rank manager return
1 Margaret Patel 1. Margaret Patel
funds managed
38.1%
2 David Giroux 2. David Giroux
funds managed
33.8%
3 Domenic Colasacco 3. Domenic Colasacco
funds managed
26.9%
4 Robert Schoen 4. Robert Schoen
funds managed
26.6%
4 Robert Kea 4. Robert Kea
funds managed
26.6%
4 Jason Vaillancourt 4. Jason Vaillancourt
funds managed
26.6%
4 James Fetch 4. James Fetch
funds managed
26.6%
8 Hans Erickson 8. Hans Erickson
funds managed
26.2%
8 John Cunniff 8. John Cunniff
funds managed
26.2%
10 Thomas G. Plumb 10. Thomas G. Plumb
funds managed
25.9%
11 Jeffrey Knight 11. Jeffrey Knight
funds managed
25.9%
11 Anwiti Bahuguna 11. Anwiti Bahuguna
funds managed
25.9%
13 Edward P. Bousa 13. Edward P. Bousa
funds managed
25.8%
14 Charles M. Shriver 14. Charles M. Shriver
funds managed
25.7%
15 John Keogh 15. John Keogh
funds managed
25.4%
16 Bryce A. Doty 16. Bryce A. Doty
funds managed
25.0%
16 Roger J. Sit 16. Roger J. Sit
funds managed
25.0%
18 Harley Lank 18. Harley Lank
funds managed
24.9%
18 Ramin Arani 18. Ramin Arani
funds managed
24.9%
20 Ryan Schneck 20. Ryan Schneck
funds managed
24.4%
20 James Smigiel 20. James Smigiel
funds managed
24.4%
22 Stephen E. Grant 22. Stephen E. Grant
funds managed
24.3%
22 Liane Rosenberg 22. Liane Rosenberg
funds managed
24.3%
22 Jeffrey Geffen 22. Jeffrey Geffen
funds managed
24.3%
25 William Coleman 25. William Coleman
funds managed
23.9%
25 Walter Nejman 25. Walter Nejman
funds managed
23.9%
27 Mark L Simenstad 27. Mark L Simenstad
funds managed
23.9%
27 David C Francis 27. David C Francis
funds managed
23.9%
29 Marcelle Daher 29. Marcelle Daher
funds managed
23.5%
29 Nathan Thooft 29. Nathan Thooft
funds managed
23.5%
29 Bob Boyda 29. Bob Boyda
funds managed
23.5%
32 Joseph Flaherty, Jr 32. Joseph Flaherty, Jr
funds managed
23.5%
33 Stephen D Lowe 33. Stephen D Lowe
funds managed
23.4%
34 William H. Apfel 34. William H. Apfel
funds managed
23.1%
35 Mark Johnson 35. Mark Johnson
funds managed
23.1%
35 J. Luther King Jr. 35. J. Luther King Jr.
funds managed
23.1%
35 Scot C. Hollmann 35. Scot C. Hollmann
funds managed
23.1%
38 Richard Weiss 38. Richard Weiss
funds managed
22.8%
38 Radu Gabudean 38. Radu Gabudean
funds managed
22.8%
38 David MacEwen 38. David MacEwen
funds managed
22.8%
38 Scott Wilson 38. Scott Wilson
funds managed
22.8%
42 Michael Schoenhaut 42. Michael Schoenhaut
funds managed
22.7%
42 Nicole Goldberger 42. Nicole Goldberger
funds managed
22.7%
44 Michael Stout 44. Michael Stout
funds managed
22.0%
44 Dan McNeela 44. Dan McNeela
funds managed
22.0%
44 Dario Castagna 44. Dario Castagna
funds managed
22.0%
47 Blake Todd 47. Blake Todd
funds managed
21.9%
47 Jarrett Perez 47. Jarrett Perez
funds managed
21.9%
49 G. Kenneth Heebner 49. G. Kenneth Heebner
funds managed
21.9%
50 Geoff Stein 50. Geoff Stein
funds managed
21.5%
51 Ronald L. Kaliebe 51. Ronald L. Kaliebe
funds managed
21.3%
52 Jason Doiron 52. Jason Doiron
funds managed
21.1%
52 Daniel Manion 52. Daniel Manion
funds managed
21.1%
