rank manager return
1 Thomas G. Plumb 1. Thomas G. Plumb
funds managed
26.9%
2 Edward J Tostanoski 2. Edward J Tostanoski
funds managed
24.4%
3 Hans Erickson 3. Hans Erickson
funds managed
23.4%
3 John Cunniff 3. John Cunniff
funds managed
23.4%
5 Jeffrey Knight 5. Jeffrey Knight
funds managed
23.3%
5 Anwiti Bahuguna 5. Anwiti Bahuguna
funds managed
23.3%
5 Joshua B. Kutin 5. Joshua B. Kutin
funds managed
23.3%
5 Daniel Boncarosky 5. Daniel Boncarosky
funds managed
23.3%
9 Kevin Miller 9. Kevin Miller
funds managed
22.5%
10 Jason Vaillancourt 10. Jason Vaillancourt
funds managed
22.5%
10 Robert Schoen 10. Robert Schoen
funds managed
22.5%
10 James Fetch 10. James Fetch
funds managed
22.5%
13 John O'Toole 13. John O'Toole
funds managed
22.3%
13 Salvatore Buono 13. Salvatore Buono
funds managed
22.3%
13 Paul Weber 13. Paul Weber
funds managed
22.3%
16 Charles M. Shriver 16. Charles M. Shriver
funds managed
22.1%
17 James Macey 17. James Macey
funds managed
21.9%
18 Mark Hamilton 18. Mark Hamilton
funds managed
21.4%
18 Dokyoung Lee 18. Dokyoung Lee
funds managed
21.4%
18 Caleb Wong 18. Caleb Wong
funds managed
21.4%
21 Tim Bray 21. Tim Bray
funds managed
21.2%
21 Robert J. Benson 21. Robert J. Benson
funds managed
21.2%
21 Matt L. Peden 21. Matt L. Peden
funds managed
21.2%
24 Harley Lank 24. Harley Lank
funds managed
21.0%
24 Michael Plage 24. Michael Plage
funds managed
21.0%
24 Ramin Arani 24. Ramin Arani
funds managed
21.0%
27 Joseph Flaherty, Jr 27. Joseph Flaherty, Jr
funds managed
21.0%
28 G. Kenneth Heebner 28. G. Kenneth Heebner
funds managed
20.9%
29 Enrique Chang 29. Enrique Chang
funds managed
20.9%
29 Ashwin G. Alankar 29. Ashwin G. Alankar
funds managed
20.9%
31 Nathan Thooft 31. Nathan Thooft
funds managed
20.6%
31 Marcelle Daher 31. Marcelle Daher
funds managed
20.6%
31 Bob Boyda 31. Bob Boyda
funds managed
20.6%
34 Thomas Nelson 34. Thomas Nelson
funds managed
20.5%
35 Geoff Stein 35. Geoff Stein
funds managed
20.5%
36 Philip Blancato 36. Philip Blancato
funds managed
20.3%
37 Richard Weiss 37. Richard Weiss
funds managed
20.3%
37 David MacEwen 37. David MacEwen
funds managed
20.3%
37 Radu Gabudean 37. Radu Gabudean
funds managed
20.3%
37 Scott Wilson 37. Scott Wilson
funds managed
20.3%
41 James C. Willis 41. James C. Willis
funds managed
20.3%
41 Jeffrey J. Schappe 41. Jeffrey J. Schappe
funds managed
20.3%
41 Kevin J. Stoll 41. Kevin J. Stoll
funds managed
20.3%
44 Cynthia P. Prince-Fox 44. Cynthia P. Prince-Fox
funds managed
20.1%
44 Bryce A. Doty 44. Bryce A. Doty
funds managed
20.1%
44 Ronald D. Sit 44. Ronald D. Sit
funds managed
20.1%
44 Chace Brundige 44. Chace Brundige
funds managed
20.1%
44 Aaron Young 44. Aaron Young
funds managed
20.1%
44 Roger J. Sit 44. Roger J. Sit
funds managed
20.1%
50 William Coleman 50. William Coleman
funds managed
20.0%
50 Walter Nejman 50. Walter Nejman
funds managed
20.0%
52 Christopher C. Davis 52. Christopher C. Davis
funds managed
20.0%
52 Creston King 52. Creston King
funds managed
20.0%
52 Peter Sackmann 52. Peter Sackmann
funds managed
20.0%
55 Domenic Colasacco 55. Domenic Colasacco
funds managed
19.9%
56 Michael Schoenhaut 56. Michael Schoenhaut
funds managed
19.5%
56 Nicole Goldberger 56. Nicole Goldberger
funds managed
19.5%
56 John Speer 56. John Speer
funds managed
19.5%
59 Delmar King 59. Delmar King
funds managed
19.4%
59 Benjamin Bailey 59. Benjamin Bailey
funds managed
19.4%
61 Poul Kristensen 61. Poul Kristensen
funds managed
19.2%
61 Jonathan B. Swaney 61. Jonathan B. Swaney
funds managed
19.2%
61 Jae S. Yoon 61. Jae S. Yoon
funds managed
19.2%
61 Amit Soni 61. Amit Soni
funds managed
19.2%
65 Stephen Lingard 65. Stephen Lingard
funds managed
19.2%
