;
rank manager return
1 Margaret Patel 1. Margaret Patel
funds managed
35.0%
2 David Giroux 2. David Giroux
funds managed
32.0%
3 Philip Green 3. Philip Green
funds managed
25.6%
3 Bob Miller 3. Bob Miller
funds managed
25.6%
3 Rick Rieder 3. Rick Rieder
funds managed
25.6%
3 Peter Stournaras 3. Peter Stournaras
funds managed
25.6%
7 Domenic Colasacco 7. Domenic Colasacco
funds managed
25.0%
8 Harley Lank 8. Harley Lank
funds managed
24.2%
8 Ramin Arani 8. Ramin Arani
funds managed
24.2%
10 Roger J. Sit 10. Roger J. Sit
funds managed
23.8%
10 Bryce A. Doty 10. Bryce A. Doty
funds managed
23.8%
12 John Keogh 12. John Keogh
funds managed
23.2%
13 Edward P. Bousa 13. Edward P. Bousa
funds managed
22.8%
14 William H. Apfel 14. William H. Apfel
funds managed
22.4%
15 Robert Schoen 15. Robert Schoen
funds managed
22.1%
15 Jason Vaillancourt 15. Jason Vaillancourt
funds managed
22.1%
15 James Fetch 15. James Fetch
funds managed
22.1%
15 Robert Kea 15. Robert Kea
funds managed
22.1%
19 Nathan M. Plumb 19. Nathan M. Plumb
funds managed
22.0%
19 Thomas G. Plumb 19. Thomas G. Plumb
funds managed
22.0%
21 Mark Johnson 21. Mark Johnson
funds managed
21.8%
21 J. Luther King Jr. 21. J. Luther King Jr.
funds managed
21.8%
21 Scot C. Hollmann 21. Scot C. Hollmann
funds managed
21.8%
24 Stephen E. Grant 24. Stephen E. Grant
funds managed
21.5%
24 Liane Rosenberg 24. Liane Rosenberg
funds managed
21.5%
24 Jeffrey Geffen 24. Jeffrey Geffen
funds managed
21.5%
27 Ryan Schneck 27. Ryan Schneck
funds managed
21.4%
27 James Smigiel 27. James Smigiel
funds managed
21.4%
29 Charles M. Shriver 29. Charles M. Shriver
funds managed
20.4%
30 Blake Todd 30. Blake Todd
funds managed
20.3%
30 Jarrett Perez 30. Jarrett Perez
funds managed
20.3%
32 John Cunniff 32. John Cunniff
funds managed
19.9%
32 Hans Erickson 32. Hans Erickson
funds managed
19.9%
34 Nicholas D'Eramo 34. Nicholas D'Eramo
funds managed
19.5%
34 Ove Fladberg 34. Ove Fladberg
funds managed
19.5%
34 Michael Loeffler 34. Michael Loeffler
funds managed
19.5%
37 Jason Doiron 37. Jason Doiron
funds managed
19.4%
37 Daniel Manion 37. Daniel Manion
funds managed
19.4%
39 Bernard Scozzafava 39. Bernard Scozzafava
funds managed
19.4%
39 Charles Gaffney 39. Charles Gaffney
funds managed
19.4%
39 Thomas Luster 39. Thomas Luster
funds managed
19.4%
42 Karen H. Grimes 42. Karen H. Grimes
funds managed
19.3%
43 William Coleman 43. William Coleman
funds managed
18.9%
43 Walter Nejman 43. Walter Nejman
funds managed
18.9%
45 Ronald L. Kaliebe 45. Ronald L. Kaliebe
funds managed
18.8%
46 Nathan Thooft 46. Nathan Thooft
funds managed
18.7%
46 Marcelle Daher 46. Marcelle Daher