54 Benjamin Bailey 54. Benjamin Bailey
funds managed
20.7%
54 Delmar King 54. Delmar King
funds managed
20.7%
56 Mark Hamilton 56. Mark Hamilton
funds managed
20.6%
56 Dokyoung Lee 56. Dokyoung Lee
funds managed
20.6%
56 Caleb Wong 56. Caleb Wong
funds managed
20.6%
59 Karen H. Grimes 59. Karen H. Grimes
funds managed
20.4%
60 Kandarp R. Acharya 60. Kandarp R. Acharya
funds managed
20.0%
60 Christian L. Chan 60. Christian L. Chan
funds managed
20.0%
62 Jeffrey J. Schappe 62. Jeffrey J. Schappe
funds managed
19.9%
62 James C. Willis 62. James C. Willis
funds managed
19.9%
64 Charles Gaffney 64. Charles Gaffney
funds managed
19.8%
65 Jonathan B. Swaney 65. Jonathan B. Swaney
funds managed
19.7%
65 Poul Kristensen 65. Poul Kristensen
funds managed
19.7%
65 Jae S. Yoon 65. Jae S. Yoon
funds managed
19.7%
68 Todd Jablonski 68. Todd Jablonski
funds managed
19.1%
68 Charlie D. Averill 68. Charlie D. Averill
funds managed
19.1%
70 Vishal Khanduja 70. Vishal Khanduja
funds managed
18.9%
71 Brian Meath 71. Brian Meath
funds managed
18.7%
72 Ted Lockwood 72. Ted Lockwood
funds managed
18.6%
72 Joel M. Kallman 72. Joel M. Kallman
funds managed
18.6%
74 Roger C. Hamilton 74. Roger C. Hamilton
funds managed
18.4%
74 Jeffrey N. Given 74. Jeffrey N. Given
funds managed
18.4%
76 Mathew Patsky 76. Mathew Patsky
funds managed
18.3%
76 Stephanie Leighton 76. Stephanie Leighton
funds managed
18.3%
76 Cheryl Smith 76. Cheryl Smith
funds managed
18.3%
79 David Ellwood 79. David Ellwood
funds managed
18.3%
79 Steven Kellas 79. Steven Kellas
funds managed
18.3%
81 Thomas Picciochi 81. Thomas Picciochi
funds managed
18.2%
81 Ellen Tesler 81. Ellen Tesler
funds managed
18.2%
83 Tony Coffey 83. Tony Coffey
funds managed
18.2%
84 Vernon J. Meyer 84. Vernon J. Meyer
funds managed
18.2%
85 Thomas Nelson 85. Thomas Nelson
funds managed
18.1%
86 Ronald Horner 86. Ronald Horner
funds managed
18.1%
86 Charles Lauber 86. Charles Lauber
funds managed
18.1%
86 Kurt Spieler 86. Kurt Spieler
funds managed
18.1%
89 Derek B. Bloom 89. Derek B. Bloom
funds managed
18.1%
89 Keith B. Hembre 89. Keith B. Hembre
funds managed
18.1%
91 Christopher H. Brown 91. Christopher H. Brown
funds managed
18.0%
92 Enrique Chang 92. Enrique Chang
funds managed
17.9%
92 Ashwin G. Alankar 92. Ashwin G. Alankar
funds managed
17.9%
94 Ronald E. Canakaris 94. Ronald E. Canakaris
funds managed
17.7%
94 Helen M. Donahue 94. Helen M. Donahue
funds managed
17.7%
96 Tim Bray 96. Tim Bray
funds managed
17.6%
96 Matt L. Peden 96. Matt L. Peden
funds managed
17.6%
98 Brian A. Krawez 98. Brian A. Krawez
funds managed
16.7%
99 Jeffrey P. Moeller 99. Jeffrey P. Moeller
funds managed
16.6%
99 Thomas E. Quinn 99. Thomas E. Quinn
funds managed
16.6%
99 J. Cannon Carr Jr 99. J. Cannon Carr Jr
funds managed
16.6%
102 Wasif A. Latif 102. Wasif A. Latif
funds managed
16.1%
102 Arnold J. Espe 102. Arnold J. Espe
funds managed
16.1%
104 Aimee M. Eudy 104. Aimee M. Eudy
funds managed
15.2%
104 Ronald T. Bates 104. Ronald T. Bates
funds managed
15.2%