65 John Levy 65. John Levy
funds managed
19.2%
67 Kandarp R. Acharya 67. Kandarp R. Acharya
funds managed
18.8%
67 Christian L. Chan 67. Christian L. Chan
funds managed
18.8%
67 Petros Bocray 67. Petros Bocray
funds managed
18.8%
70 Darren M Bagwell 70. Darren M Bagwell
funds managed
18.7%
70 Mark L Simenstad 70. Mark L Simenstad
funds managed
18.7%
70 David C Francis 70. David C Francis
funds managed
18.7%
70 Stephen D Lowe 70. Stephen D Lowe
funds managed
18.7%
74 Wasif A. Latif 74. Wasif A. Latif
funds managed
18.7%
74 Arnold J. Espe 74. Arnold J. Espe
funds managed
18.7%
74 Lance Humphrey 74. Lance Humphrey
funds managed
18.7%
77 Daniel Ivascyn 77. Daniel Ivascyn
funds managed
18.6%
77 Alfred T. Murata 77. Alfred T. Murata
funds managed
18.6%
77 Robert Arnott 77. Robert Arnott
funds managed
18.6%
77 Christopher Brightman 77. Christopher Brightman
funds managed
18.6%
81 Vernon J. Meyer 81. Vernon J. Meyer
funds managed
18.5%
81 Allison Mortensen 81. Allison Mortensen
funds managed
18.5%
83 Ronald T. Bates 83. Ronald T. Bates
funds managed
18.5%
83 Aimee M. Eudy 83. Aimee M. Eudy
funds managed
18.5%
85 Margaret Patel 85. Margaret Patel
funds managed
18.3%
86 Daniel Manion 86. Daniel Manion
funds managed
18.2%
87 Karen H. Grimes 87. Karen H. Grimes
funds managed
18.2%
88 William H. Apfel 88. William H. Apfel
funds managed
18.2%
89 Michael Stout 89. Michael Stout
funds managed
18.1%
89 Dan McNeela 89. Dan McNeela
funds managed
18.1%
91 Derek B. Bloom 91. Derek B. Bloom
funds managed
18.1%
91 Keith B. Hembre 91. Keith B. Hembre
funds managed
18.1%
93 Ronald E. Canakaris 93. Ronald E. Canakaris
funds managed
17.8%
93 Helen M. Donahue 93. Helen M. Donahue
funds managed
17.8%
95 Michael E. Stack 95. Michael E. Stack
funds managed
17.8%
96 Duy Nguyen 96. Duy Nguyen
funds managed
17.7%
96 John P. Toohey 96. John P. Toohey
funds managed
17.7%
96 Jacob Borbidge 96. Jacob Borbidge
funds managed
17.7%
96 Joel M. Kallman 96. Joel M. Kallman
funds managed
17.7%
96 Ted Lockwood 96. Ted Lockwood
funds managed
17.7%
96 Peter Vaiciunas 96. Peter Vaiciunas
funds managed
17.7%
102 Adam Petryk 102. Adam Petryk
funds managed
17.7%
102 Thomas Picciochi 102. Thomas Picciochi
funds managed
17.7%
102 Ellen Tesler 102. Ellen Tesler
funds managed
17.7%
105 Matt Carvalho 105. Matt Carvalho
funds managed
17.6%
105 Sheldon P. McFarland 105. Sheldon P. McFarland
funds managed
17.6%
107 Tony Coffey 107. Tony Coffey
funds managed
17.6%
108 David Giroux 108. David Giroux
funds managed
17.5%
109 Stephen E. Grant 109. Stephen E. Grant
funds managed
17.4%
109 Jeffrey Geffen 109. Jeffrey Geffen
funds managed
17.4%
109 Liane Rosenberg 109. Liane Rosenberg
funds managed
17.4%
112 Nathan J. Rowader 112. Nathan J. Rowader
funds managed
17.3%
112 David Jajewski 112. David Jajewski
funds managed
17.3%
112 John Williamson 112. John Williamson
funds managed
17.3%
115 Loren L. Moran 115. Loren L. Moran
funds managed
17.3%
116 Dan R Strelow 116. Dan R Strelow
funds managed
17.3%
116 Justin H Bourgette 116. Justin H Bourgette
funds managed
17.3%
118 Edward P. Bousa 118. Edward P. Bousa
funds managed
17.0%
118 John Keogh 118. John Keogh
funds managed
17.0%
118 Vishal Khanduja 118. Vishal Khanduja
funds managed
17.0%
121 Nathan Palmer 121. Nathan Palmer
funds managed
16.6%
121 Anthony Wicklund 121. Anthony Wicklund
funds managed
16.6%
123 Lisa A. Welch 123. Lisa A. Welch
funds managed
16.5%
123 Roger C. Hamilton 123. Roger C. Hamilton
funds managed
16.5%
123 Jeffrey N. Given 123. Jeffrey N. Given
funds managed
16.5%
123 Michael J Scanlon, Jr 123. Michael J Scanlon, Jr
funds managed
16.5%
127 Douglas A. Loeffler 127. Douglas A. Loeffler
funds managed
16.5%
