rank manager return
1 Margaret Patel 1. Margaret Patel
funds managed
45.9%
2 Thomas G. Plumb 2. Thomas G. Plumb
funds managed
37.6%
3 David Giroux 3. David Giroux
funds managed
37.4%
4 Domenic Colasacco 4. Domenic Colasacco
funds managed
36.8%
5 Hans Erickson 5. Hans Erickson
funds managed
36.5%
5 John Cunniff 5. John Cunniff
funds managed
36.5%
7 Jeffrey Knight 7. Jeffrey Knight
funds managed
35.8%
7 Anwiti Bahuguna 7. Anwiti Bahuguna
funds managed
35.8%
9 Jason Vaillancourt 9. Jason Vaillancourt
funds managed
34.9%
9 Robert Schoen 9. Robert Schoen
funds managed
34.9%
9 James Fetch 9. James Fetch
funds managed
34.9%
12 Charles M. Shriver 12. Charles M. Shriver
funds managed
34.3%
13 Harley Lank 13. Harley Lank
funds managed
33.8%
13 Ramin Arani 13. Ramin Arani
funds managed
33.8%
15 G. Kenneth Heebner 15. G. Kenneth Heebner
funds managed
33.6%
16 William H. Apfel 16. William H. Apfel
funds managed
33.5%
17 Joseph Flaherty, Jr 17. Joseph Flaherty, Jr
funds managed
33.2%
18 Nathan Thooft 18. Nathan Thooft
funds managed
33.2%
18 Marcelle Daher 18. Marcelle Daher
funds managed
33.2%
18 Bob Boyda 18. Bob Boyda
funds managed
33.2%
21 Edward P. Bousa 21. Edward P. Bousa
funds managed
32.9%
22 Mark Johnson 22. Mark Johnson
funds managed
32.7%
22 J. Luther King Jr. 22. J. Luther King Jr.
funds managed
32.7%
22 Scot C. Hollmann 22. Scot C. Hollmann
funds managed
32.7%
25 Stephen D Lowe 25. Stephen D Lowe
funds managed
32.5%
26 Mark L Simenstad 26. Mark L Simenstad
funds managed
32.4%
26 David C Francis 26. David C Francis
funds managed
32.4%
28 John Keogh 28. John Keogh
funds managed
32.3%
29 Geoff Stein 29. Geoff Stein
funds managed
32.2%
30 Bryce A. Doty 30. Bryce A. Doty
funds managed
31.5%
30 Roger J. Sit 30. Roger J. Sit
funds managed
31.5%
32 Daniel Manion 32. Daniel Manion
funds managed
31.1%
33 William Coleman 33. William Coleman
funds managed
30.9%
33 Walter Nejman 33. Walter Nejman
funds managed
30.9%
35 Richard Weiss 35. Richard Weiss
funds managed
30.3%
35 David MacEwen 35. David MacEwen
funds managed
30.3%
35 Radu Gabudean 35. Radu Gabudean
funds managed
30.3%
35 Scott Wilson 35. Scott Wilson
funds managed
30.3%
39 Mark Hamilton 39. Mark Hamilton
funds managed
30.2%
39 Dokyoung Lee 39. Dokyoung Lee
funds managed
30.2%
39 Caleb Wong 39. Caleb Wong
funds managed
30.2%
42 Poul Kristensen 42. Poul Kristensen
funds managed
30.0%
42 Jonathan B. Swaney 42. Jonathan B. Swaney
funds managed
30.0%
42 Jae S. Yoon 42. Jae S. Yoon
funds managed
30.0%
45 Delmar King 45. Delmar King
funds managed
29.6%
45 Benjamin Bailey 45. Benjamin Bailey
funds managed
29.6%
47 James C. Willis 47. James C. Willis
funds managed
29.5%
47 Jeffrey J. Schappe 47. Jeffrey J. Schappe
funds managed
29.5%
49 Blake Todd 49. Blake Todd
funds managed
29.4%
49 Jarrett Perez 49. Jarrett Perez
funds managed
29.4%
51 Michael Stout 51. Michael Stout
funds managed
29.3%
51 Dan McNeela 51. Dan McNeela
funds managed
29.3%
53 Stephen E. Grant 53. Stephen E. Grant
funds managed
29.2%
53 Jeffrey Geffen 53. Jeffrey Geffen
funds managed
29.2%
53 Liane Rosenberg 53. Liane Rosenberg
funds managed
29.2%
56 Michael Schoenhaut 56. Michael Schoenhaut
funds managed
28.8%
56 Nicole Goldberger 56. Nicole Goldberger
funds managed
28.8%
56 John Speer 56. John Speer
funds managed
28.8%
59 Tim Bray 59. Tim Bray
funds managed
28.8%
59 Matt L. Peden 59. Matt L. Peden
funds managed
28.8%
61 Thomas Picciochi 61. Thomas Picciochi
funds managed
28.8%