funds managed
18.7%
46 Bob Boyda 46. Bob Boyda
funds managed
18.7%
49 Michael Stout 49. Michael Stout
funds managed
18.6%
49 Dan McNeela 49. Dan McNeela
funds managed
18.6%
51 Michael Schoenhaut 51. Michael Schoenhaut
funds managed
18.1%
51 Nicole Goldberger 51. Nicole Goldberger
funds managed
18.1%
53 G. Kenneth Heebner 53. G. Kenneth Heebner
funds managed
17.8%
54 Roger C. Hamilton 54. Roger C. Hamilton
funds managed
17.8%
54 Jeffrey N. Given 54. Jeffrey N. Given
funds managed
17.8%
56 Vishal Khanduja 56. Vishal Khanduja
funds managed
17.6%
57 Brian A. Krawez 57. Brian A. Krawez
funds managed
17.3%
58 Michael Holland 58. Michael Holland
funds managed
17.3%
59 Mathew Patsky 59. Mathew Patsky
funds managed
17.2%
59 Cheryl Smith 59. Cheryl Smith
funds managed
17.2%
59 Stephanie Leighton 59. Stephanie Leighton
funds managed
17.2%
62 Christopher H. Brown 62. Christopher H. Brown
funds managed
17.1%
63 Geoff Stein 63. Geoff Stein
funds managed
17.0%
64 Joseph Flaherty, Jr 64. Joseph Flaherty, Jr
funds managed
16.9%
65 Keith Stransky 65. Keith Stransky
funds managed
16.9%
66 Alan Gayle 66. Alan Gayle
funds managed
16.8%
67 Christopher A. Staples 67. Christopher A. Staples
funds managed
16.7%
67 Kane Cotton 67. Kane Cotton
funds managed
16.7%
69 David Ellwood 69. David Ellwood
funds managed
16.4%
69 Steven Kellas 69. Steven Kellas
funds managed
16.4%
71 Ronald E. Canakaris 71. Ronald E. Canakaris
funds managed
16.2%
71 Helen M. Donahue 71. Helen M. Donahue
funds managed
16.2%
73 James C. Willis 73. James C. Willis
funds managed
16.1%
73 Jeffrey J. Schappe 73. Jeffrey J. Schappe
funds managed
16.1%
75 Todd Jablonski 75. Todd Jablonski
funds managed
15.8%
75 Charlie D. Averill 75. Charlie D. Averill
funds managed
15.8%
77 Poul Kristensen 77. Poul Kristensen
funds managed
15.8%
77 Jae S. Yoon 77. Jae S. Yoon
funds managed
15.8%
77 Jonathan B. Swaney 77. Jonathan B. Swaney
funds managed
15.8%
80 Benjamin Bailey 80. Benjamin Bailey
funds managed
15.8%
80 Delmar King 80. Delmar King
funds managed
15.8%
82 Mark Hamilton 82. Mark Hamilton
funds managed
15.7%
82 Dokyoung Lee 82. Dokyoung Lee
funds managed
15.7%
82 Caleb Wong 82. Caleb Wong
funds managed
15.7%
85 William Fallon 85. William Fallon
funds managed
15.2%
85 Nicholas Chan 85. Nicholas Chan
funds managed
15.2%
87 J. Cannon Carr Jr 87. J. Cannon Carr Jr
funds managed
14.7%
87 Jeffrey P. Moeller 87. Jeffrey P. Moeller
funds managed
14.7%
87 Thomas E. Quinn 87. Thomas E. Quinn
funds managed
14.7%
90 Vernon J. Meyer 90. Vernon J. Meyer
funds managed
14.3%
91 Kandarp R. Acharya 91. Kandarp R. Acharya
funds managed
14.1%
91 Christian L. Chan 91. Christian L. Chan
