rank manager return
1 G. Kenneth Heebner 1. G. Kenneth Heebner
funds managed
24.6%
2 Thomas G. Plumb 2. Thomas G. Plumb
funds managed
23.5%
3 James Fetch 3. James Fetch
funds managed
21.1%
3 Robert Kea 3. Robert Kea
funds managed
21.1%
3 Robert Schoen 3. Robert Schoen
funds managed
21.1%
3 Jason Vaillancourt 3. Jason Vaillancourt
funds managed
21.1%
7 Edward J Tostanoski 7. Edward J Tostanoski
funds managed
21.1%
8 John Cunniff 8. John Cunniff
funds managed
20.6%
8 Hans Erickson 8. Hans Erickson
funds managed
20.6%
10 Kevin Miller 10. Kevin Miller
funds managed
19.9%
11 Anwiti Bahuguna 11. Anwiti Bahuguna
funds managed
19.8%
11 Jeffrey Knight 11. Jeffrey Knight
funds managed
19.8%
13 Charles M. Shriver 13. Charles M. Shriver
funds managed
19.4%
14 James Macey 14. James Macey
funds managed
19.3%
15 Amit Soni 15. Amit Soni
funds managed
19.1%
15 Jonathan B. Swaney 15. Jonathan B. Swaney
funds managed
19.1%
15 Jae S. Yoon 15. Jae S. Yoon
funds managed
19.1%
15 Poul Kristensen 15. Poul Kristensen
funds managed
19.1%
19 Bob Boyda 19. Bob Boyda
funds managed
18.8%
19 Marcelle Daher 19. Marcelle Daher
funds managed
18.8%
19 Nathan Thooft 19. Nathan Thooft
funds managed
18.8%
22 Philip Blancato 22. Philip Blancato
funds managed
18.6%
23 Chace Brundige 23. Chace Brundige
funds managed
18.5%
23 Cynthia P. Prince-Fox 23. Cynthia P. Prince-Fox
funds managed
18.5%
23 Aaron Young 23. Aaron Young
funds managed
18.5%
26 Margaret Patel 26. Margaret Patel
funds managed
18.3%
27 Dokyoung Lee 27. Dokyoung Lee
funds managed
18.2%
27 Mark Hamilton 27. Mark Hamilton
funds managed
18.2%
27 Caleb Wong 27. Caleb Wong
funds managed
18.2%
30 Stephen D Lowe 30. Stephen D Lowe
funds managed
18.2%
30 Darren M Bagwell 30. Darren M Bagwell
funds managed
18.2%
30 Paul Weber 30. Paul Weber
funds managed
18.2%
30 John O'Toole 30. John O'Toole
funds managed
18.2%
30 Salvatore Buono 30. Salvatore Buono
funds managed
18.2%
30 David C Francis 30. David C Francis
funds managed
18.2%
30 Mark L Simenstad 30. Mark L Simenstad
funds managed
18.2%
37 Enrique Chang 37. Enrique Chang
funds managed
17.9%
37 Ashwin G. Alankar 37. Ashwin G. Alankar
funds managed
17.9%
39 Geoff Stein 39. Geoff Stein
funds managed
17.9%
40 Harley Lank 40. Harley Lank
funds managed
17.9%
40 Michael Plage 40. Michael Plage
funds managed
17.9%
40 Ramin Arani 40. Ramin Arani
funds managed
17.9%
43 Joseph Flaherty, Jr 43. Joseph Flaherty, Jr
funds managed
17.8%
44 Benjamin Bailey 44. Benjamin Bailey
funds managed
17.5%
44 Delmar King 44. Delmar King
funds managed
17.5%
46 Matt L. Peden 46. Matt L. Peden
funds managed
17.5%
46 Tim Bray 46. Tim Bray
funds managed
17.5%
46 Robert J. Benson 46. Robert J. Benson
funds managed
17.5%
49 Nicole Goldberger 49. Nicole Goldberger
funds managed
17.4%
49 Michael Schoenhaut 49. Michael Schoenhaut
funds managed
17.4%
49 Vernon J. Meyer 49. Vernon J. Meyer
funds managed
17.4%
49 Allison Mortensen 49. Allison Mortensen
funds managed
17.4%
49 John Speer 49. John Speer
funds managed
17.4%
54 Scott Wilson 54. Scott Wilson
funds managed
17.4%
54 Radu Gabudean 54. Radu Gabudean
funds managed
17.4%
54 Richard Weiss 54. Richard Weiss
funds managed
17.4%
54 David MacEwen 54. David MacEwen
funds managed
17.4%
58 Duy Nguyen 58. Duy Nguyen
funds managed
17.3%
58 Jacob Borbidge 58. Jacob Borbidge
funds managed
17.3%
60 Bryce A. Doty 60. Bryce A. Doty
funds managed
17.3%
60 Roger J. Sit 60. Roger J. Sit
funds managed
17.3%
60 Ronald D. Sit 60. Ronald D. Sit
funds managed
17.3%
63 Robert Arnott 63. Robert Arnott
funds managed
