;
rank manager return
1 Margaret Patel 1. Margaret Patel
funds managed
21.2%
2 G. Kenneth Heebner 2. G. Kenneth Heebner
funds managed
16.6%
3 Nathan M. Plumb 3. Nathan M. Plumb
funds managed
15.6%
3 Thomas G. Plumb 3. Thomas G. Plumb
funds managed
15.6%
5 Robert Schoen 5. Robert Schoen
funds managed
15.1%
5 Jason Vaillancourt 5. Jason Vaillancourt
funds managed
15.1%
5 James Fetch 5. James Fetch
funds managed
15.1%
5 Robert Kea 5. Robert Kea
funds managed
15.1%
9 Grant Sarris 9. Grant Sarris
funds managed
14.8%
9 Brian Cho 9. Brian Cho
funds managed
14.8%
9 Ryan Caldwell 9. Ryan Caldwell
funds managed
14.8%
12 Philip Green 12. Philip Green
funds managed
14.5%
12 Bob Miller 12. Bob Miller
funds managed
14.5%
12 Rick Rieder 12. Rick Rieder
funds managed
14.5%
12 Peter Stournaras 12. Peter Stournaras
funds managed
14.5%
16 Philip Blancato 16. Philip Blancato
funds managed
14.4%
17 John Cunniff 17. John Cunniff
funds managed
14.4%
17 Hans Erickson 17. Hans Erickson
funds managed
14.4%
19 John Hakopian 19. John Hakopian
funds managed
14.3%
19 Eric Speron 19. Eric Speron
funds managed
14.3%
19 Jim Garrison 19. Jim Garrison
funds managed
14.3%
22 Blake Todd 22. Blake Todd
funds managed
14.3%
22 Jarrett Perez 22. Jarrett Perez
funds managed
14.3%
24 Robert A. Lee 24. Robert A. Lee
funds managed
14.2%
24 Giulio Martin 24. Giulio Martin
funds managed
14.2%
26 Tony Coffey 26. Tony Coffey
funds managed
14.2%
27 Nathan Thooft 27. Nathan Thooft
funds managed
13.9%
27 Marcelle Daher 27. Marcelle Daher
funds managed
13.9%
27 Bob Boyda 27. Bob Boyda
funds managed
13.9%
30 John T. Bruce 30. John T. Bruce
funds managed
13.6%
31 William Fallon 31. William Fallon
funds managed
13.6%
31 James Park 31. James Park
funds managed
13.6%
31 Nicholas Chan 31. Nicholas Chan
funds managed
13.6%
31 Edward J Tostanoski 31. Edward J Tostanoski
funds managed
13.6%
35 Charles M. Shriver 35. Charles M. Shriver
funds managed
13.6%
36 Poul Kristensen 36. Poul Kristensen
funds managed
13.6%
36 Jae S. Yoon 36. Jae S. Yoon
funds managed
13.6%
36 Jonathan B. Swaney 36. Jonathan B. Swaney
funds managed
13.6%
36 Amit Soni 36. Amit Soni
funds managed
13.6%
40 Rob Balkema 40. Rob Balkema
funds managed
13.5%
40 Brian Meath 40. Brian Meath
funds managed
13.5%
42 Nicholas D'Eramo 42. Nicholas D'Eramo
funds managed
13.3%
42 Ove Fladberg 42. Ove Fladberg
funds managed
13.3%
42 Michael Loeffler 42. Michael Loeffler
funds managed
13.3%
45 Geoff Stein 45. Geoff Stein
funds managed
13.3%
46 Sheldon P. McFarland 46. Sheldon P. McFarland
funds managed
13.1%
46 Matt Carvalho 46. Matt Carvalho
funds managed
13.1%
48 Mark Hamilton 48. Mark Hamilton
funds managed
13.0%
48 Dokyoung Lee 48. Dokyoung Lee
funds managed
13.0%
48 Caleb Wong 48. Caleb Wong
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 James Macey 53. James Macey
funds managed
12.7%