funds managed
14.1%
93 Keith B. Hembre 93. Keith B. Hembre
funds managed
14.1%
93 Derek B. Bloom 93. Derek B. Bloom
funds managed
14.1%
95 Joel M. Kallman 95. Joel M. Kallman
funds managed
13.7%
95 Ted Lockwood 95. Ted Lockwood
funds managed
13.7%
97 Thomas Nelson 97. Thomas Nelson
funds managed
13.5%
98 Ronald T. Bates 98. Ronald T. Bates
funds managed
13.4%
98 Aimee M. Eudy 98. Aimee M. Eudy
funds managed
13.4%
100 Tony Coffey 100. Tony Coffey
funds managed
13.3%
101 John T. Bruce 101. John T. Bruce
funds managed
12.8%
102 Enrique Chang 102. Enrique Chang
funds managed
11.9%
103 William F. LeFavor 103. William F. LeFavor
funds managed
11.7%
104 Arnold J. Espe 104. Arnold J. Espe
funds managed
11.5%
104 Wasif A. Latif 104. Wasif A. Latif
funds managed
11.5%
106 Tim Bray 106. Tim Bray
funds managed
11.1%
106 Matt L. Peden 106. Matt L. Peden
funds managed
11.1%
108 John P. Toohey 108. John P. Toohey
funds managed
9.2%
109 Stephen J. Fauer 109. Stephen J. Fauer
funds managed
8.9%
110 Rayman Bovell 110. Rayman Bovell
funds managed
8.8%
111 Ellen Tesler 111. Ellen Tesler
funds managed
7.0%
111 Thomas Picciochi 111. Thomas Picciochi
funds managed
7.0%
113 Zoe Brunson 113. Zoe Brunson
funds managed
4.3%
114 George V. Young 114. George V. Young
funds managed
3.8%
114 Denis J. Villere III 114. Denis J. Villere III
funds managed
3.8%
114 Lamar G. Villere 114. Lamar G. Villere
funds managed
3.8%
117 Daniel Ivascyn 117. Daniel Ivascyn
funds managed
1.2%
117 Alfred T. Murata 117. Alfred T. Murata
funds managed
1.2%
119 David Jajewski 119. David Jajewski
funds managed
-1.5%
119 John Williamson 119. John Williamson
funds managed
-1.5%
121 Nathan J. Rowader 121. Nathan J. Rowader
funds managed
-6.1%
122 Charles Suh 122. Charles Suh
funds managed
-19.0%
122 Jingjing Yan 122. Jingjing Yan
funds managed
-19.0%
Managers with less than 36 months history are below. View 1 month performance
Jon D. Adams Jon D. Adams
funds managed
Ashwin G. Alankar Ashwin G. Alankar
funds managed
Douglas Allison Douglas Allison
funds managed
John Arege John Arege
funds managed
Robert Arnott Robert Arnott
funds managed
Rob Balkema Rob Balkema
funds managed
Robert J. Benson Robert J. Benson
funds managed
Philip Blancato Philip Blancato
funds managed
Petros Bocray Petros Bocray
funds managed
Jacob Borbidge Jacob Borbidge
funds managed
Justin H Bourgette Justin H Bourgette
funds managed
Mike Breller Mike Breller
funds managed
Christopher Brightman Christopher Brightman
funds managed
Chace Brundige Chace Brundige
funds managed
Salvatore Buono Salvatore Buono
funds managed
Ryan Caldwell Ryan Caldwell
funds managed
Matt Carvalho Matt Carvalho