17.1%
63 Christopher Brightman 63. Christopher Brightman
funds managed
17.1%
63 Daniel Ivascyn 63. Daniel Ivascyn
funds managed
17.1%
63 Alfred T. Murata 63. Alfred T. Murata
funds managed
17.1%
67 Sheldon P. McFarland 67. Sheldon P. McFarland
funds managed
17.1%
67 Matt Carvalho 67. Matt Carvalho
funds managed
17.1%
69 Kandarp R. Acharya 69. Kandarp R. Acharya
funds managed
17.0%
69 Christian L. Chan 69. Christian L. Chan
funds managed
17.0%
69 Petros Bocray 69. Petros Bocray
funds managed
17.0%
72 William Coleman 72. William Coleman
funds managed
17.0%
72 Walter Nejman 72. Walter Nejman
funds managed
17.0%
74 Tony Coffey 74. Tony Coffey
funds managed
16.9%
75 Thomas Nelson 75. Thomas Nelson
funds managed
16.9%
76 Christopher C. Davis 76. Christopher C. Davis
funds managed
16.8%
76 Peter Sackmann 76. Peter Sackmann
funds managed
16.8%
76 Creston King 76. Creston King
funds managed
16.8%
79 James C. Willis 79. James C. Willis
funds managed
16.8%
79 Jeffrey J. Schappe 79. Jeffrey J. Schappe
funds managed
16.8%
79 Kevin J. Stoll 79. Kevin J. Stoll
funds managed
16.8%
82 Adam Petryk 82. Adam Petryk
funds managed
16.7%
82 Thomas Picciochi 82. Thomas Picciochi
funds managed
16.7%
82 Ellen Tesler 82. Ellen Tesler
funds managed
16.7%
85 Sharon Hill 85. Sharon Hill
funds managed
16.6%
86 Domenic Colasacco 86. Domenic Colasacco
funds managed
16.6%
87 Ted Lockwood 87. Ted Lockwood
funds managed
16.2%
87 Peter Vaiciunas 87. Peter Vaiciunas
funds managed
16.2%
87 Joel M. Kallman 87. Joel M. Kallman
funds managed
16.2%
90 Edward P. Bousa 90. Edward P. Bousa
funds managed
16.2%
90 John Keogh 90. John Keogh
funds managed
16.2%
92 Ronald T. Bates 92. Ronald T. Bates
funds managed
16.1%
92 Aimee M. Eudy 92. Aimee M. Eudy
funds managed
16.1%
94 Rob Balkema 94. Rob Balkema
funds managed
16.0%
94 Brian Meath 94. Brian Meath
funds managed
16.0%
96 Derek B. Bloom 96. Derek B. Bloom
funds managed
16.0%
96 Keith B. Hembre 96. Keith B. Hembre
funds managed
16.0%
98 Wasif A. Latif 98. Wasif A. Latif
funds managed
15.8%
98 Lance Humphrey 98. Lance Humphrey
funds managed
15.8%
98 Arnold J. Espe 98. Arnold J. Espe
funds managed
15.8%
101 Vishal Khanduja 101. Vishal Khanduja
funds managed
15.7%
102 Thomas E. Quinn 102. Thomas E. Quinn
funds managed
15.6%
102 Jeffrey P. Moeller 102. Jeffrey P. Moeller
funds managed
15.6%
102 J. Cannon Carr Jr 102. J. Cannon Carr Jr
funds managed
15.6%
105 John P. Toohey 105. John P. Toohey
funds managed
15.6%
106 Daniel Manion 106. Daniel Manion
funds managed
15.3%
106 Jason Doiron 106. Jason Doiron
funds managed
15.3%
108 Michael Stout 108. Michael Stout
funds managed
15.3%
108 Dan McNeela 108. Dan McNeela
funds managed
15.3%
108 Dario Castagna 108. Dario Castagna
funds managed
15.3%
111 William H. Apfel 111. William H. Apfel
funds managed
15.1%
112 John T. Bruce 112. John T. Bruce
funds managed
15.1%
113 Brian Ellis 113. Brian Ellis
funds managed
15.0%
114 David Giroux 114. David Giroux
funds managed
14.9%
115 Jon D. Adams 115. Jon D. Adams
funds managed
14.8%
116 Douglas A. Loeffler 116. Douglas A. Loeffler
funds managed
14.8%
117 Karen H. Grimes 117. Karen H. Grimes
funds managed
14.7%
118 James Smigiel 118. James Smigiel
funds managed
14.7%
118 Ryan Schneck 118. Ryan Schneck
funds managed
14.7%
118 Bryan Hoffman 118. Bryan Hoffman
funds managed
14.7%
121 John Levy 121. John Levy
funds managed
14.6%
121 Stephen Lingard 121. Stephen Lingard
funds managed
14.6%
123 Michael E. Stack 123. Michael E. Stack
funds managed
14.5%
124 Robert A. Lee 124. Robert A. Lee