128 Jon D. Adams 128. Jon D. Adams
funds managed
16.5%
129 Charles Lauber 129. Charles Lauber
funds managed
15.9%
129 Kurt Spieler 129. Kurt Spieler
funds managed
15.9%
129 Ronald Horner 129. Ronald Horner
funds managed
15.9%
132 Brian Ellis 132. Brian Ellis
funds managed
15.8%
133 Mark Johnson 133. Mark Johnson
funds managed
15.8%
133 J. Luther King Jr. 133. J. Luther King Jr.
funds managed
15.8%
133 Scot C. Hollmann 133. Scot C. Hollmann
funds managed
15.8%
136 Todd Jablonski 136. Todd Jablonski
funds managed
15.7%
136 Charlie D. Averill 136. Charlie D. Averill
funds managed
15.7%
138 Rob Balkema 138. Rob Balkema
funds managed
15.6%
138 Brian Meath 138. Brian Meath
funds managed
15.6%
140 Ryan Schneck 140. Ryan Schneck
funds managed
15.6%
140 James Smigiel 140. James Smigiel
funds managed
15.6%
140 Bryan Hoffman 140. Bryan Hoffman
funds managed
15.6%
143 Charles Gaffney 143. Charles Gaffney
funds managed
15.6%
144 Stephen Dolce 144. Stephen Dolce
funds managed
15.5%
145 John T. Bruce 145. John T. Bruce
funds managed
15.3%
146 Mathew Patsky 146. Mathew Patsky
funds managed
14.4%
146 Stephanie Leighton 146. Stephanie Leighton
funds managed
14.4%
146 Cheryl Smith 146. Cheryl Smith
funds managed
14.4%
149 J. Cannon Carr Jr 149. J. Cannon Carr Jr
funds managed
14.4%
149 Jeffrey P. Moeller 149. Jeffrey P. Moeller
funds managed
14.4%
149 Thomas E. Quinn 149. Thomas E. Quinn
funds managed
14.4%
152 David Ellwood 152. David Ellwood
funds managed
14.0%
152 Steven Kellas 152. Steven Kellas
funds managed
14.0%
152 Scott Love 152. Scott Love
funds managed
14.0%
155 Robert A. Lee 155. Robert A. Lee
funds managed
13.9%
155 Giulio Martin 155. Giulio Martin
funds managed
13.9%
157 Matthew A. Hekman 157. Matthew A. Hekman
funds managed
13.9%
158 Ronald L. Kaliebe 158. Ronald L. Kaliebe
funds managed
13.2%
158 Kevin V. Earley 158. Kevin V. Earley
funds managed
13.2%
160 Blake Todd 160. Blake Todd
funds managed
13.1%
160 Jarrett Perez 160. Jarrett Perez
funds managed
13.1%
162 Michael Holland 162. Michael Holland
funds managed
12.8%
163 Brian A. Krawez 163. Brian A. Krawez
funds managed
12.4%
164 Jerry Chafkin 164. Jerry Chafkin
funds managed
11.3%
164 Gary Cox 164. Gary Cox
funds managed
11.3%
164 Zoe Brunson 164. Zoe Brunson
funds managed
11.3%
167 Charles Suh 167. Charles Suh
funds managed
10.8%
167 Jingjing Yan 167. Jingjing Yan
funds managed
10.8%
169 John Arege 169. John Arege
funds managed
9.6%
169 Sean Gallagher 169. Sean Gallagher
funds managed
9.6%
169 Deyson Scott 169. Deyson Scott
funds managed
9.6%
169 Karen Guyadeen-Gosine 169. Karen Guyadeen-Gosine
funds managed
9.6%
173 Stephen J. Fauer 173. Stephen J. Fauer
funds managed
9.4%
174 Lamar G. Villere 174. Lamar G. Villere
funds managed
9.0%
174 George V. Young 174. George V. Young
funds managed
9.0%
174 Denis J. Villere III 174. Denis J. Villere III
funds managed
9.0%
177 John Hakopian 177. John Hakopian
funds managed
8.9%
177 Jim Garrison 177. Jim Garrison
funds managed
8.9%
177 Eric Speron 177. Eric Speron
funds managed
8.9%
Managers with less than 12 months history are below. View 1 month performance
Peter Batchelar Peter Batchelar
funds managed
Raymond Chan Raymond Chan
funds managed
Michael Dowdall Michael Dowdall
funds managed
Adam H. Illfelder Adam H. Illfelder
funds managed
David L. Hintz David L. Hintz
funds managed
Christopher Lvoff Christopher Lvoff
funds managed
Rick Perry Rick Perry
funds managed
Timothy J. Policinski Timothy J. Policinski
funds managed
Gregory L. Tornga Gregory L. Tornga
funds managed
Thomas Wagner Thomas Wagner
funds managed
James E Wilhelm Jr. James E Wilhelm Jr.
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Wisconsin Plumb Balanced Fund
Managers
USD