funds managed
Dario Castagna Dario Castagna
funds managed
Jerry Chafkin Jerry Chafkin
funds managed
Vi Chan Vi Chan
funds managed
Brian Cho Brian Cho
funds managed
Gary Cox Gary Cox
funds managed
Christopher C. Davis Christopher C. Davis
funds managed
Stephen Dolce Stephen Dolce
funds managed
Kevin V. Earley Kevin V. Earley
funds managed
Sean Gallagher Sean Gallagher
funds managed
Jim Garrison Jim Garrison
funds managed
Karen Guyadeen-Gosine Karen Guyadeen-Gosine
funds managed
John Hakopian John Hakopian
funds managed
Matthew A. Hekman Matthew A. Hekman
funds managed
Sharon Hill Sharon Hill
funds managed
Bryan Hoffman Bryan Hoffman
funds managed
Ronald Horner Ronald Horner
funds managed
Lance Humphrey Lance Humphrey
funds managed
Michael J Scanlon, Jr Michael J Scanlon, Jr
funds managed
Creston King Creston King
funds managed
Pete Klingelhofer Pete Klingelhofer
funds managed
Charles Lauber Charles Lauber
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
Scott Love Scott Love
funds managed
James Macey James Macey
funds managed
Giulio Martin Giulio Martin
funds managed
Sheldon P. McFarland Sheldon P. McFarland
funds managed
Brian Meath Brian Meath
funds managed
Kevin Miller Kevin Miller
funds managed
Loren L. Moran Loren L. Moran
funds managed
Allison Mortensen Allison Mortensen
funds managed
Nathan Moser Nathan Moser
funds managed
Derek Newcomer Derek Newcomer
funds managed
Duy Nguyen Duy Nguyen
funds managed
John O'Toole John O'Toole
funds managed
Nathan Palmer Nathan Palmer
funds managed
James Park James Park
funds managed
Adam Petryk Adam Petryk
funds managed
Michael Plage Michael Plage
funds managed
Cynthia P. Prince-Fox Cynthia P. Prince-Fox
funds managed
Brooks Ritchey Brooks Ritchey
funds managed
Peter Sackmann Peter Sackmann
funds managed
Grant Sarris Grant Sarris
funds managed
Deyson Scott Deyson Scott
funds managed
Ronald D. Sit Ronald D. Sit
funds managed
Matthew I. Solomon Matthew I. Solomon
funds managed
Amit Soni Amit Soni
funds managed
John Speer John Speer
funds managed
Eric Speron Eric Speron
funds managed
Kurt Spieler Kurt Spieler
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
Tom L. Stringfellow Tom L. Stringfellow
funds managed
Edward J Tostanoski Edward J Tostanoski
funds managed
Anthony Trzcinka Anthony Trzcinka
funds managed
Peter Vaiciunas Peter Vaiciunas
funds managed
Paul Weber Paul Weber
funds managed
Lisa A. Welch Lisa A. Welch
funds managed
Anthony Wicklund Anthony Wicklund
funds managed
Aaron Young Aaron Young
funds managed
Lowell Yura Lowell Yura
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Wells Fargo Diversified Cap Bldr Fd;B
Managers
USD