54 Harley Lank 54. Harley Lank
funds managed
12.3%
54 Ramin Arani 54. Ramin Arani
funds managed
12.3%
54 Michael Plage 54. Michael Plage
funds managed
12.3%
57 Christopher A. Staples 57. Christopher A. Staples
funds managed
12.2%
57 Kane Cotton 57. Kane Cotton
funds managed
12.2%
59 Duy Nguyen 59. Duy Nguyen
funds managed
12.2%
59 Benjamin Bailey 59. Benjamin Bailey
funds managed
12.2%
59 Jacob Borbidge 59. Jacob Borbidge
funds managed
12.2%
59 Delmar King 59. Delmar King
funds managed
12.2%
63 Michael Stout 63. Michael Stout
funds managed
12.1%
63 Dan McNeela 63. Dan McNeela
funds managed
12.1%
63 Dario Castagna 63. Dario Castagna
funds managed
12.1%
66 David Giroux 66. David Giroux
funds managed
12.1%
67 Mark Johnson 67. Mark Johnson
funds managed
12.1%
67 J. Luther King Jr. 67. J. Luther King Jr.
funds managed
12.1%
67 Scot C. Hollmann 67. Scot C. Hollmann
funds managed
12.1%
70 Kandarp R. Acharya 70. Kandarp R. Acharya
funds managed
12.0%
70 Christian L. Chan 70. Christian L. Chan
funds managed
12.0%
72 Vernon J. Meyer 72. Vernon J. Meyer
funds managed
12.0%
72 Allison Mortensen 72. Allison Mortensen
funds managed
12.0%
74 Tim Bray 74. Tim Bray
funds managed
11.9%
74 Joseph Flaherty, Jr 74. Joseph Flaherty, Jr
funds managed
11.9%
74 Matt L. Peden 74. Matt L. Peden
funds managed
11.9%
74 Robert J. Benson 74. Robert J. Benson
funds managed
11.9%
78 Edward P. Bousa 78. Edward P. Bousa
funds managed
11.9%
78 John Keogh 78. John Keogh
funds managed
11.9%
80 Douglas A. Loeffler 80. Douglas A. Loeffler
funds managed
11.9%
81 Michael Schoenhaut 81. Michael Schoenhaut
funds managed
11.8%
81 Nicole Goldberger 81. Nicole Goldberger
funds managed
11.8%
81 John Speer 81. John Speer
funds managed
11.8%
84 Sharon Hill 84. Sharon Hill
funds managed
11.7%
85 William Coleman 85. William Coleman
funds managed
11.7%
85 Walter Nejman 85. Walter Nejman
funds managed
11.7%
87 Jon D. Adams 87. Jon D. Adams
funds managed
11.7%
87 Lowell Yura 87. Lowell Yura
funds managed
11.7%
89 James C. Willis 89. James C. Willis
funds managed
11.6%
89 Jeffrey J. Schappe 89. Jeffrey J. Schappe
funds managed
11.6%
89 Kevin J. Stoll 89. Kevin J. Stoll
funds managed
11.6%
92 Keith Stransky 92. Keith Stransky
funds managed
11.5%
93 John Arege 93. John Arege
funds managed
11.5%
93 Sean Gallagher 93. Sean Gallagher
funds managed
11.5%
93 Deyson Scott 93. Deyson Scott
funds managed
11.5%
93 Karen Guyadeen-Gosine 93. Karen Guyadeen-Gosine
funds managed
11.5%
97 Roger C. Hamilton 97. Roger C. Hamilton
funds managed
11.5%
97 Jeffrey N. Given 97. Jeffrey N. Given
funds managed
11.5%
97 Rayman Bovell 97. Rayman Bovell
funds managed
11.5%
97 Michael J Scanlon, Jr 97. Michael J Scanlon, Jr
funds managed
11.5%
101 William F. LeFavor 101. William F. LeFavor
funds managed
11.4%
101 Matthew I. Solomon 101. Matthew I. Solomon
funds managed
11.4%