61 Ellen Tesler 61. Ellen Tesler
funds managed
28.8%
63 John O'Toole 63. John O'Toole
funds managed
28.3%
63 Salvatore Buono 63. Salvatore Buono
funds managed
28.3%
63 Paul Weber 63. Paul Weber
funds managed
28.3%
66 Kandarp R. Acharya 66. Kandarp R. Acharya
funds managed
28.2%
66 Christian L. Chan 66. Christian L. Chan
funds managed
28.2%
68 John T. Bruce 68. John T. Bruce
funds managed
28.1%
69 Tony Coffey 69. Tony Coffey
funds managed
27.9%
70 Karen H. Grimes 70. Karen H. Grimes
funds managed
27.8%
71 Derek B. Bloom 71. Derek B. Bloom
funds managed
27.5%
71 Keith B. Hembre 71. Keith B. Hembre
funds managed
27.5%
73 Enrique Chang 73. Enrique Chang
funds managed
27.4%
73 Ashwin G. Alankar 73. Ashwin G. Alankar
funds managed
27.4%
75 Vernon J. Meyer 75. Vernon J. Meyer
funds managed
27.3%
76 Roger C. Hamilton 76. Roger C. Hamilton
funds managed
27.2%
76 Jeffrey N. Given 76. Jeffrey N. Given
funds managed
27.2%
78 Ryan Schneck 78. Ryan Schneck
funds managed
27.1%
78 James Smigiel 78. James Smigiel
funds managed
27.1%
80 Thomas Nelson 80. Thomas Nelson
funds managed
26.8%
81 Michael Holland 81. Michael Holland
funds managed
26.6%
82 Ronald L. Kaliebe 82. Ronald L. Kaliebe
funds managed
25.7%
82 Kevin V. Earley 82. Kevin V. Earley
funds managed
25.7%
84 Charles Gaffney 84. Charles Gaffney
funds managed
25.4%
84 Joel M. Kallman 84. Joel M. Kallman
funds managed
25.4%
84 Ted Lockwood 84. Ted Lockwood
funds managed
25.4%
87 Rob Balkema 87. Rob Balkema
funds managed
25.2%
87 Brian Meath 87. Brian Meath
funds managed
25.2%
89 Wasif A. Latif 89. Wasif A. Latif
funds managed
25.0%
89 Arnold J. Espe 89. Arnold J. Espe
funds managed
25.0%
91 Todd Jablonski 91. Todd Jablonski
funds managed
24.8%
91 Charlie D. Averill 91. Charlie D. Averill
funds managed
24.8%
93 J. Cannon Carr Jr 93. J. Cannon Carr Jr
funds managed
24.6%
93 Jeffrey P. Moeller 93. Jeffrey P. Moeller
funds managed
24.6%
93 Thomas E. Quinn 93. Thomas E. Quinn
funds managed
24.6%
96 Giulio Martin 96. Giulio Martin
funds managed
24.6%
97 Charles Lauber 97. Charles Lauber
funds managed
24.5%
97 Kurt Spieler 97. Kurt Spieler
funds managed
24.5%
97 Ronald Horner 97. Ronald Horner
funds managed
24.5%
100 Vishal Khanduja 100. Vishal Khanduja
funds managed
24.2%
101 Ronald T. Bates 101. Ronald T. Bates
funds managed
23.9%
101 Aimee M. Eudy 101. Aimee M. Eudy
funds managed
23.9%
103 David Ellwood 103. David Ellwood
funds managed
23.8%
103 Steven Kellas 103. Steven Kellas
funds managed
23.8%
103 Scott Love 103. Scott Love
funds managed
23.8%
106 John P. Toohey 106. John P. Toohey
funds managed
23.2%
107 Ronald E. Canakaris 107. Ronald E. Canakaris
funds managed
22.7%
107 Helen M. Donahue 107. Helen M. Donahue
funds managed
22.7%
109 Mathew Patsky 109. Mathew Patsky
funds managed
22.6%
109 Stephanie Leighton 109. Stephanie Leighton
funds managed
22.6%
109 Cheryl Smith 109. Cheryl Smith
funds managed
22.6%
112 John Hakopian 112. John Hakopian
funds managed
22.0%
112 Jim Garrison 112. Jim Garrison
funds managed
22.0%
112 Eric Speron 112. Eric Speron
funds managed
22.0%
115 Brian A. Krawez 115. Brian A. Krawez
funds managed
20.3%
116 Daniel Ivascyn 116. Daniel Ivascyn
funds managed
20.0%
116 Alfred T. Murata 116. Alfred T. Murata
funds managed
20.0%
118 Matthew A. Hekman 118. Matthew A. Hekman
funds managed
19.1%
119 Stephen J. Fauer 119. Stephen J. Fauer
funds managed
16.0%
120 Deyson Scott 120. Deyson Scott
funds managed
15.2%
121 Lamar G. Villere 121. Lamar G. Villere