funds managed
14.5%
124 Giulio Martin 124. Giulio Martin
funds managed
14.5%
126 Jeffrey Geffen 126. Jeffrey Geffen
funds managed
14.2%
126 Liane Rosenberg 126. Liane Rosenberg
funds managed
14.2%
126 Stephen E. Grant 126. Stephen E. Grant
funds managed
14.2%
129 Charlie D. Averill 129. Charlie D. Averill
funds managed
14.2%
129 Todd Jablonski 129. Todd Jablonski
funds managed
14.2%
131 Blake Todd 131. Blake Todd
funds managed
14.1%
131 Jarrett Perez 131. Jarrett Perez
funds managed
14.1%
133 Scot C. Hollmann 133. Scot C. Hollmann
funds managed
13.9%
133 Mark Johnson 133. Mark Johnson
funds managed
13.9%
133 J. Luther King Jr. 133. J. Luther King Jr.
funds managed
13.9%
136 Jeffrey N. Given 136. Jeffrey N. Given
funds managed
13.4%
136 Roger C. Hamilton 136. Roger C. Hamilton
funds managed
13.4%
136 Michael J Scanlon, Jr 136. Michael J Scanlon, Jr
funds managed
13.4%
139 Mathew Patsky 139. Mathew Patsky
funds managed
13.3%
139 Cheryl Smith 139. Cheryl Smith
funds managed
13.3%
139 Stephanie Leighton 139. Stephanie Leighton
funds managed
13.3%
142 Ronald Horner 142. Ronald Horner
funds managed
13.1%
142 Charles Lauber 142. Charles Lauber
funds managed
13.1%
142 Kurt Spieler 142. Kurt Spieler
funds managed
13.1%
145 Tom L. Stringfellow 145. Tom L. Stringfellow
funds managed
13.0%
146 Denis J. Villere III 146. Denis J. Villere III
funds managed
13.0%
146 George V. Young 146. George V. Young
funds managed
13.0%
146 Lamar G. Villere 146. Lamar G. Villere
funds managed
13.0%
149 Stephen Dolce 149. Stephen Dolce
funds managed
13.0%
150 Steven Kellas 150. Steven Kellas
funds managed
12.6%
150 David Ellwood 150. David Ellwood
funds managed
12.6%
150 Scott Love 150. Scott Love
funds managed
12.6%
153 Nathan Palmer 153. Nathan Palmer
funds managed
12.5%
153 Anthony Wicklund 153. Anthony Wicklund
funds managed
12.5%
155 Ronald L. Kaliebe 155. Ronald L. Kaliebe
funds managed
12.0%
155 Kevin V. Earley 155. Kevin V. Earley
funds managed
12.0%
157 Charles Gaffney 157. Charles Gaffney
funds managed
12.0%
158 John Hakopian 158. John Hakopian
funds managed
11.9%
158 Jim Garrison 158. Jim Garrison
funds managed
11.9%
158 Eric Speron 158. Eric Speron
funds managed
11.9%
161 Charles Suh 161. Charles Suh
funds managed
11.8%
161 Jingjing Yan 161. Jingjing Yan
funds managed
11.8%
163 Douglas Allison 163. Douglas Allison
funds managed
11.6%
163 Derek Newcomer 163. Derek Newcomer
funds managed
11.6%
163 Mike Breller 163. Mike Breller
funds managed
11.6%
166 Michael Holland 166. Michael Holland
funds managed
11.6%
167 John Williamson 167. John Williamson
funds managed
11.1%
167 David Jajewski 167. David Jajewski
funds managed
11.1%
169 Ronald E. Canakaris 169. Ronald E. Canakaris
funds managed
10.6%
169 Helen M. Donahue 169. Helen M. Donahue
funds managed
10.6%
171 Matthew A. Hekman 171. Matthew A. Hekman
funds managed
10.3%
172 Nathan J. Rowader 172. Nathan J. Rowader
funds managed
10.3%
173 John Arege 173. John Arege
funds managed
9.9%
173 Sean Gallagher 173. Sean Gallagher
funds managed
9.9%
173 Karen Guyadeen-Gosine 173. Karen Guyadeen-Gosine
funds managed
9.9%
173 Deyson Scott 173. Deyson Scott
funds managed
9.9%
177 Brian A. Krawez 177. Brian A. Krawez
funds managed
9.6%
178 Zoe Brunson 178. Zoe Brunson
funds managed
9.2%
178 Jerry Chafkin 178. Jerry Chafkin
funds managed
9.2%
178 Gary Cox 178. Gary Cox
funds managed
9.2%
181 Stephen J. Fauer 181. Stephen J. Fauer
funds managed
5.6%
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
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