103 Vishal Khanduja 103. Vishal Khanduja
funds managed
11.4%
104 Alan Gayle 104. Alan Gayle
funds managed
11.3%
105 Domenic Colasacco 105. Domenic Colasacco
funds managed
11.3%
106 Stephen E. Grant 106. Stephen E. Grant
funds managed
11.3%
106 Liane Rosenberg 106. Liane Rosenberg
funds managed
11.3%
106 Jeffrey Geffen 106. Jeffrey Geffen
funds managed
11.3%
109 Roger J. Sit 109. Roger J. Sit
funds managed
11.3%
109 Jason Doiron 109. Jason Doiron
funds managed
11.3%
109 Daniel Manion 109. Daniel Manion
funds managed
11.3%
109 Ronald D. Sit 109. Ronald D. Sit
funds managed
11.3%
109 Bryce A. Doty 109. Bryce A. Doty
funds managed
11.3%
114 J. Cannon Carr Jr 114. J. Cannon Carr Jr
funds managed
11.1%
114 Jeffrey P. Moeller 114. Jeffrey P. Moeller
funds managed
11.1%
114 Thomas E. Quinn 114. Thomas E. Quinn
funds managed
11.1%
117 John P. Toohey 117. John P. Toohey
funds managed
11.1%
117 Arnold J. Espe 117. Arnold J. Espe
funds managed
11.1%
117 Wasif A. Latif 117. Wasif A. Latif
funds managed
11.1%
117 Lance Humphrey 117. Lance Humphrey
funds managed
11.1%
121 Joel M. Kallman 121. Joel M. Kallman
funds managed
11.0%
121 Ted Lockwood 121. Ted Lockwood
funds managed
11.0%
123 Salvatore Buono 123. Salvatore Buono
funds managed
10.9%
123 John O'Toole 123. John O'Toole
funds managed
10.9%
123 Paul Weber 123. Paul Weber
funds managed
10.9%
126 Thomas Nelson 126. Thomas Nelson
funds managed
10.8%
127 William H. Apfel 127. William H. Apfel
funds managed
10.8%
128 Keith B. Hembre 128. Keith B. Hembre
funds managed
10.6%
128 Derek B. Bloom 128. Derek B. Bloom
funds managed
10.6%
130 Todd Jablonski 130. Todd Jablonski
funds managed
10.4%
130 Charlie D. Averill 130. Charlie D. Averill
funds managed
10.4%
132 George V. Young 132. George V. Young
funds managed
10.3%
132 Denis J. Villere III 132. Denis J. Villere III
funds managed
10.3%
132 Lamar G. Villere 132. Lamar G. Villere
funds managed
10.3%
135 Enrique Chang 135. Enrique Chang
funds managed
10.2%
135 Ashwin G. Alankar 135. Ashwin G. Alankar
funds managed
10.2%
137 Daniel Ivascyn 137. Daniel Ivascyn
funds managed
10.2%
137 Alfred T. Murata 137. Alfred T. Murata
funds managed
10.2%
139 David Ellwood 139. David Ellwood
funds managed
9.9%
139 Scott Love 139. Scott Love
funds managed
9.9%
139 Steven Kellas 139. Steven Kellas
funds managed
9.9%
142 Mathew Patsky 142. Mathew Patsky
funds managed
9.7%
142 Cheryl Smith 142. Cheryl Smith
funds managed
9.7%
142 Stephanie Leighton 142. Stephanie Leighton
funds managed
9.7%
145 Ronald L. Kaliebe 145. Ronald L. Kaliebe
funds managed
9.4%
145 Kevin V. Earley 145. Kevin V. Earley
funds managed
9.4%
147 Tom L. Stringfellow 147. Tom L. Stringfellow
funds managed
9.3%
148 Karen H. Grimes 148. Karen H. Grimes
funds managed
9.2%
149 Kurt Spieler 149. Kurt Spieler
funds managed
9.1%
149 Charles Lauber 149. Charles Lauber
funds managed
9.1%