funds managed
14.3%
121 George V. Young 121. George V. Young
funds managed
14.3%
121 Denis J. Villere III 121. Denis J. Villere III
funds managed
14.3%
124 David Jajewski 124. David Jajewski
funds managed
12.3%
124 John Williamson 124. John Williamson
funds managed
12.3%
126 Jerry Chafkin 126. Jerry Chafkin
funds managed
10.2%
126 Zoe Brunson 126. Zoe Brunson
funds managed
10.2%
128 Nathan J. Rowader 128. Nathan J. Rowader
funds managed
8.6%
129 Charles Suh 129. Charles Suh
funds managed
0.4%
129 Jingjing Yan 129. Jingjing Yan
funds managed
0.4%
Managers with less than 36 months history are below. View 1 month performance
Jon D. Adams Jon D. Adams
funds managed
John Arege John Arege
funds managed
Robert Arnott Robert Arnott
funds managed
Darren M Bagwell Darren M Bagwell
funds managed
Peter Batchelar Peter Batchelar
funds managed
Robert J. Benson Robert J. Benson
funds managed
Philip Blancato Philip Blancato
funds managed
Petros Bocray Petros Bocray
funds managed
Daniel Boncarosky Daniel Boncarosky
funds managed
Jacob Borbidge Jacob Borbidge
funds managed
Justin H Bourgette Justin H Bourgette
funds managed
Christopher Brightman Christopher Brightman
funds managed
Chace Brundige Chace Brundige
funds managed
Matt Carvalho Matt Carvalho
funds managed
Raymond Chan Raymond Chan
funds managed
Gary Cox Gary Cox
funds managed
Christopher C. Davis Christopher C. Davis
funds managed
Stephen Dolce Stephen Dolce
funds managed
Michael Dowdall Michael Dowdall
funds managed
Brian Ellis Brian Ellis
funds managed
Sean Gallagher Sean Gallagher
funds managed
Karen Guyadeen-Gosine Karen Guyadeen-Gosine
funds managed
Adam H. Illfelder Adam H. Illfelder
funds managed
David L. Hintz David L. Hintz
funds managed
Bryan Hoffman Bryan Hoffman
funds managed
Lance Humphrey Lance Humphrey
funds managed
Michael J Scanlon, Jr Michael J Scanlon, Jr
funds managed
Creston King Creston King
funds managed
Joshua B. Kutin Joshua B. Kutin
funds managed
Robert A. Lee Robert A. Lee
funds managed
John Levy John Levy
funds managed
Stephen Lingard Stephen Lingard
funds managed
Douglas A. Loeffler Douglas A. Loeffler
funds managed
Christopher Lvoff Christopher Lvoff
funds managed
James Macey James Macey
funds managed
Sheldon P. McFarland Sheldon P. McFarland
funds managed
Kevin Miller Kevin Miller
funds managed
Loren L. Moran Loren L. Moran
funds managed
Allison Mortensen Allison Mortensen
funds managed
Duy Nguyen Duy Nguyen
funds managed
Nathan Palmer Nathan Palmer
funds managed
Rick Perry Rick Perry
funds managed
Adam Petryk Adam Petryk
funds managed
Michael Plage Michael Plage
funds managed
Timothy J. Policinski Timothy J. Policinski
funds managed
Cynthia P. Prince-Fox Cynthia P. Prince-Fox
funds managed
Peter Sackmann Peter Sackmann
funds managed
Ronald D. Sit Ronald D. Sit
funds managed
Amit Soni Amit Soni
funds managed
Michael E. Stack Michael E. Stack
funds managed
Kevin J. Stoll Kevin J. Stoll
funds managed
Dan R Strelow Dan R Strelow
funds managed
Gregory L. Tornga Gregory L. Tornga
funds managed
Edward J Tostanoski Edward J Tostanoski
funds managed
Peter Vaiciunas Peter Vaiciunas
funds managed
Thomas Wagner Thomas Wagner
funds managed
Lisa A. Welch Lisa A. Welch
funds managed
Anthony Wicklund Anthony Wicklund
funds managed
James E Wilhelm Jr. James E Wilhelm Jr.
funds managed
Aaron Young Aaron Young
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Wells Fargo Diversified Cap Bldr Fd;A
Managers
USD