26.9%

5.2

0%

2 Columbia Capital Allocation Aggressive Port;A
Managers
USD

25.5%

4.0

0%

3 T Rowe Price Personal Strategy Growth Fund
Managers
USD

24.5%

4.2

0%

4 Goldman Sachs Growth Strategy Portfolio;Inst
Managers
USD

24.4%

4.0

0%

5 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

23.4%

3.7

0%

6 Fidelity Global Balanced Fund USD

23.4%

4.8

0%

7 InvestEd Growth Portfolio;A
Managers
USD

22.9%

3.5

0%

8 E-Valuator Growth RMS Fund;Service
Managers
USD

22.5%

4.4

0%

9 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

22.5%

3.5

0%

10 Pioneer Solutions - Growth Fund;A
Managers
USD

22.3%

5.0

0%

11 RiverFront Global Allocation Fund;I USD

22.3%

4.0

0%

12 Franklin Growth Allocation Fund;A
Managers
USD

21.9%

4.0

0%

13 Ladenburg Aggressive Growth Fund;I
Managers
USD

21.8%

4.0

0%

14 American Century One Choice Port Aggressive;Inv
Managers
USD

21.8%

4.0

0%

15 American Funds Growth & Income Portfolio;A USD

21.7%

4.1

-0.1%

15 American Century Strat Alloc Aggressive Fund;Inv
Managers
USD

21.7%

3.8

0%

17 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

21.5%

3.6

0%

18 Oppenheimer Active Allocation Fund;A
Managers
USD

21.4%

3.4

0%

19 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

21.4%

3.8

-0.3%

20 GuideStone Growth Allocation Fund;Inv
Managers
USD

21.2%

3.7

0%

21 Columbia Capital Allocation Moderate Aggr Port;I
Managers
USD

21.1%

3.1

0%

22 Hartford Growth Allocation Fund;A
Managers
USD

21.0%

3.7

0%

22 Fidelity Puritan Fund
Managers
USD

21.0%

3.9

0%

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

21.0%

3.3

0%

25 MFS Growth Allocation Fund;A
Managers
USD

21.0%

3.5

0%

26 CGM Mutual Fund
Managers
USD

20.9%

6.7

-2.4%

27 SEI Aggressive Strategy Fund;F
Managers
USD

20.8%

3.1

0%

28 Janus Henderson Adaptive Global Allocation Fund;N
Managers
USD

20.7%

3.8

0%

29 Fidelity Asset Manager 70%
Managers
USD

20.5%

3.3

0%

30 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

20.3%

3.3

0%

31 Sit Balanced Fund
Managers
USD

20.1%

3.8

0%

32 Vanguard STAR Fund;Investor
Managers
USD

20.0%

2.7

0%

33 Davis Appreciation & Income Fund;A
Managers
USD

20.0%

4.6

-0.7%

34 Boston Trust Asset Management Fund
Managers
USD

19.9%

4.5

-0.3%

35 USAA Cornerstone Aggressive Fund
Managers
USD

19.8%

3.0

0%

36 T Rowe Price Balanced Fund
Managers
USD

19.8%

3.3

0%

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

19.7%

3.4

0%

38 PSI Strategic Growth Fund;A
Managers
USD

19.5%

4.9

-0.6%

39 JPMorgan Diversified Fund;L
Managers
USD

19.5%

3.0

0%

40 Praxis Genesis Growth Portfolio;A
Managers
USD

19.4%

3.7

-0.3%

41 BNY Mellon Asset Allocation Fund;M USD

19.3%

3.3

0%

42 MainStay Moderate Growth Allocation Fund;A
Managers
USD

19.2%

3.8

-0.1%

43 Franklin NextStep Growth Fund;A
Managers
USD

19.2%

3.4

0%

44 Fidelity Balanced Fund USD