149 Ronald Horner 149. Ronald Horner
funds managed
9.1%
152 Ronald T. Bates 152. Ronald T. Bates
funds managed
9.0%
152 Aimee M. Eudy 152. Aimee M. Eudy
funds managed
9.0%
154 Michael Holland 154. Michael Holland
funds managed
9.0%
155 Anthony Trzcinka 155. Anthony Trzcinka
funds managed
9.0%
155 Christopher H. Brown 155. Christopher H. Brown
funds managed
9.0%
155 Nathan Moser 155. Nathan Moser
funds managed
9.0%
158 Stephen Lingard 158. Stephen Lingard
funds managed
8.9%
158 Brooks Ritchey 158. Brooks Ritchey
funds managed
8.9%
158 John Levy 158. John Levy
funds managed
8.9%
161 Michael E. Stack 161. Michael E. Stack
funds managed
8.8%
162 Matthew A. Hekman 162. Matthew A. Hekman
funds managed
8.7%
163 Brian A. Krawez 163. Brian A. Krawez
funds managed
8.5%
164 Douglas Allison 164. Douglas Allison
funds managed
8.2%
164 Derek Newcomer 164. Derek Newcomer
funds managed
8.2%
164 Mike Breller 164. Mike Breller
funds managed
8.2%
167 Nathan Palmer 167. Nathan Palmer
funds managed
8.1%
167 Anthony Wicklund 167. Anthony Wicklund
funds managed
8.1%
169 Ellen Tesler 169. Ellen Tesler
funds managed
7.6%
169 Thomas Picciochi 169. Thomas Picciochi
funds managed
7.6%
171 Bernard Scozzafava 171. Bernard Scozzafava
funds managed
7.5%
171 Charles Gaffney 171. Charles Gaffney
funds managed
7.5%
171 Thomas Luster 171. Thomas Luster
funds managed
7.5%
174 Nathan J. Rowader 174. Nathan J. Rowader
funds managed
6.7%
175 Jerry Chafkin 175. Jerry Chafkin
funds managed
6.1%
175 Zoe Brunson 175. Zoe Brunson
funds managed
6.1%
175 Gary Cox 175. Gary Cox
funds managed
6.1%
178 David Jajewski 178. David Jajewski
funds managed
5.8%
178 John Williamson 178. John Williamson
funds managed
5.8%
180 Ronald E. Canakaris 180. Ronald E. Canakaris
funds managed
5.4%
180 Helen M. Donahue 180. Helen M. Donahue
funds managed
5.4%
182 Stephen J. Fauer 182. Stephen J. Fauer
funds managed
4.8%
183 Charles Suh 183. Charles Suh
funds managed
3.0%
183 Vi Chan 183. Vi Chan
funds managed
3.0%
183 Jingjing Yan 183. Jingjing Yan
funds managed
3.0%
Managers with less than 12 months history are below. View 1 month performance
Robert Arnott Robert Arnott
funds managed
Petros Bocray Petros Bocray
funds managed
Justin H Bourgette Justin H Bourgette
funds managed
Christopher Brightman Christopher Brightman
funds managed
Chace Brundige Chace Brundige
funds managed
Christopher C. Davis Christopher C. Davis
funds managed
Stephen Dolce Stephen Dolce
funds managed
Bryan Hoffman Bryan Hoffman
funds managed
Creston King Creston King
funds managed
Pete Klingelhofer Pete Klingelhofer
funds managed
Kevin Miller Kevin Miller
funds managed
Loren L. Moran Loren L. Moran
funds managed
Adam Petryk Adam Petryk
funds managed
Cynthia P. Prince-Fox Cynthia P. Prince-Fox
funds managed
Peter Sackmann Peter Sackmann
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;B
Managers
USD