106 Michael Holland 106. Michael Holland
funds managed
14.7%
107 John P. Toohey 107. John P. Toohey
funds managed
14.5%
108 John T. Bruce 108. John T. Bruce
funds managed
14.1%
109 Tom L. Stringfellow 109. Tom L. Stringfellow
funds managed
12.8%
110 William F. LeFavor 110. William F. LeFavor
funds managed
12.7%
111 Matthew A. Hekman 111. Matthew A. Hekman
funds managed
12.5%
112 Alfred T. Murata 112. Alfred T. Murata
funds managed
10.6%
112 Daniel Ivascyn 112. Daniel Ivascyn
funds managed
10.6%
114 Stephen J. Fauer 114. Stephen J. Fauer
funds managed
8.6%
115 Zoe Brunson 115. Zoe Brunson
funds managed
7.2%
116 Lamar G. Villere 116. Lamar G. Villere
funds managed
6.1%
116 George V. Young 116. George V. Young
funds managed
6.1%
116 Denis J. Villere III 116. Denis J. Villere III
funds managed
6.1%
119 David Jajewski 119. David Jajewski
funds managed
2.7%
119 John Williamson 119. John Williamson
funds managed
2.7%
121 Nathan J. Rowader 121. Nathan J. Rowader
funds managed
-2.4%
122 Jingjing Yan 122. Jingjing Yan
funds managed
-15.1%
122 Charles Suh 122. Charles Suh
funds managed
-15.1%
Managers with less than 36 months history are below. View 1 month performance
Jon D. Adams Jon D. Adams
funds managed
Douglas Allison Douglas Allison
funds managed
John Arege John Arege
funds managed
Robert Arnott Robert Arnott
funds managed
Darren M Bagwell Darren M Bagwell
funds managed
Rob Balkema Rob Balkema
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
Mike Breller Mike Breller
funds managed
Christopher Brightman Christopher Brightman
funds managed
Chace Brundige Chace Brundige
funds managed
Salvatore Buono Salvatore Buono
funds managed
Matt Carvalho Matt Carvalho
funds managed
Jerry Chafkin Jerry Chafkin
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
Kevin V. Earley Kevin V. Earley
funds managed
Brian Ellis Brian Ellis
funds managed
Sean Gallagher Sean Gallagher
funds managed
Jim Garrison Jim Garrison
funds managed
Karen Guyadeen-Gosine Karen Guyadeen-Gosine
funds managed
Adam H. Illfelder Adam H. Illfelder
funds managed
John Hakopian John Hakopian
funds managed
Sharon Hill Sharon Hill
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
Scott Love Scott Love
funds managed
Christopher Lvoff Christopher Lvoff
funds managed
James Macey James Macey
funds managed
Giulio Martin Giulio Martin
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
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
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
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
Michael E. Stack Michael E. Stack
funds managed
Kevin J. Stoll Kevin J. Stoll
funds managed
Dan R Strelow Dan R Strelow
funds managed
Edward J Tostanoski Edward J Tostanoski
funds managed
Anthony Trzcinka Anthony Trzcinka
funds managed
Peter Vaiciunas Peter Vaiciunas
funds managed
Thomas Wagner Thomas Wagner
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
rank fund currency Total Return Standard Deviation Max Drawdown
1 Wells Fargo Diversified Cap Bldr Fd;A
Managers
USD