24.6%

9.5

-2.4%

2 Wisconsin Plumb Balanced Fund
Managers
USD

23.5%

4.2

0%

3 Columbia Capital Allocation Aggressive Port;A
Managers
USD

21.6%

2.2

0%

4 T Rowe Price Personal Strategy Growth Fund
Managers
USD

21.5%

2.7

0%

5 InvestEd Growth Portfolio;A
Managers
USD

21.5%

3.0

0%

6 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

21.1%

2.6

0%

7 Goldman Sachs Growth Strategy Portfolio;Inst
Managers
USD

21.1%

2.7

0%

8 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

20.6%

2.4

0%

9 RiverFront Global Allocation Fund;A USD

20.2%

2.8

0%

10 Ladenburg Aggressive Growth Fund;I
Managers
USD

20.2%

3.1

0%

11 E-Valuator Growth RMS Fund;Service
Managers
USD

19.9%

2.6

0%

12 Hartford Growth Allocation Fund;A
Managers
USD

19.5%

2.3

0%

13 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

19.5%

2.2

0%

14 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

19.3%

2.5

-0.3%

15 Franklin Growth Allocation Fund;A
Managers
USD

19.3%

2.8

0%

16 MainStay Moderate Growth Allocation Fund;A
Managers
USD

19.1%

3.3

-0.1%

17 American Century One Choice Port Aggressive;Inv
Managers
USD

18.7%

2.3

0%

18 American Century Strat Alloc Aggressive Fund;Inv
Managers
USD

18.5%

2.3

0%

19 Wells Fargo Diversified Cap Bldr Fd;A
Managers
USD

18.3%

3.6

-0.5%

20 Oppenheimer Active Allocation Fund;A
Managers
USD

18.2%

2.4

0%

21 Pioneer Solutions - Growth Fund;A
Managers
USD

18.2%

2.3

0%

21 Thrivent Moderately Aggressive Alloc Fund;A
Managers
USD

18.2%

2.8

0%

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

18.2%

2.4

0%

24 Columbia Capital Allocation Moderate Aggr Port;I
Managers
USD

18.1%

1.9

0%

25 Janus Henderson Adaptive Global Allocation Fund;N
Managers
USD

18.0%

2.4

0%

26 Fidelity Asset Manager 70%
Managers
USD

17.9%

2.3

0%

27 Fidelity Puritan Fund
Managers
USD

17.9%

2.9

0%

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

17.8%

2.9

0%

29 SEI Aggressive Strategy Fund;F
Managers
USD

17.8%

2.6

0%

30 MFS Growth Allocation Fund;A
Managers
USD

17.8%

2.7

0%

31 American Funds Growth & Income Portfolio;A USD

17.7%

2.9

-0.1%

32 JPMorgan Investor Growth & Income Fund;A USD

17.7%

2.4

0%

33 Praxis Genesis Growth Portfolio;A
Managers
USD

17.5%

2.5

-0.3%

34 GuideStone Growth Allocation Fund;Inv
Managers
USD

17.5%

2.4

0%

35 BNY Mellon Asset Allocation Fund;M USD

17.4%

2.3

0%

36 JPMorgan Diversified Fund;L
Managers
USD

17.4%

2.2

0%

37 BlackRock Balanced Capital Fund;Institutional USD

17.4%

3.2

0.0%

38 Invesco Growth Allocation Fund;A
Managers
USD

17.3%

2.3

0%

39 Sit Balanced Fund
Managers
USD

17.3%

3.1

0%

40 T Rowe Price Balanced Fund
Managers
USD

17.3%

2.7

0%

41 PIMCO Dividend & Income Fund;A
Managers
USD

17.1%

3.1

-0.3%

42 SA Worldwide Moderate Growth Fund
Managers
USD

17.1%

2.8

-0.1%

43 Ladenburg Growth Fund;I
Managers
USD

17.0%

2.6

0%