35.0%

9.4

-10.3%

2 T Rowe Price Capital Appreciation Fund
Managers
USD

32.2%

6.9

-5.1%

3 John Hancock Capital Appreciation Value Fund;NAV
Managers
USD

31.7%

6.9

-5.1%

4 BlackRock Balanced Capital Fund;Institutional
Managers
USD

25.6%

7.2

-5.6%

5 Dodge & Cox Balanced Fund USD

25.5%

8.8

-9.8%

6 Boston Trust Asset Management Fund
Managers
USD

25.0%

7.3

-4.8%

7 SEI Conservative Strategy Allocation Fund;F
Managers
USD

24.6%

7.4

-5.3%

8 Fidelity Puritan Fund
Managers
USD

24.2%

7.6

-7.0%

9 Fidelity Balanced Fund USD

24.2%

7.6

-7.6%

10 Columbia Balanced Fund;Z USD

24.1%

6.6

-5.7%

11 American Funds American Balanced Fund;A USD

24.1%

6.8

-5.3%

12 SEI Moderate Strategy Allocation Fund;F
Managers
USD

23.9%

7.7

-6.9%

13 Sit Balanced Fund
Managers
USD

23.8%

6.6

-5.0%

14 Transamerica Partners Inst Balanced USD

23.0%

6.4

-5.5%

15 Vanguard Wellington Fund;Investor
Managers
USD

22.8%

7.0

-6.0%

16 Invesco Equity & Income Fund;A USD

22.7%

8.6

-10.0%

17 Walden Asset Management Fund
Managers
USD

22.4%

7.3

-5.3%

18 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

22.1%

9.2

-11.1%

19 Wisconsin Plumb Balanced Fund
Managers
USD

22.0%

7.6

-9.6%

20 T Rowe Price Personal Strategy Growth Fund
Managers
USD

21.9%

9.0

-10.4%

21 State Farm Equity & Bond Fund;Premier USD

21.8%

6.1

-5.1%

22 LKCM Balanced Fund;Institutional
Managers
USD

21.8%

7.7

-7.3%

23 Transamerica Partners Balanced USD

21.7%

6.3

-5.6%

24 Prudential Balanced Fund;Z USD

21.6%

6.6

-5.1%

25 Value Line Asset Allocation Fund;Investor
Managers
USD

21.5%

7.0

-5.3%

26 Transamerica Multi-Managed Balanced;A USD

21.5%

6.5

-5.8%

27 Columbia Capital Allocation Aggressive Port;A USD

21.1%

9.0

-9.9%

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

20.3%

8.8

-8.1%

29 American Century One Choice Port Aggressive;Inv USD

20.2%

8.8

-10.8%

30 Wells Fargo Growth Balanced Fund;Adm USD

20.2%

7.3

-7.2%

31 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

19.9%

9.0

-10.8%

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

19.9%

7.7

-8.4%

33 Columbia Capital Allocation Moderate Aggr Port;Z USD

19.9%

7.6

-8.2%

34 Hartford Balanced HLS Fd;IA
Managers
USD

19.9%

7.0

-6.6%

35 InvestEd Growth Portfolio;A
Managers
USD

19.8%

9.9

-11.6%

36 Hartford Checks and Balances Fund;A
Managers
USD

19.7%

7.5

-7.7%

37 Thrivent Moderately Aggressive Alloc Fund;A USD

19.6%

8.8

-10.1%

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

19.6%

8.7

-9.8%

38 Dreyfus Balanced Opportunity Fund;J USD

19.6%

7.6

-7.0%

40 American Century Strat Alloc Aggressive Fund;Inv USD

19.5%

8.8

-11.1%

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

19.5%

7.7

-8.4%

42 Sentinel Balanced Fund;A
Managers
USD

19.4%

6.8

-5.8%

43 Eaton Vance Balanced Fund;A
Managers
USD

19.4%

6.3

-5.4%

44 Highland Total Return Fund;A
Managers
USD

19.0%

8.4

-8.3%

45 Vanguard STAR Fund;Investor
Managers
USD

18.9%

7.2

-8.0%

45 JPMorgan Investor Growth & Income Fund;A
Managers
USD

18.9%

7.7

-9.2%

47 T Rowe Price Balanced Fund
Managers
USD

18.9%

7.2

-7.9%

48 Mairs & Power Balanced Fund
Managers
USD

18.8%

6.9

-6.7%

49 Hartford Balanced Fund;A