45.9%

8.7

-10.0%

2 Columbia Capital Allocation Aggressive Port;A
Managers
USD

38.6%

8.9

-9.9%

3 T Rowe Price Personal Strategy Growth Fund
Managers
USD

38.0%

8.9

-10.4%

4 Wisconsin Plumb Balanced Fund
Managers
USD

37.6%

7.7

-9.6%

5 T Rowe Price Capital Appreciation Fund
Managers
USD

37.4%

6.6

-5.1%

6 Goldman Sachs Growth Strategy Portfolio;Inst
Managers
USD

37.3%

8.4

-9.8%

7 Boston Trust Asset Management Fund
Managers
USD

36.8%

6.8

-4.8%

8 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

36.5%

8.7

-10.8%

9 Dodge & Cox Balanced Fund USD

36.2%

8.6

-9.8%

10 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

34.9%

9.0

-11.1%

11 American Funds Growth & Income Portfolio;A USD

34.1%

8.2

-8.0%

12 Fidelity Puritan Fund
Managers
USD

33.8%

7.4

-7.0%

13 CGM Mutual Fund
Managers
USD

33.6%

12.1

-18.1%

14 Walden Asset Management Fund
Managers
USD

33.5%

7.0

-5.3%

15 American Funds American Balanced Fund;A USD

33.5%

6.5

-5.3%

16 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

33.4%

8.7

-11.7%

17 MFS Growth Allocation Fund;A
Managers
USD

33.2%

7.9

-9.1%

18 Columbia Capital Allocation Moderate Aggr Port;I
Managers
USD

33.1%

7.4

-8.2%

19 BlackRock Balanced Capital Fund;Institutional USD

33.0%

6.9

-5.6%

20 Vanguard Wellington Fund;Investor
Managers
USD

32.9%

6.8

-6.0%

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

32.9%

8.3

-9.8%

22 LKCM Balanced Fund;Institutional
Managers
USD

32.7%

7.3

-7.3%

22 Invesco Equity & Income Fund;A USD

32.7%

8.4

-10.0%

24 American Century One Choice Port Aggressive;Inv
Managers
USD

32.7%

8.5

-10.8%

25 Thrivent Moderately Aggressive Alloc Fund;A
Managers
USD

32.4%

8.5

-10.1%

26 Fidelity Asset Manager 70%
Managers
USD

32.2%

7.8

-9.9%

27 American Century Strat Alloc Aggressive Fund;Inv
Managers
USD

32.0%

8.6

-11.1%

28 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

32.0%

9.0

-12.3%

29 Fidelity Balanced Fund USD

31.9%

7.4

-7.6%

30 InvestEd Growth Portfolio;A
Managers
USD

31.5%

9.7

-11.6%

31 Sit Balanced Fund
Managers
USD

31.5%

6.4

-5.0%

32 Touchstone Balanced Fund;A
Managers
USD

31.1%

6.6

-5.8%

33 Vanguard STAR Fund;Investor
Managers
USD

30.9%

7.0

-8.0%

34 T Rowe Price Balanced Fund
Managers
USD

30.6%

7.2

-7.9%

35 JPMorgan Investor Growth & Income Fund;A USD

30.3%

7.5

-9.2%

36 Franklin Growth Allocation Fund;A
Managers
USD

30.2%

8.4

-11.5%

37 Oppenheimer Active Allocation Fund;A
Managers
USD

30.2%

8.4

-10.8%

38 Columbia Balanced Fund;I USD

30.0%

6.3

-5.7%

39 MainStay Moderate Growth Allocation Fund;A
Managers
USD

30.0%

9.2

-12.9%

40 Great-West Moderately Aggrv Profile Fund;Inv USD

29.9%

7.3

-8.4%

41 Prudential Balanced Fund;Z USD

29.7%

6.3

-5.1%

42 RiverFront Global Allocation Fund;I USD

29.7%

10.1

-13.7%

43 Praxis Genesis Growth Portfolio;A