44 Vanguard STAR Fund;Investor
Managers
USD

17.0%

2.1

0%

45 Great-West Moderately Aggrv Profile Fund;Inv USD

16.9%

2.3

0%

46 Davis Appreciation & Income Fund;A
Managers
USD

16.8%

3.3

-0.7%

47 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

16.8%

2.3

0%

48 Fidelity Balanced Fund USD

16.8%

2.7

0%

49 Dodge & Cox Balanced Fund USD

16.7%

6.0

-0.6%

50 QS Moderate Growth Fund;A
Managers
USD

16.7%

2.3

0%

51 Delaware Foundation Growth Allocation Fund;A
Managers
USD

16.6%

2.4

0%

52 Boston Trust Asset Management Fund
Managers
USD

16.6%

3.3

-0.3%

53 USAA Cornerstone Aggressive Fund
Managers
USD

16.5%

2.3

0%

54 Prudential Moderate Allocation Fund;A
Managers
USD

16.2%

1.8

0%

55 Vanguard Wellington Fund;Investor
Managers
USD

16.2%

3.0

-0.2%

56 1919 Socially Responsive Balanced Fund;B
Managers
USD

16.1%

3.2

-0.7%

57 Russell Investments Growth Strategy Fund;E
Managers
USD

16.0%

2.0

0%

58 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

16.0%

1.9

0%

59 Virtus Growth Allocation Strategy Fund;I
Managers
USD

15.9%

2.4

0%

60 Wells Fargo Growth Balanced Fund;Adm USD

15.9%

2.1

0%

61 American Beacon Balanced Fund;Institutional USD

15.8%

5.1

-0.6%

62 Calvert Moderate Allocation Fund;A
Managers
USD

15.8%

1.7

0%

63 State Farm Equity & Bond Fund;Premier USD

15.7%

2.7

0%

64 CornerCap Balanced Fund
Managers
USD

15.6%

4.9

-0.6%

65 InvestEd Balanced Portfolio;A
Managers
USD

15.6%

2.8

-0.3%

66 PSI Strategic Growth Fund;A
Managers
USD

15.5%

3.7

-0.6%

67 Federated MDT Balanced;Institutional USD

15.4%

3.0

-0.1%

68 Touchstone Balanced Fund;A
Managers
USD

15.3%

2.8

0%

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

15.3%

2.2

0%

70 SEI Moderate Strategy Allocation Fund;F
Managers
USD

15.3%

3.3

-0.2%

71 Hartford Checks and Balances Fund;A
Managers
USD

15.3%

2.6

-0.2%

72 American Funds American Balanced Fund;A USD

15.3%

2.3

-0.1%

73 American Funds Balanced Portfolio;A USD

15.2%

2.6

-0.1%

74 Invesco Equity & Income Fund;A USD

15.2%

6.2

-0.8%

75 USAA First Start Growth Fund
Managers
USD

15.2%

1.9

0%

76 Walden Asset Management Fund
Managers
USD

15.1%

3.4

-0.3%

77 FBP Appreciation & Income Opportunities Fund
Managers
USD

15.1%

6.6

-1.2%

78 T Rowe Price Capital Appreciation Fund
Managers
USD

15.0%

2.2

0%

79 American Century One Choice Port Moderate;Inv
Managers
USD

14.9%

1.9

0%

80 John Hancock Capital Appreciation Value Fund;NAV
Managers
USD

14.8%

2.2

0%

80 BMO Balanced Allocation Fund;R-6
Managers
USD

14.8%

2.1

0%

82 Hartford Balanced Fund;A
Managers
USD

14.8%

3.1

-0.1%

83 AIG Multi-Asset Allocation Fund;A
Managers
USD

14.8%

2.9

0%

84 Hartford Balanced HLS Fd;IA
Managers
USD

14.7%

3.1

-0.1%

85 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

14.7%

1.9

-0.1%

86 Prudential Balanced Fund;Z USD

14.6%

2.4

0.0%

87 Franklin NextStep Growth Fund;A