Managers
USD

18.7%

7.5

-7.1%

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

18.6%

7.5

-8.4%

51 American Funds Balanced Portfolio;A USD

18.4%

6.8

-6.1%

52 MainStay Balanced Fund;I USD

18.1%

6.9

-7.8%

53 JPMorgan Diversified Fund;L
Managers
USD

18.1%

7.4

-9.3%

54 Calvert Moderate Allocation Fund;A
Managers
USD

18.1%

7.2

-8.5%

55 CGM Mutual Fund
Managers
USD

17.8%

12.6

-18.1%

56 John Hancock Balanced Fund;A
Managers
USD

17.8%

7.1

-8.0%

56 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

17.8%

9.0

-11.7%

58 New Covenant Balanced Growth Fund
Managers
USD

17.4%

6.5

-6.7%

59 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

17.3%

7.2

-5.8%

60 Holland Balanced Fund
Managers
USD

17.3%

6.8

-4.8%

61 Green Century Balanced Fund;Individual Investor
Managers
USD

17.2%

8.2

-10.6%

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

17.1%

8.2

-10.0%

63 American Beacon Balanced Fund;Institutional USD

17.1%

7.6

-10.1%

64 Pax Balanced Fund;Individual Investor
Managers
USD

17.1%

6.7

-6.2%

65 Fidelity Asset Manager 70%
Managers
USD

17.0%

8.1

-9.9%

66 MFS Growth Allocation Fund;A
Managers
USD

16.9%

8.2

-9.1%

67 American Century One Choice Port Moderate;Inv USD

16.9%

7.2

-8.6%

68 RidgeWorth Growth Allocation Strategy Fund;I
Managers
USD

16.8%

8.5

-9.8%

69 Calvert Balanced Portfolio;A USD

16.8%

7.0

-8.4%

70 UTC North American Fund
Managers
USD

16.4%

9.3

-13.3%

71 WesMark Balanced Fund
Managers
USD

16.4%

6.2

-6.6%

72 Tributary Balanced Fund;Institutional
Managers
USD

16.3%

7.7

-6.8%

73 Transamerica Asset Allocation - Intm/Long Horizon
Managers
USD

16.3%

8.2

-10.1%

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

16.2%

5.9

-5.1%

75 Franklin Growth Allocation Fund;A
Managers
USD

16.2%

8.5

-11.5%

76 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

16.1%

8.1

-11.2%

77 AIG Multi-Asset Allocation Fund;A
Managers
USD

16.0%

8.0

-10.1%

78 Principal SAM Balanced Portfolio;A
Managers
USD

15.8%

6.6

-7.7%

79 MainStay Moderate Growth Allocation Fund;A
Managers
USD

15.8%

9.4

-12.9%

80 Praxis Genesis Growth Portfolio;A
Managers
USD

15.8%

8.4

-10.5%

81 Oppenheimer Active Allocation Fund;A
Managers
USD

15.7%

8.7

-10.8%

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

15.6%

8.6

-13.2%

83 SEI Aggressive Strategy Fund;F
Managers
USD

15.5%

8.5

-12.0%

84 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

15.4%

9.3

-12.3%

85 Goldman Sachs Growth Strategy Portfolio;A
Managers
USD

15.2%

8.5

-10.0%

86 Federated MDT Balanced;Institutional USD

15.1%

7.0

-9.1%

87 Dreyfus Growth Allocation Fund
Managers
USD

15.0%

7.9

-8.9%

88 CornerCap Balanced Fund
Managers
USD

14.7%

7.7

-10.6%

89 BNY Mellon Asset Allocation Fund;M USD

14.5%

7.5

-9.7%

90 QS Moderate Growth Fund;A
Managers
USD

14.3%

8.2

-9.9%

91 InvestEd Balanced Portfolio;A
Managers
USD

14.2%

7.9

-9.0%

92 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

14.1%

8.0

-10.7%

93 Prudential Moderate Allocation Fund;A
Managers
USD

13.7%

7.2

-9.4%

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

13.5%

8.2

-9.2%

95 Ivy Balanced Fund;A
Managers
USD

13.5%

8.1

-9.1%