Managers
USD

29.6%

8.2

-10.5%

44 SEI Moderate Strategy Allocation Fund;F
Managers
USD

29.5%

7.2

-6.9%

45 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

29.5%

8.0

-11.2%

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

29.4%

8.6

-8.1%

47 Dreyfus Balanced Opportunity Fund;J USD

29.4%

7.4

-7.0%

48 SEI Aggressive Strategy Fund;F
Managers
USD

29.4%

8.1

-12.0%

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

29.3%

7.3

-8.4%

50 American Funds Moderate Gro and Inc Ptf;A USD

29.3%

6.7

-6.1%

51 Value Line Asset Allocation Fund;Investor
Managers
USD

29.2%

6.5

-5.3%

52 Wells Fargo Growth Balanced Fund;Adm USD

29.2%

7.0

-7.2%

53 JPMorgan Diversified Fund;L
Managers
USD

28.8%

7.2

-9.3%

54 GuideStone Growth Allocation Fund;Inv
Managers
USD

28.8%

8.5

-12.5%

55 QS Moderate Growth Fund;A
Managers
USD

28.8%

7.9

-9.9%

56 Hartford Balanced HLS Fd;IA
Managers
USD

28.6%

6.9

-6.6%

57 Hartford Checks and Balances Fund;A
Managers
USD

28.5%

7.1

-7.7%

58 State Farm Equity & Bond Fund;Premier USD

28.3%

5.8

-5.1%

59 Pioneer Solutions - Growth Fund;A
Managers
USD

28.3%

8.6

-11.9%

60 FBP Appreciation & Income Opportunities Fund
Managers
USD

28.1%

9.9

-13.5%

61 BNY Mellon Asset Allocation Fund;M USD

27.6%

7.3

-9.6%

62 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

27.5%

7.7

-10.7%

63 Calvert Moderate Allocation Fund;A
Managers
USD

27.4%

6.9

-8.5%

64 American Beacon Balanced Fund;Institutional USD

27.2%

7.5

-10.1%

65 John Hancock Balanced Fund;A
Managers
USD

27.2%

6.8

-8.0%

66 Hartford Balanced Fund;A
Managers
USD

27.0%

7.3

-7.1%

66 Fidelity Global Balanced Fund USD

27.0%

7.7

-7.4%

68 AIG Multi-Asset Allocation Fund;A
Managers
USD

27.0%

7.7

-10.1%

69 Transamerica Multi-Managed Balanced;A USD

26.9%

6.2

-5.8%

70 Transamerica Balanced II;R USD

26.7%

6.0

-5.6%

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

26.7%

8.2

-11.4%

72 Holland Balanced Fund
Managers
USD

26.6%

6.2

-4.1%

73 American Century One Choice Port Moderate;Inv
Managers
USD

26.2%

6.9

-8.6%

74 Hartford Growth Allocation Fund;A
Managers
USD

26.0%

8.9

-14.8%

75 Virtus Growth Allocation Strategy Fund;I
Managers
USD

25.8%

7.9

-9.8%

76 Davis Appreciation & Income Fund;A
Managers
USD

25.8%

11.9

-22.2%

77 Invesco Growth Allocation Fund;A
Managers
USD

25.7%

7.7

-11.2%

78 Mairs & Power Balanced Fund
Managers
USD

25.7%

6.5

-6.7%

79 USAA Cornerstone Aggressive Fund
Managers
USD

25.6%

8.4

-12.6%

80 Franklin Founding Funds Alloc Fund;A
Managers
USD

25.4%

9.8

-15.2%

81 Eaton Vance Balanced Fund;A
Managers
USD

25.4%

5.9

-5.4%

81 Prudential Moderate Allocation Fund;A
Managers
USD

25.4%

6.8

-9.4%

83 Federated MDT Balanced;Institutional USD

25.4%

6.9

-9.1%

84 BMO Balanced Allocation Fund;R-6
Managers
