fund
Managers
USD

8.2%

4.1

-1.2%

119 Fidelity Global Balanced Fund USD

8.2%

6.9

-6.1%

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

7.9%

4.8

-3.3%

121 Pacific Advisors Balanced Fund;A
Managers
USD

7.6%

8.8

-3.1%

122 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

6.9%

4.8

-2.9%

123 Ivy Balanced Fund;A
Managers
USD

6.8%

4.5

-1.9%

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

6.8%

4.4

-1.9%

125 Villere Balanced Fund
Managers
USD

6.5%

8.6

-4.2%

126 GuidePath Conservative Allocation Fund;Service
Managers
USD

6.0%

4.1

-3.6%

127 PSI Tactical Growth Fund;A
Managers
USD

4.0%

5.1

-4.7%

128 Salient Adaptive Balanced Fund;Institutional
Managers
USD

4.0%

5.0

-4.7%

129 1789 Growth and Income Fund;C
Managers
USD

3.5%

4.8

-2.0%

manager return
Mark Johnson Mark Johnson
funds managed
11.1%
Enrique Chang Enrique Chang
funds managed
13.8%
Margaret Patel Margaret Patel
funds managed
13.6%
Tim Bray Tim Bray
funds managed
13.7%
Christopher C. Davis Christopher C. Davis
funds managed
14.5%
Richard Weiss Richard Weiss
funds managed
13.3%
G. Kenneth Heebner G. Kenneth Heebner
funds managed
23.6%
J. Luther King Jr. J. Luther King Jr.
funds managed
11.1%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
13.1%
William H. Apfel William H. Apfel
funds managed
10.6%
Jeffrey Knight Jeffrey Knight
funds managed
15.6%
Todd Jablonski Todd Jablonski
funds managed
11.0%
Edward P. Bousa Edward P. Bousa
funds managed
13.3%
David Giroux David Giroux
funds managed
12.1%
Radu Gabudean Radu Gabudean
funds managed
13.3%
Geoff Stein Geoff Stein
funds managed
14.0%
John Keogh John Keogh
funds managed
13.3%
Michael Stout Michael Stout
funds managed
12.4%
Mark L Simenstad Mark L Simenstad
funds managed
14.9%
David C Francis David C Francis
funds managed
14.9%
Alfred T. Murata Alfred T. Murata
funds managed
14.1%
Hans Erickson Hans Erickson
funds managed
16.4%
John Cunniff John Cunniff
funds managed
16.4%
Ashwin G. Alankar Ashwin G. Alankar
funds managed
13.8%
Ryan Schneck Ryan Schneck
funds managed
11.2%
James Smigiel James Smigiel
funds managed
11.2%
Jeffrey N. Given Jeffrey N. Given
funds managed
10.2%
David MacEwen David MacEwen
funds managed
13.3%
Jeffrey P. Moeller Jeffrey P. Moeller
funds managed
13.1%
Scott Wilson Scott Wilson
funds managed
13.3%
Vishal Khanduja Vishal Khanduja
funds managed
12.6%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
14.5%
James C. Willis James C. Willis
funds managed
14.5%
Nicole Goldberger Nicole Goldberger
funds managed
13.6%
Robert A. Lee Robert A. Lee
funds managed
12.0%
Charles M. Shriver Charles M. Shriver
funds managed
15.6%
Charlie D. Averill Charlie D. Averill
funds managed
11.0%
Robert Kea Robert Kea
funds managed
16.8%
Jason Vaillancourt Jason Vaillancourt
funds managed
16.8%
Stephen D Lowe Stephen D Lowe
funds managed
14.9%
Daniel Ivascyn Daniel Ivascyn
funds managed
14.1%
Thomas G. Plumb Thomas G. Plumb
funds managed
17.1%
James Fetch James Fetch
funds managed
16.8%
Thomas E. Quinn Thomas E. Quinn
funds managed
13.1%
Ronald Horner Ronald Horner
funds managed
9.9%
Scot C. Hollmann Scot C. Hollmann
funds managed
11.1%
Benjamin Bailey Benjamin Bailey
funds managed
13.4%
Delmar King Delmar King
funds managed
13.4%
Bryce A. Doty Bryce A. Doty
funds managed
12.8%
Dan McNeela Dan McNeela
funds managed
12.4%
Dario Castagna Dario Castagna
funds managed
12.4%
Daniel Manion Daniel Manion
funds managed
12.2%
Liane Rosenberg Liane Rosenberg
funds managed
10.1%
William Coleman William Coleman
funds managed
13.3%
Walter Nejman Walter Nejman
funds managed
13.3%
Blake Todd Blake Todd
funds managed
10.0%
Anwiti Bahuguna Anwiti Bahuguna
funds managed
15.6%
Matt L. Peden Matt L. Peden
funds managed
13.7%
J. Cannon Carr Jr J. Cannon Carr Jr
funds managed
13.1%
Ted Lockwood Ted Lockwood
funds managed
13.0%
Joel M. Kallman Joel M. Kallman
funds managed
13.0%
Jarrett Perez Jarrett Perez
funds managed
10.0%