19.0%

4.0

0%

45 Ladenburg Growth Fund;I
Managers
USD

18.8%

3.5

0%

46 JPMorgan Investor Growth & Income Fund;A USD

18.7%

3.4

0%

47 Thrivent Moderately Aggressive Alloc Fund;A
Managers
USD

18.7%

3.4

0%

48 PIMCO Dividend & Income Fund;A
Managers
USD

18.6%

4.0

-0.3%

49 1919 Socially Responsive Balanced Fund;B
Managers
USD

18.5%

4.6

-0.7%

50 Hartford Balanced HLS Fd;IA
Managers
USD

18.5%

3.9

-0.1%

51 American Funds Moderate Gro and Inc Ptf;A USD

18.4%

3.2

0%

52 Wells Fargo Diversified Cap Bldr Fd;A
Managers
USD

18.3%

6.0

-0.8%

53 Touchstone Balanced Fund;A
Managers
USD

18.2%

3.8

0%

54 Walden Asset Management Fund
Managers
USD

18.2%

4.4

-0.3%

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

18.1%

3.4

0%

56 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

18.1%

3.0

0%

57 State Farm Equity & Bond Fund;Premier USD

18.0%

3.6

0%

58 Hartford Balanced Fund;A
Managers
USD

17.9%

3.9

-0.1%

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

17.8%

4.1

-0.4%

60 Prudential Moderate Allocation Fund;A
Managers
USD

17.7%

2.5

0%

60 Invesco Growth Allocation Fund;A
Managers
USD

17.7%

3.1

0%

62 QS Moderate Growth Fund;A
Managers
USD

17.7%

3.5

0%

63 SA Worldwide Moderate Growth Fund;Select
Managers
USD

17.6%

3.4

-0.1%

64 USAA First Start Growth Fund
Managers
USD

17.5%

2.5

0%

65 T Rowe Price Capital Appreciation Fund
Managers
USD

17.5%

3.5

0%

66 InvestEd Balanced Portfolio;A
Managers
USD

17.5%

3.1

-0.3%

67 Value Line Asset Allocation Fund;Investor
Managers
USD

17.4%

4.8

-0.7%

67 Wells Fargo Growth Balanced Fund;Adm USD

17.4%

3.1

0%

69 American Century One Choice Port Moderate;Inv
Managers
USD

17.4%

3.1

0%

70 Salient Adaptive Balanced Fund;Institutional
Managers
USD

17.3%

3.9

-0.4%

71 Great-West Moderately Aggrv Profile Fund;Inv USD

17.3%

3.0

0%

72 Calvert Moderate Allocation Fund;A
Managers
USD

17.3%

2.8

0%

73 BlackRock Balanced Capital Fund;Institutional USD

17.3%

3.9

0.0%

74 Federated MDT Balanced;Institutional USD

17.2%

4.1

-0.1%

75 American Funds American Balanced Fund;A USD

17.1%

3.0

-0.1%

76 Virtus Growth Allocation Strategy Fund;I
Managers
USD

17.0%

2.8

0%

77 Vanguard Wellington Fund;Investor
Managers
USD

17.0%

3.2

-0.2%

78 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

16.6%

3.2

0%

79 John Hancock Balanced Fund;A
Managers
USD

16.5%

3.7

0%

80 AIG Multi-Asset Allocation Fund;A
Managers
USD

16.5%

3.4

0%

81 BMO Balanced Allocation Fund;R-6
Managers
USD

16.5%

2.8

0%

81 Prudential Balanced Fund;Z USD

16.5%

3.0

0.0%

83 Columbia Balanced Fund;I USD

16.4%

2.9

0%

84 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

16.4%

2.7

-0.1%

85 SEI Moderate Strategy Allocation Fund;F
Managers
USD

16.1%

3.9

-0.2%

86 Hartford Checks and Balances Fund;A
Managers
USD

16.0%

3.2

-0.2%