USD

25.3%

7.1

-9.6%

85 Russell Investments Growth Strategy Fund;E
Managers
USD

25.2%

7.9

-11.7%

86 New Covenant Balanced Growth Fund
Managers
USD

25.1%

6.3

-6.7%

87 InvestEd Balanced Portfolio;A
Managers
USD

25.1%

7.8

-9.0%

88 Principal SAM Balanced Portfolio;A
Managers
USD

24.8%

6.2

-7.7%

89 Pax Balanced Fund;Individual Investor USD

24.7%

6.3

-6.2%

90 CornerCap Balanced Fund
Managers
USD

24.6%

7.5

-10.6%

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

24.6%

8.1

-13.2%

92 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

24.6%

7.0

-9.7%

93 Tributary Balanced Fund;Institutional
Managers
USD

24.5%

6.8

-6.8%

94 USAA First Start Growth Fund
Managers
USD

24.3%

7.4

-9.4%

95 Thrivent Growth and Income Plus Fund;A USD

24.1%

7.7

-9.0%

96 1919 Socially Responsive Balanced Fund;B
Managers
USD

23.9%

7.1

-8.4%

97 WesMark Balanced Fund
Managers
USD

23.8%

6.0

-6.6%

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

22.7%

6.1

-5.1%

99 Green Century Balanced Fund;Individual Investor
Managers
USD

22.6%

7.8

-10.6%

100 SEI Conservative Strategy Allocation Fund;F
Managers
USD

22.3%

6.6

-5.3%

101 Highland Total Return Fund;A
Managers
USD

22.0%

8.3

-8.3%

102 Calvert Balanced Fund;A USD

21.4%

6.6

-8.4%

103 American Funds Capital Income Builder;A USD

21.2%

7.5

-8.4%

104 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

20.3%

7.1

-5.8%

105 MainStay Balanced Fund;I USD

20.2%

6.3

-7.8%

106 PIMCO Dividend & Income Fund;A
Managers
USD

20.0%

9.7

-19.2%

107 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

19.4%

7.3

-10.9%

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

19.2%

7.8

-9.2%

109 Ivy Balanced Fund;A
Managers
USD

18.9%

7.7

-9.1%

110 PSI Strategic Growth Fund;A
Managers
USD

18.1%

7.1

-11.8%

111 1789 Growth and Income Fund;C
Managers
USD

16.0%

8.5

-9.7%

112 UTC North American Fund
Managers
USD

15.2%

9.0

-13.3%

113 Villere Balanced Fund
Managers
USD

14.3%

10.7

-17.5%

114 GuidePath Conservative Allocation Fund;Service
Managers
USD

10.2%

6.8

-12.1%

115 Salient Adaptive Balanced Fund;Institutional
Managers
USD

8.6%

7.8

-15.1%

116 PSI Tactical Growth Fund;A
Managers
USD

6.3%

6.7

-15.9%

117 Pacific Advisors Balanced Fund;A
Managers
USD

0.4%

11.6

-24.4%

Funds with less than 36 months history are below. View 1 month performance
Davenport Balanced Income Fund
Managers
E-Valuator Growth RMS Fund;Service
Managers
Franklin NextStep Growth Fund;A
Managers
James Aggressive Allocation Fund
Managers
Janus Henderson Adaptive Global Allocation Fund;N
Managers
Ladenburg Aggressive Growth Fund;I
Managers
Ladenburg Growth Fund;I
Managers
Port Street Institutional Opportunities Fd;Inst
Managers
Prudential 60/40 Allocation Fund;R6
Managers
SA Worldwide Moderate Growth Fund;Select
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