96 Delaware Foundation Growth Allocation Fund;A
Managers
USD

13.5%

8.2

-10.6%

97 Russell Investments Growth Strategy Fund;E
Managers
USD

13.4%

8.4

-11.7%

98 1919 Socially Responsive Balanced Fund;B
Managers
USD

13.4%

7.3

-8.4%

99 USAA First Start Growth Fund
Managers
USD

13.4%

7.6

-9.4%

100 Thrivent Growth and Income Plus Fund;A USD

13.1%

8.0

-9.0%

101 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

12.9%

7.3

-9.7%

102 FBP Appreciation & Income Opportunities Fund
Managers
USD

12.8%

10.2

-13.5%

103 RiverFront Global Allocation Fund;A USD

12.2%

10.2

-13.9%

104 Invesco Growth Allocation Fund;A
Managers
USD

12.1%

8.0

-11.2%

105 New Century Balanced Portfolio
Managers
USD

11.7%

7.5

-11.3%

106 Pioneer Solutions - Growth Fund;A
Managers
USD

11.7%

8.4

-11.9%

107 GuideStone Growth Allocation Fund;Inv
Managers
USD

11.1%

8.7

-12.5%

108 Janus Global Allocation Fund - Growth;D
Managers
USD

11.0%

8.4

-11.4%

109 Franklin Founding Funds Alloc Fund;A
Managers
USD

10.3%

10.0

-15.4%

110 USAA Cornerstone Aggressive Fund
Managers
USD

9.6%

8.6

-12.6%

111 Hartford Growth Allocation Fund;A
Managers
USD

9.0%

9.2

-14.8%

112 1789 Growth and Income Fund;C
Managers
USD

8.9%

8.6

-9.7%

113 HSBC World Selection Balanced Strategy Fund;B
Managers
USD

8.8%

9.0

-12.8%

114 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

8.1%

7.6

-10.9%

115 Fidelity Global Balanced Fund USD

5.5%

7.5

-9.2%

116 Davis Appreciation & Income Fund;A
Managers
USD

4.7%

12.8

-23.5%

117 GuidePath Conservative Allocation Fund;Service
Managers
USD

4.3%

7.5

-12.1%

118 Villere Balanced Fund
Managers
USD

3.8%

11.3

-19.9%

119 PSI Strategic Growth Fund;A
Managers
USD

2.8%

7.1

-11.8%

120 PIMCO Dividend & Income Fund;C
Managers
USD

1.2%

9.7

-19.8%

121 QS Dynamic Multi-Strategy Fund;A
Managers
USD

0.0%

6.0

-11.0%

122 Salient Adaptive Balanced Fund;Institutional
Managers
USD

-6.1%

7.7

-16.5%

123 PSI Tactical Growth Fund;A
Managers
USD

-6.1%

6.8

-15.9%

124 Pacific Advisors Balanced Fund;A
Managers
USD

-19.0%

11.8

-29.8%

Funds with less than 36 months history are below. View 1 month performance
BMO Balanced Allocation Fund;R-6
Managers
Chiron Capital Allocation Fund;I
Managers
Davenport Balanced Income Fund
Managers
E-Valuator Growth RMS Fund;Service
Managers
Franklin NextStep Growth Fund;A
Managers
Frost Aggressive Allocation;Investor
Managers
James Aggressive Allocation Fund
Managers
Janus Adaptive Global Allocation Fund;N
Managers
Ladenburg Aggressive Growth Fund;A
Managers
Ladenburg Growth Fund;A
Managers
Port Street Institutional Opportunities Fd;Inst
Managers
SA Worldwide Moderate Growth Fund
Managers
manager return
Mark Johnson Mark Johnson
funds managed
21.8%
Enrique Chang Enrique Chang
funds managed
11.9%
Mark Hamilton Mark Hamilton
funds managed
15.7%
Bernard Scozzafava Bernard Scozzafava
funds managed
19.4%
Margaret Patel Margaret Patel
funds managed
35.0%
J. Luther King Jr. J. Luther King Jr.
funds managed
21.8%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
16.9%
Stephen E. Grant Stephen E. Grant
funds managed
21.5%
Philip Green Philip Green
funds managed
25.6%
William H. Apfel William H. Apfel
funds managed
22.4%
Bob Miller Bob Miller