87 Tributary Balanced Fund;Institutional
Managers
USD

15.9%

3.5

0.0%

88 American Funds Capital Income Builder;A USD

15.8%

3.1

-0.1%

89 LKCM Balanced Fund;Institutional
Managers
USD

15.8%

3.3

-0.1%

90 Principal SAM Balanced Portfolio;A
Managers
USD

15.7%

2.6

0%

91 American Beacon Balanced Fund;Institutional USD

15.7%

4.2

-0.6%

92 Russell Investments Growth Strategy Fund;E
Managers
USD

15.6%

2.8

0%

93 Eaton Vance Balanced Fund;A
Managers
USD

15.6%

2.7

-0.1%

94 New Covenant Balanced Growth Fund
Managers
USD

15.5%

3.0

0%

95 FBP Appreciation & Income Opportunities Fund
Managers
USD

15.3%

5.1

-1.2%

96 Transamerica Multi-Managed Balanced;A USD

15.3%

2.9

0%

97 Pax Balanced Fund;Individual Investor USD

15.3%

2.7

0%

98 PSI Tactical Growth Fund;A
Managers
USD

15.1%

3.2

-1.0%

99 Transamerica Balanced II;R USD

15.1%

2.9

0%

100 Thrivent Growth and Income Plus Fund;A USD

14.7%

2.9

-0.2%

101 Dodge & Cox Balanced Fund USD

14.4%

4.1

-0.6%

102 Green Century Balanced Fund;Individual Investor
Managers
USD

14.4%

3.6

-0.5%

103 CornerCap Balanced Fund
Managers
USD

14.4%

4.0

-0.6%

104 Invesco Equity & Income Fund;A USD

14.3%

5.0

-0.8%

105 Dreyfus Balanced Opportunity Fund;J USD

14.2%

4.4

-1.1%

106 WesMark Balanced Fund
Managers
USD

14.0%

4.1

-0.4%

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

13.9%

3.9

-0.9%

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

13.9%

4.6

-1.3%

109 Ivy Balanced Fund;A
Managers
USD

13.8%

4.6

-1.4%

110 Port Street Institutional Opportunities Fd;Inst USD

13.5%

2.5

0%

111 Franklin Founding Funds Alloc Fund;A
Managers
USD

13.5%

4.8

-1.7%

112 Mairs & Power Balanced Fund
Managers
USD

13.2%

3.6

-0.4%

113 Calvert Balanced Fund;A USD

13.2%

2.7

0%

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

13.1%

4.9

-1.9%

115 James Aggressive Allocation Fund USD

13.0%

5.0

-1.5%

116 Holland Balanced Fund
Managers
USD

12.8%

3.8

-0.8%

117 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

12.4%

4.5

-1.2%

118 Davenport Balanced Income Fund USD

12.1%

2.8

-0.4%

119 GuidePath Conservative Allocation Fund;Service
Managers
USD

11.3%

1.4

0%

120 Pacific Advisors Balanced Fund;A
Managers
USD

10.8%

7.2

-3.1%

121 MainStay Balanced Fund;I USD

10.2%

2.5

-0.3%

122 SEI Conservative Strategy Allocation Fund;F
Managers
USD

10.0%

3.7

-0.7%

123 UTC North American Fund
Managers
USD

9.6%

5.7

-2.0%

124 1789 Growth and Income Fund;C
Managers
USD

9.4%

5.5

-1.7%

125 Villere Balanced Fund
Managers
USD

9.0%

6.2

-3.5%

126 Highland Total Return Fund;A
Managers
USD

8.9%

4.6

-1.0%

Funds with less than 12 months history are below. View 1 month performance
Prudential 60/40 Allocation Fund;R6
Managers
Transamerica Balanced II;I3
Managers
Upright Assets Allocation Plus Fund
Managers
Vanguard Global Wellington Fund;Admiral
Managers
manager return