21.2%

4.7

-1.7%

2 Dodge & Cox Balanced Fund USD

18.9%

6.8

-1.4%

3 CGM Mutual Fund
Managers
USD

16.6%

10.6

-2.4%

4 Ladenburg Aggressive Growth Fund;A
Managers
USD

16.4%

6.8

-2.5%

5 Invesco Equity & Income Fund;A USD

16.3%

6.4

-0.9%

6 Franklin Founding Funds Alloc Fund;A
Managers
USD

15.7%

4.3

-0.4%

7 Wisconsin Plumb Balanced Fund
Managers
USD

15.6%

6.3

-2.2%

8 T Rowe Price Personal Strategy Growth Fund
Managers
USD

15.3%

4.9

-1.4%

9 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

15.1%

5.4

-1.8%

10 Thrivent Moderately Aggressive Alloc Fund;A USD

14.8%

5.0

-1.6%

11 Chiron Capital Allocation Fund;I
Managers
USD

14.8%

4.6

-0.6%

12 BlackRock Balanced Capital Fund;Institutional
Managers
USD

14.5%

4.4

-0.8%

13 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

14.4%

5.2

-1.8%

14 Highland Total Return Fund;A
Managers
USD

14.3%

6.4

-1.7%

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

14.3%

6.2

-2.9%

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

14.2%

4.3

-0.9%

17 Columbia Capital Allocation Aggressive Port;A USD

14.1%

5.2

-2.1%

18 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

13.9%

4.7

-1.7%

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

13.8%

4.4

-1.8%

20 FBP Appreciation & Income Opportunities Fund
Managers
USD

13.6%

6.7

-0.8%

21 Goldman Sachs Growth Strategy Portfolio;A
Managers
USD

13.6%

4.9

-1.6%

22 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

13.6%

5.2

-1.8%

23 MainStay Moderate Growth Allocation Fund;A
Managers
USD

13.6%

5.4

-1.6%

24 American Century One Choice Port Aggressive;Inv USD

13.6%

5.0

-2.0%

25 Russell Investments Growth Strategy Fund;E
Managers
USD

13.5%

3.5

-0.9%

26 American Century Strat Alloc Aggressive Fund;Inv USD

13.4%

5.1

-2.0%

27 InvestEd Growth Portfolio;A
Managers
USD

13.3%

6.9

-3.0%

28 RiverFront Global Allocation Fund;A USD

13.3%

4.9

-1.8%

28 Fidelity Asset Manager 70%
Managers
USD

13.3%

4.4

-1.7%

30 SEI Aggressive Strategy Fund;F
Managers
USD

13.3%

4.5

-1.9%

31 JPMorgan Investor Growth & Income Fund;A
Managers
USD

13.2%

4.4

-1.2%

32 SEI Moderate Strategy Allocation Fund;F
Managers
USD

13.2%

5.1

-2.4%

33 SA Worldwide Moderate Growth Fund
Managers
USD

13.1%

4.4

-0.8%

34 Oppenheimer Active Allocation Fund;A
Managers
USD

13.0%

5.6

-2.3%

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

12.8%

4.3

-1.8%

36 Fidelity Balanced Fund USD

12.8%

4.6

-1.7%

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

12.7%

4.4

-1.8%

38 Franklin Growth Allocation Fund;A
Managers
USD

12.7%

4.9

-1.9%

39 Ladenburg Growth Fund;A
Managers
USD

12.5%

5.1

-2.0%

40 Hartford Growth Allocation Fund;A
Managers
USD

12.5%

5.5

-2.7%

40 American Beacon Balanced Fund;Institutional USD

12.5%

5.6

-0.9%

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

12.4%

4.4

-1.4%

43 Fidelity Puritan Fund
Managers
USD

12.3%

4.4

-1.2%

44 Columbia Capital Allocation Moderate Aggr Port;Z USD

12.3%

4.3

-1.8%

45 QS Moderate Growth Fund;A
Managers
USD

12.2%

4.9

-2.0%

46 Praxis Genesis Growth Portfolio;A
Managers
USD

12.2%

4.6

-2.0%

46 Invesco Growth Allocation Fund;A
Managers
USD

12.2%

4.1

-1.4%

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

12.1%