Managers
USD

14.6%

2.2

0%

88 Franklin Founding Funds Alloc Fund;A
Managers
USD

14.6%

4.5

-1.7%

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

14.5%

3.7

-0.9%

90 Fidelity Global Balanced Fund USD

14.5%

5.3

-2.7%

91 Value Line Asset Allocation Fund;Investor
Managers
USD

14.2%

3.9

-0.7%

92 Principal SAM Balanced Portfolio;A
Managers
USD

14.2%

2.2

0%

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

14.1%

5.3

-1.9%

94 LKCM Balanced Fund;Institutional
Managers
USD

13.9%

2.4

-0.1%

95 Transamerica Multi-Managed Balanced;A USD

13.9%

2.3

0%

96 Transamerica Balanced II;R USD

13.6%

2.3

0%

97 Dreyfus Balanced Opportunity Fund;J USD

13.5%

4.5

-1.1%

98 James Aggressive Allocation Fund USD

13.5%

5.8

-1.5%

99 John Hancock Balanced Fund;A
Managers
USD

13.4%

2.5

0%

100 Green Century Balanced Fund;Individual Investor
Managers
USD

13.3%

2.9

-0.5%

101 Tributary Balanced Fund;Institutional
Managers
USD

13.1%

2.6

0.0%

102 Columbia Balanced Fund;I USD

13.1%

2.1

0%

103 Frost Aggressive Allocation;Investor
Managers
USD

13.0%

2.4

-0.2%

104 Villere Balanced Fund
Managers
USD

13.0%

6.9

-3.5%

105 New Covenant Balanced Growth Fund
Managers
USD

13.0%

2.0

0%

106 Thrivent Growth and Income Plus Fund;A USD

12.9%

2.3

-0.2%

107 WesMark Balanced Fund
Managers
USD

12.6%

3.7

-0.4%

108 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

12.5%

2.0

-0.2%

109 Calvert Balanced Portfolio;A USD

12.2%

2.4

0%

110 Mairs & Power Balanced Fund
Managers
USD

12.0%

3.1

-0.4%

111 Eaton Vance Balanced Fund;A
Managers
USD

12.0%

2.3

-0.1%

112 Highland Total Return Fund;A
Managers
USD

11.9%

4.8

-0.9%

113 Pacific Advisors Balanced Fund;A
Managers
USD

11.8%

7.8

-3.1%

114 Pax Balanced Fund;Individual Investor USD

11.8%

2.1

0%

115 Port Street Institutional Opportunities Fd;Inst
Managers
USD

11.6%

1.7

0%

116 Holland Balanced Fund
Managers
USD

11.6%

3.7

-0.8%

117 Davenport Balanced Income Fund USD

11.5%

2.8

-0.4%

118 SEI Conservative Strategy Allocation Fund;F
Managers
USD

11.0%

3.8

-0.7%

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

10.6%

4.1

-1.8%

120 MainStay Balanced Fund;I USD

10.6%

2.9

-0.3%

121 Ivy Balanced Fund;A
Managers
USD

10.4%

3.6

-1.4%

122 Salient Adaptive Balanced Fund;Institutional
Managers
USD

10.3%

4.5

-2.0%

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

10.3%

3.5

-1.3%

124 UTC North American Fund
Managers
USD

9.9%

6.2

-2.0%

125 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

9.6%

3.2

-1.2%

126 GuidePath Conservative Allocation Fund;Service
Managers
USD

9.2%

2.7

-1.3%

127 PSI Tactical Growth Fund;A
Managers
USD

6.7%

4.8

-3.2%

128 1789 Growth and Income Fund;C
Managers
USD

5.6%

4.1

-1.7%

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
manager return
Vishal Khanduja Vishal Khanduja
funds managed