Mark Johnson Mark Johnson
funds managed
15.8%
Tim Bray Tim Bray
funds managed
21.2%
Margaret Patel Margaret Patel
funds managed
18.3%
Mark Hamilton Mark Hamilton
funds managed
21.4%
Christopher C. Davis Christopher C. Davis
funds managed
20.0%
J. Luther King Jr. J. Luther King Jr.
funds managed
15.8%
G. Kenneth Heebner G. Kenneth Heebner
funds managed
20.9%
Karen H. Grimes Karen H. Grimes
funds managed
18.2%
Jeffrey Knight Jeffrey Knight
funds managed
23.3%
William H. Apfel William H. Apfel
funds managed
18.2%
Harley Lank Harley Lank
funds managed
21.0%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
21.0%
David Giroux David Giroux
funds managed
17.5%
Dokyoung Lee Dokyoung Lee
funds managed
21.4%
David MacEwen David MacEwen
funds managed
20.3%
Radu Gabudean Radu Gabudean
funds managed
20.3%
Edward P. Bousa Edward P. Bousa
funds managed
17.0%
John Keogh John Keogh
funds managed
17.0%
Hans Erickson Hans Erickson
funds managed
23.4%
John Cunniff John Cunniff
funds managed
23.4%
Daniel Ivascyn Daniel Ivascyn
funds managed
18.6%
Alfred T. Murata Alfred T. Murata
funds managed
18.6%
Jason Vaillancourt Jason Vaillancourt
funds managed
22.5%
Jeffrey N. Given Jeffrey N. Given
funds managed
16.5%
Scott Wilson Scott Wilson
funds managed
20.3%
Vishal Khanduja Vishal Khanduja
funds managed
17.0%
Geoff Stein Geoff Stein
funds managed
20.5%
Thomas Picciochi Thomas Picciochi
funds managed
17.7%
Nicole Goldberger Nicole Goldberger
funds managed
19.5%
Charles M. Shriver Charles M. Shriver
funds managed
22.1%
Stephen D Lowe Stephen D Lowe
funds managed
18.7%
James Fetch James Fetch
funds managed
22.5%
Thomas G. Plumb Thomas G. Plumb
funds managed
26.9%
J. Cannon Carr Jr J. Cannon Carr Jr
funds managed
14.4%
Daniel Manion Daniel Manion
funds managed
18.2%
Anwiti Bahuguna Anwiti Bahuguna
funds managed
23.3%
Scot C. Hollmann Scot C. Hollmann
funds managed
15.8%
James C. Willis James C. Willis
funds managed
20.3%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
20.3%
Robert A. Lee Robert A. Lee
funds managed
13.9%
Jeffrey P. Moeller Jeffrey P. Moeller
funds managed
14.4%
Bryce A. Doty Bryce A. Doty
funds managed
20.1%
Ellen Tesler Ellen Tesler
funds managed
17.7%
Liane Rosenberg Liane Rosenberg
funds managed
17.4%
William Coleman William Coleman
funds managed
20.0%
Walter Nejman Walter Nejman
funds managed
20.0%
Jerry Chafkin Jerry Chafkin
funds managed
11.3%
Ronald Horner Ronald Horner
funds managed
15.9%
Robert J. Benson Robert J. Benson
funds managed
21.2%
Matt L. Peden Matt L. Peden
funds managed
21.2%
Thomas E. Quinn Thomas E. Quinn
funds managed
14.4%
Domenic Colasacco Domenic Colasacco
funds managed
19.9%
John Speer John Speer
funds managed
19.5%
Zoe Brunson Zoe Brunson
funds managed
11.3%
Managers with less than 12 months history are below. View 1 month performance
Rick Perry Rick Perry
funds managed
Timothy J. Policinski Timothy J. Policinski
funds managed