4.1

-1.6%

49 John Hancock Capital Appreciation Value Fund;NAV
Managers
USD

12.1%

4.0

-1.5%

50 T Rowe Price Capital Appreciation Fund
Managers
USD

12.1%

4.0

-1.4%

51 LKCM Balanced Fund;Institutional
Managers
USD

12.1%

4.2

-1.5%

52 Transamerica Asset Allocation - Intm/Long Horizon
Managers
USD

12.0%

4.5

-1.4%

53 T Rowe Price Balanced Fund
Managers
USD

12.0%

4.2

-1.3%

54 GuideStone Growth Allocation Fund;Inv
Managers
USD

11.9%

4.6

-1.7%

54 MFS Growth Allocation Fund;A
Managers
USD

11.9%

4.7

-2.2%

54 SEI Conservative Strategy Allocation Fund;F
Managers
USD

11.9%

5.9

-3.0%

57 Vanguard Wellington Fund;Investor
Managers
USD

11.9%

4.1

-1.3%

58 AIG Multi-Asset Allocation Fund;A
Managers
USD

11.9%

4.3

-1.8%

59 Transamerica Partners Inst Balanced USD

11.8%

3.9

-1.2%

60 JPMorgan Diversified Fund;L
Managers
USD

11.8%

4.2

-1.5%

61 Delaware Foundation Growth Allocation Fund;A
Managers
USD

11.7%

4.4

-1.7%

62 Vanguard STAR Fund;Investor
Managers
USD

11.7%

4.5

-1.8%

63 BMO Balanced Allocation Fund;R-6
Managers
USD

11.7%

4.0

-1.5%

64 Dreyfus Balanced Opportunity Fund;J USD

11.6%

5.5

-1.2%

65 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

11.6%

5.1

-1.9%

66 Dreyfus Growth Allocation Fund
Managers
USD

11.5%

4.7

-1.8%

67 Hartford Checks and Balances Fund;A
Managers
USD

11.5%

4.0

-1.2%

68 UTC North American Fund
Managers
USD

11.5%

5.5

-2.1%

69 John Hancock Balanced Fund;A
Managers
USD

11.5%

4.1

-1.5%

69 HSBC World Selection Balanced Strategy Fund;B
Managers
USD

11.5%

4.2

-1.7%

71 New Century Balanced Portfolio
Managers
USD

11.4%

4.1

-1.7%

72 Calvert Moderate Allocation Fund;A
Managers
USD

11.4%

4.0

-1.3%

73 USAA Cornerstone Aggressive Fund
Managers
USD

11.4%

4.3

-1.6%

74 RidgeWorth Growth Allocation Strategy Fund;I
Managers
USD

11.3%

4.9

-2.3%

75 Boston Trust Asset Management Fund
Managers
USD

11.3%

4.9

-2.5%

76 Value Line Asset Allocation Fund;Investor
Managers
USD

11.3%

4.6

-2.3%

76 Transamerica Partners Balanced USD

11.3%

3.9

-1.2%

78 Transamerica Multi-Managed Balanced;A USD

11.3%

4.0

-1.4%

79 Sentinel Balanced Fund;A
Managers
USD

11.3%

4.0

-1.5%

79 Sit Balanced Fund
Managers
USD

11.3%

4.4

-1.6%

81 BNY Mellon Asset Allocation Fund;M USD

11.2%

4.5

-1.8%

82 CornerCap Balanced Fund
Managers
USD

11.1%

6.0

-1.8%

83 Wells Fargo Growth Balanced Fund;Adm USD

11.1%

4.5

-1.7%

84 American Century One Choice Port Moderate;Inv USD

11.0%

4.2

-1.8%

85 Prudential Moderate Allocation Fund;A
Managers
USD

11.0%

4.2

-1.7%

86 American Funds American Balanced Fund;A USD

11.0%

3.1

-0.8%

87 Pioneer Solutions - Growth Fund;A
Managers
USD

10.9%

5.5

-1.9%

88 USAA First Start Growth Fund
Managers
USD

10.9%

4.0

-1.3%

89 Federated MDT Balanced;Institutional USD

10.8%

4.6

-1.7%

90 Walden Asset Management Fund
Managers
USD

10.8%

4.6

-2.1%

91 Prudential Balanced Fund;Z USD

10.7%

4.2

-1.5%

92 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

10.6%

4.1

-1.8%

93 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

10.5%

4.0

-1.5%

94 Principal SAM Balanced Portfolio;A
Managers
USD

10.4%

3.9

-1.6%

95 Villere Balanced Fund
Managers
USD

10.3%

8.3

-4.2%

96 Columbia Balanced Fund;Z USD

10.2%

4.0

-1.4%