funds managed
25.6%
David Giroux David Giroux
funds managed
32.0%
Rick Rieder Rick Rieder
funds managed
25.6%
Dokyoung Lee Dokyoung Lee
funds managed
15.7%
Todd Jablonski Todd Jablonski
funds managed
15.8%
Keith B. Hembre Keith B. Hembre
funds managed
14.1%
John Cunniff John Cunniff
funds managed
19.9%
Daniel Ivascyn Daniel Ivascyn
funds managed
1.2%
Hans Erickson Hans Erickson
funds managed
19.9%
Derek B. Bloom Derek B. Bloom
funds managed
14.1%
Thomas Luster Thomas Luster
funds managed
19.4%
Peter Stournaras Peter Stournaras
funds managed
25.6%
Edward P. Bousa Edward P. Bousa
funds managed
22.8%
Michael Schoenhaut Michael Schoenhaut
funds managed
18.1%
Geoff Stein Geoff Stein
funds managed
17.0%
John Keogh John Keogh
funds managed
23.2%
Jeffrey N. Given Jeffrey N. Given
funds managed
17.8%
William F. LeFavor William F. LeFavor
funds managed
11.7%
John P. Toohey John P. Toohey
funds managed
9.2%
Kandarp R. Acharya Kandarp R. Acharya
funds managed
14.1%
Christian L. Chan Christian L. Chan
funds managed
14.1%
Charlie D. Averill Charlie D. Averill
funds managed
15.8%
William Fallon William Fallon
funds managed
15.2%
Michael Stout Michael Stout
funds managed
18.6%
Dan McNeela Dan McNeela
funds managed
18.6%
Jason Vaillancourt Jason Vaillancourt
funds managed
22.1%
Ryan Schneck Ryan Schneck
funds managed
21.4%
James Smigiel James Smigiel
funds managed
21.4%
Charles M. Shriver Charles M. Shriver
funds managed
20.4%
Arnold J. Espe Arnold J. Espe
funds managed
11.5%
Vishal Khanduja Vishal Khanduja
funds managed
17.6%
Wasif A. Latif Wasif A. Latif
funds managed
11.5%
Keith Stransky Keith Stransky
funds managed
16.9%
Alfred T. Murata Alfred T. Murata
funds managed
1.2%
Caleb Wong Caleb Wong
funds managed
15.7%
James C. Willis James C. Willis
funds managed
16.1%
Nathan M. Plumb Nathan M. Plumb
funds managed
22.0%
J. Cannon Carr Jr J. Cannon Carr Jr
funds managed
14.7%
Benjamin Bailey Benjamin Bailey
funds managed
15.8%
Nicole Goldberger Nicole Goldberger
funds managed
18.1%
Roger J. Sit Roger J. Sit
funds managed
23.8%
Liane Rosenberg Liane Rosenberg
funds managed
21.5%
William Coleman William Coleman
funds managed
18.9%
Joel M. Kallman Joel M. Kallman
funds managed
13.7%
James Fetch James Fetch
funds managed
22.1%
Jason Doiron Jason Doiron
funds managed
19.4%
Alan Gayle Alan Gayle
funds managed
16.8%
Jeffrey P. Moeller Jeffrey P. Moeller
funds managed
14.7%
Scot C. Hollmann Scot C. Hollmann
funds managed
21.8%
Robert Kea Robert Kea
funds managed
22.1%
Thomas G. Plumb Thomas G. Plumb
funds managed
22.0%
Ted Lockwood Ted Lockwood
funds managed
13.7%
Delmar King Delmar King
funds managed
15.8%
Brian A. Krawez Brian A. Krawez
funds managed
17.3%
Walter Nejman Walter Nejman
funds managed
18.9%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
16.1%
Thomas E. Quinn Thomas E. Quinn
funds managed
14.7%
Daniel Manion Daniel Manion
funds managed
19.4%
Bryce A. Doty Bryce A. Doty
funds managed
23.8%
Blake Todd Blake Todd
funds managed
20.3%
Jarrett Perez Jarrett Perez
funds managed
20.3%
Managers with less than 36 months history are below. View 1 month performance
Christopher C. Davis Christopher C. Davis
funds managed
James Park James Park
funds managed
Michael Plage Michael Plage
funds managed