32.7%
Tim Bray Tim Bray
funds managed
28.8%
Margaret Patel Margaret Patel
funds managed
45.9%
Mark Hamilton Mark Hamilton
funds managed
30.2%
J. Luther King Jr. J. Luther King Jr.
funds managed
32.7%
G. Kenneth Heebner G. Kenneth Heebner
funds managed
33.6%
Karen H. Grimes Karen H. Grimes
funds managed
27.8%
Jeffrey Knight Jeffrey Knight
funds managed
35.8%
William H. Apfel William H. Apfel
funds managed
33.5%
Harley Lank Harley Lank
funds managed
33.8%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
33.2%
David Giroux David Giroux
funds managed
37.4%
Dokyoung Lee Dokyoung Lee
funds managed
30.2%
David MacEwen David MacEwen
funds managed
30.3%
Radu Gabudean Radu Gabudean
funds managed
30.3%
Edward P. Bousa Edward P. Bousa
funds managed
32.9%
John Keogh John Keogh
funds managed
32.3%
Hans Erickson Hans Erickson
funds managed
36.5%
John Cunniff John Cunniff
funds managed
36.5%
Daniel Ivascyn Daniel Ivascyn
funds managed
20.0%
Alfred T. Murata Alfred T. Murata
funds managed
20.0%
Jason Vaillancourt Jason Vaillancourt
funds managed
34.9%
Jeffrey N. Given Jeffrey N. Given
funds managed
27.2%
Scott Wilson Scott Wilson
funds managed
30.3%
Vishal Khanduja Vishal Khanduja
funds managed
24.2%
Geoff Stein Geoff Stein
funds managed
32.2%
Thomas Picciochi Thomas Picciochi
funds managed
28.8%
Nicole Goldberger Nicole Goldberger
funds managed
28.8%
Charles M. Shriver Charles M. Shriver
funds managed
34.3%
Stephen D Lowe Stephen D Lowe
funds managed
32.5%
James Fetch James Fetch
funds managed
34.9%
Thomas G. Plumb Thomas G. Plumb
funds managed
37.6%
J. Cannon Carr Jr J. Cannon Carr Jr
funds managed
24.6%
Daniel Manion Daniel Manion
funds managed
31.1%
Anwiti Bahuguna Anwiti Bahuguna
funds managed
35.8%
Scot C. Hollmann Scot C. Hollmann
funds managed
32.7%
James C. Willis James C. Willis
funds managed
29.5%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
29.5%
Jeffrey P. Moeller Jeffrey P. Moeller
funds managed
24.6%
Bryce A. Doty Bryce A. Doty
funds managed
31.5%
Ellen Tesler Ellen Tesler
funds managed
28.8%
Liane Rosenberg Liane Rosenberg
funds managed
29.2%
William Coleman William Coleman
funds managed
30.9%
Walter Nejman Walter Nejman
funds managed
30.9%
Jerry Chafkin Jerry Chafkin
funds managed
10.2%
Ronald Horner Ronald Horner
funds managed
24.5%
Matt L. Peden Matt L. Peden
funds managed
28.8%
Thomas E. Quinn Thomas E. Quinn
funds managed
24.6%
Domenic Colasacco Domenic Colasacco
funds managed
36.8%
John Speer John Speer
funds managed
28.8%
Zoe Brunson Zoe Brunson
funds managed
10.2%
Managers with less than 36 months history are below. View 1 month performance
Robert J. Benson Robert J. Benson
funds managed
Christopher C. Davis Christopher C. Davis
funds managed
Robert A. Lee Robert A. Lee
funds managed
Rick Perry Rick Perry
funds managed
Timothy J. Policinski Timothy J. Policinski
funds managed