97 Janus Adaptive Global Allocation Fund;N
Managers
USD

10.2%

3.7

-1.5%

98 PIMCO Dividend & Income Fund;C
Managers
USD

10.2%

3.6

-0.8%

99 Janus Global Allocation Fund - Growth;D
Managers
USD

10.1%

5.2

-2.1%

100 Thrivent Growth and Income Plus Fund;A USD

10.1%

4.7

-2.1%

101 Davis Appreciation & Income Fund;A
Managers
USD

10.1%

4.4

-2.0%

102 American Funds Balanced Portfolio;A USD

10.1%

3.8

-1.5%

103 WesMark Balanced Fund
Managers
USD

9.9%

4.5

-1.7%

104 InvestEd Balanced Portfolio;A
Managers
USD

9.8%

5.0

-1.9%

105 MainStay Balanced Fund;I USD

9.7%

3.9

-1.3%

105 New Covenant Balanced Growth Fund
Managers
USD

9.7%

3.8

-1.5%

107 Green Century Balanced Fund;Individual Investor
Managers
USD

9.7%

5.6

-2.2%

108 State Farm Equity & Bond Fund;Premier USD

9.5%

3.7

-1.7%

109 Mairs & Power Balanced Fund
Managers
USD

9.4%

4.2

-2.3%

110 Frost Aggressive Allocation;Investor
Managers
USD

9.3%

4.7

-2.1%

110 Hartford Balanced Fund;A
Managers
USD

9.3%

5.0

-2.8%

112 Tributary Balanced Fund;Institutional
Managers
USD

9.1%

4.4

-2.4%

113 1919 Socially Responsive Balanced Fund;B
Managers
USD

9.0%

5.2

-3.1%

114 Holland Balanced Fund
Managers
USD

9.0%

4.1

-2.0%

115 James Aggressive Allocation Fund USD

9.0%

6.7

-3.3%

115 Pax Balanced Fund;Individual Investor
Managers
USD

9.0%

3.6

-1.3%

115 Hartford Balanced HLS Fd;IA
Managers
USD

9.0%

4.8

-2.6%

118 Calvert Balanced Portfolio;A USD

9.0%

4.1

-2.0%

119 Franklin NextStep Growth Fund;A
Managers
USD

8.9%

3.7

-1.4%

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

8.7%

3.9

-1.9%

121 Ivy Balanced Fund;A
Managers
USD

8.7%

3.9

-1.9%

122 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

8.5%

5.4

-3.5%

123 Port Street Institutional Opportunities Fd;Inst
Managers
USD

8.2%

3.0

-1.5%

124 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

8.1%

3.5

-1.5%

125 Davenport Balanced Income Fund USD

7.9%

3.3

-1.5%

126 Eaton Vance Balanced Fund;A
Managers
USD

7.5%

3.7

-2.0%

127 Salient Adaptive Balanced Fund;Institutional
Managers
USD

6.7%

6.6

-5.5%

128 PSI Strategic Growth Fund;A
Managers
USD

6.5%

5.5

-4.0%

129 GuidePath Conservative Allocation Fund;Service
Managers
USD

6.1%

4.6

-3.7%

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

5.4%

5.1

-5.1%

131 Fidelity Global Balanced Fund USD

5.0%

6.6

-6.1%

132 PSI Tactical Growth Fund;A
Managers
USD

5.0%

6.3

-5.3%

133 1789 Growth and Income Fund;C
Managers
USD

4.8%

5.0

-3.9%

134 QS Dynamic Multi-Strategy Fund;A
Managers
USD

3.1%

3.3

-1.8%

135 Pacific Advisors Balanced Fund;A
Managers
USD

3.0%

7.6

-5.8%

Funds with less than 12 months history are below. View 1 month performance
E-Valuator Growth RMS Fund;Service
Managers
manager return
Mark Johnson Mark Johnson
funds managed
12.1%
Enrique Chang Enrique Chang
funds managed
10.2%
Mark Hamilton Mark Hamilton
funds managed
13.0%
Bernard Scozzafava Bernard Scozzafava
funds managed
7.5%
Margaret Patel Margaret Patel
funds managed
21.2%
J. Luther King Jr. J. Luther King Jr.
funds managed
12.1%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
11.9%
Stephen E. Grant Stephen E. Grant
funds managed
11.3%
Philip Green Philip Green
funds managed
14.5%
William H. Apfel William H. Apfel
funds managed
10.8%