15.7%
Anwiti Bahuguna Anwiti Bahuguna
funds managed
19.8%
Jeffrey Knight Jeffrey Knight
funds managed
19.8%
Daniel Ivascyn Daniel Ivascyn
funds managed
17.1%
Nicole Goldberger Nicole Goldberger
funds managed
17.4%
James Fetch James Fetch
funds managed
21.1%
Robert Kea Robert Kea
funds managed
21.1%
Jason Vaillancourt Jason Vaillancourt
funds managed
21.1%
Alfred T. Murata Alfred T. Murata
funds managed
17.1%
Stephen D Lowe Stephen D Lowe
funds managed
18.2%
Ronald Horner Ronald Horner
funds managed
13.1%
Robert A. Lee Robert A. Lee
funds managed
14.5%
Bryce A. Doty Bryce A. Doty
funds managed
17.3%
Scot C. Hollmann Scot C. Hollmann
funds managed
13.9%
Mark Johnson Mark Johnson
funds managed
13.9%
Margaret Patel Margaret Patel
funds managed
18.3%
Jeffrey N. Given Jeffrey N. Given
funds managed
13.4%
Benjamin Bailey Benjamin Bailey
funds managed
17.5%
Delmar King Delmar King
funds managed
17.5%
Liane Rosenberg Liane Rosenberg
funds managed
14.2%
Charles M. Shriver Charles M. Shriver
funds managed
19.4%
William H. Apfel William H. Apfel
funds managed
15.1%
Christopher C. Davis Christopher C. Davis
funds managed
16.8%
Edward P. Bousa Edward P. Bousa
funds managed
16.2%
Karen H. Grimes Karen H. Grimes
funds managed
14.7%
Daniel Manion Daniel Manion
funds managed
15.3%
J. Luther King Jr. J. Luther King Jr.
funds managed
13.9%
G. Kenneth Heebner G. Kenneth Heebner
funds managed
24.6%
Geoff Stein Geoff Stein
funds managed
17.9%
William Coleman William Coleman
funds managed
17.0%
Walter Nejman Walter Nejman
funds managed
17.0%
Thomas G. Plumb Thomas G. Plumb
funds managed
23.5%
Thomas E. Quinn Thomas E. Quinn
funds managed
15.6%
Jeffrey P. Moeller Jeffrey P. Moeller
funds managed
15.6%
J. Cannon Carr Jr J. Cannon Carr Jr
funds managed
15.6%
James Smigiel James Smigiel
funds managed
14.7%
Ryan Schneck Ryan Schneck
funds managed
14.7%
Ted Lockwood Ted Lockwood
funds managed
16.2%
Scott Wilson Scott Wilson
funds managed
17.4%
Radu Gabudean Radu Gabudean
funds managed
17.4%
Richard Weiss Richard Weiss
funds managed
17.4%
David MacEwen David MacEwen
funds managed
17.4%
John Speer John Speer
funds managed
17.4%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
17.8%
Jason Doiron Jason Doiron
funds managed
15.3%
David Giroux David Giroux
funds managed
14.9%
John Keogh John Keogh
funds managed
16.2%
Charlie D. Averill Charlie D. Averill
funds managed
14.2%
Todd Jablonski Todd Jablonski
funds managed
14.2%
Michael Stout Michael Stout
funds managed
15.3%
Dan McNeela Dan McNeela
funds managed
15.3%
Dario Castagna Dario Castagna
funds managed
15.3%
Joel M. Kallman Joel M. Kallman
funds managed
16.2%
John Cunniff John Cunniff
funds managed
20.6%
Hans Erickson Hans Erickson
funds managed
20.6%
Blake Todd Blake Todd
funds managed
14.1%
Jarrett Perez Jarrett Perez
funds managed
14.1%
Enrique Chang Enrique Chang
funds managed
17.9%
Ashwin G. Alankar Ashwin G. Alankar
funds managed
17.9%