Bob Miller Bob Miller
funds managed
14.5%
David Giroux David Giroux
funds managed
12.1%
Rick Rieder Rick Rieder
funds managed
14.5%
Dokyoung Lee Dokyoung Lee
funds managed
13.0%
Todd Jablonski Todd Jablonski
funds managed
10.4%
Keith B. Hembre Keith B. Hembre
funds managed
10.6%
John Cunniff John Cunniff
funds managed
14.4%
Daniel Ivascyn Daniel Ivascyn
funds managed
10.2%
Hans Erickson Hans Erickson
funds managed
14.4%
Derek B. Bloom Derek B. Bloom
funds managed
10.6%
Thomas Luster Thomas Luster
funds managed
7.5%
Peter Stournaras Peter Stournaras
funds managed
14.5%
Edward P. Bousa Edward P. Bousa
funds managed
11.9%
Michael Schoenhaut Michael Schoenhaut
funds managed
11.8%
Geoff Stein Geoff Stein
funds managed
13.3%
John Keogh John Keogh
funds managed
11.9%
Jeffrey N. Given Jeffrey N. Given
funds managed
11.5%
William F. LeFavor William F. LeFavor
funds managed
11.4%
John P. Toohey John P. Toohey
funds managed
11.1%
Kandarp R. Acharya Kandarp R. Acharya
funds managed
12.0%
Christian L. Chan Christian L. Chan
funds managed
12.0%
Charlie D. Averill Charlie D. Averill
funds managed
10.4%
William Fallon William Fallon
funds managed
13.6%
Michael Stout Michael Stout
funds managed
12.1%
Dan McNeela Dan McNeela
funds managed
12.1%
Robert A. Lee Robert A. Lee
funds managed
14.2%
Jason Vaillancourt Jason Vaillancourt
funds managed
15.1%
Ryan Schneck Ryan Schneck
funds managed
12.8%
James Smigiel James Smigiel
funds managed
12.8%
Charles M. Shriver Charles M. Shriver
funds managed
13.6%
Arnold J. Espe Arnold J. Espe
funds managed
11.1%
Vishal Khanduja Vishal Khanduja
funds managed
11.4%
Wasif A. Latif Wasif A. Latif
funds managed
11.1%
James Park James Park
funds managed
13.6%
Keith Stransky Keith Stransky
funds managed
11.5%
Alfred T. Murata Alfred T. Murata
funds managed
10.2%
Caleb Wong Caleb Wong
funds managed
13.0%
Michael Plage Michael Plage
funds managed
12.3%
James C. Willis James C. Willis
funds managed
11.6%
Nathan M. Plumb Nathan M. Plumb
funds managed
15.6%
J. Cannon Carr Jr J. Cannon Carr Jr
funds managed
11.1%
Benjamin Bailey Benjamin Bailey
funds managed
12.2%
Nicole Goldberger Nicole Goldberger
funds managed
11.8%
Roger J. Sit Roger J. Sit
funds managed
11.3%
Liane Rosenberg Liane Rosenberg
funds managed
11.3%
William Coleman William Coleman
funds managed
11.7%
Joel M. Kallman Joel M. Kallman
funds managed
11.0%
James Fetch James Fetch
funds managed
15.1%
Jason Doiron Jason Doiron
funds managed
11.3%
Alan Gayle Alan Gayle
funds managed
11.3%
Jeffrey P. Moeller Jeffrey P. Moeller
funds managed
11.1%
Scot C. Hollmann Scot C. Hollmann
funds managed
12.1%
Robert Kea Robert Kea
funds managed
15.1%
Thomas G. Plumb Thomas G. Plumb
funds managed
15.6%
Ted Lockwood Ted Lockwood
funds managed
11.0%
Delmar King Delmar King
funds managed
12.2%
Brian A. Krawez Brian A. Krawez
funds managed
8.5%
Walter Nejman Walter Nejman
funds managed
11.7%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
11.6%
Thomas E. Quinn Thomas E. Quinn
funds managed
11.1%
Daniel Manion Daniel Manion
funds managed
11.3%
Bryce A. Doty Bryce A. Doty
funds managed
11.3%
Blake Todd Blake Todd
funds managed
14.3%
Jarrett Perez Jarrett Perez
funds managed
14.3%
Managers with less than 12 months history are below. View 1 month performance
Christopher C. Davis Christopher C. Davis
funds managed