38.1%

8.5

-10.0%

2 T Rowe Price Capital Appreciation Fund
Managers
USD

34.0%

6.6

-5.1%

3 John Hancock Capital Appreciation Value Fund;NAV
Managers
USD

33.6%

6.5

-5.1%

4 T Rowe Price Personal Strategy Growth Fund
Managers
USD

27.8%

8.7

-10.4%

5 Columbia Capital Allocation Aggressive Port;A
Managers
USD

27.0%

8.6

-9.9%

6 Boston Trust Asset Management Fund
Managers
USD

26.9%

6.9

-4.8%

7 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

26.6%

8.9

-11.1%

8 SEI Moderate Strategy Allocation Fund;F
Managers
USD

26.5%

7.2

-6.9%

9 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

26.2%

8.6

-10.8%

10 SEI Conservative Strategy Allocation Fund;F
Managers
USD

26.2%

6.9

-5.3%

11 BlackRock Balanced Capital Fund;Institutional USD

26.1%

7.0

-5.6%

12 Wisconsin Plumb Balanced Fund
Managers
USD

25.9%

7.5

-9.6%

13 American Funds American Balanced Fund;A USD

25.9%

6.5

-5.3%

14 Vanguard Wellington Fund;Investor
Managers
USD

25.8%

6.8

-6.0%

15 Dodge & Cox Balanced Fund USD

25.2%

8.8

-9.8%

16 InvestEd Growth Portfolio;A
Managers
USD

25.1%

9.6

-11.6%

17 Sit Balanced Fund
Managers
USD

25.0%

6.3

-5.0%

18 Fidelity Puritan Fund
Managers
USD

24.9%

7.2

-7.0%

19 Columbia Capital Allocation Moderate Aggr Port;Z
Managers
USD

24.8%

7.2

-8.2%

20 Fidelity Balanced Fund USD

24.6%

7.3

-7.6%

21 American Century One Choice Port Aggressive;Inv
Managers
USD

24.4%

8.3

-10.8%

22 Goldman Sachs Growth Strategy Portfolio;Inst
Managers
USD

24.4%

8.2

-9.8%

23 Value Line Asset Allocation Fund;Investor
Managers
USD

24.3%

6.5

-5.3%

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

24.2%

8.3

-9.8%

25 Vanguard STAR Fund;Investor
Managers
USD

23.9%

6.9

-8.0%

26 Great-West Moderately Aggrv Profile Fund;Inv USD

23.9%

7.3

-8.4%

26 American Century Strat Alloc Aggressive Fund;Inv
Managers
USD

23.9%

8.3

-11.1%

28 Thrivent Moderately Aggressive Alloc Fund;A
Managers
USD

23.9%

8.4

-10.1%

29 Columbia Balanced Fund;Z USD

23.8%

6.3

-5.7%

30 Prudential Balanced Fund;Z USD

23.6%

6.3

-5.1%

31 State Farm Equity & Bond Fund;Premier USD

23.6%

5.7

-5.1%

32 T Rowe Price Balanced Fund
Managers
USD

23.5%

7.0

-7.9%

33 MFS Growth Allocation Fund;A
Managers
USD

23.5%

7.8

-9.1%

34 American Funds Growth & Income Portfolio;A USD

23.2%

8.0

-8.0%

35 Walden Asset Management Fund
Managers
USD

23.1%

7.0

-5.3%

36 Wells Fargo Growth Balanced Fund;Adm USD

23.1%

6.9

-7.2%

37 LKCM Balanced Fund;Institutional
Managers
USD

23.1%

7.5

-7.3%

38 Invesco Equity & Income Fund;A USD

22.9%

8.5

-10.0%

39 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

22.8%

8.6

-11.7%

40 JPMorgan Diversified Fund;L
Managers
USD

22.7%

7.1

-9.3%

41 American Funds Balanced Portfolio;A USD

22.4%

6.6

-6.1%

42 JPMorgan Investor Growth & Income Fund;A USD

22.0%

7.4

-9.2%

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

22.0%

7.2

-8.4%

44 Calvert Moderate Allocation Fund;A
Managers
USD

22.0%

6.8

-8.5%

45 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

21.9%

9.0

-12.3%

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

21.9%

8.7

-8.1%

47 Transamerica Balanced II;R USD

21.9%

6.0

-5.6%

48 CGM Mutual Fund
Managers
USD

21.9%

12.1

-18.1%

49 Transamerica Multi-Managed Balanced;A USD

21.9%

6.2

-5.8%

50 Fidelity Asset Manager 70%
Managers
USD

21.5%

7.7

-9.9%

51 Hartford Checks and Balances Fund;A
Managers
USD

21.4%

7.1

-7.7%

52 Franklin Growth Allocation Fund;A
Managers
USD

21.4%

8.2

-11.5%

53 Hartford Balanced HLS Fd;IA
Managers
USD

21.3%

6.8

-6.6%

54 Mairs & Power Balanced Fund
Managers
USD

21.3%

6.5

-6.7%

55 Sentinel Balanced Fund;A
Managers
USD

21.1%

6.6

-5.8%

56 Praxis Genesis Growth Portfolio;A
Managers
USD

20.7%

8.1

-10.5%

57 Oppenheimer Active Allocation Fund;A
Managers
USD

20.6%

8.3

-10.8%

58 SEI Aggressive Strategy Fund;F
Managers
USD

20.3%

8.0

-12.0%

59 American Century One Choice Port Moderate;Inv
Managers
USD

20.1%

6.8

-8.6%

60 Dreyfus Balanced Opportunity Fund;J USD

20.0%

7.3

-7.0%

61 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

19.9%

7.9

-11.2%

62 Eaton Vance Balanced Fund;A
Managers
USD

19.8%

5.8

-5.4%

63 MainStay Moderate Growth Allocation Fund;A
Managers
USD

19.7%

9.1

-12.9%

64 Virtus Growth Allocation Strategy Fund;I
Managers
USD

19.7%

8.0

-9.8%

65 American Beacon Balanced Fund;Institutional USD

19.5%

7.4

-10.1%

66 RiverFront Global Allocation Fund;A USD

19.5%

9.9

-13.9%

66 Hartford Balanced Fund;A
Managers
USD

19.5%

7.2

-7.1%

68 Highland Total Return Fund;A
Managers
USD

19.2%

8.3

-8.3%

69 Principal SAM Balanced Portfolio;A
Managers
USD

19.1%

6.2

-7.7%

70 AIG Multi-Asset Allocation Fund;A
Managers
USD

18.9%

7.6

-10.1%

71 BMO Balanced Allocation Fund;R-6
Managers
USD

18.7%

7.0

-9.6%

72 Russell Investments Growth Strategy Fund;E
Managers
USD

18.7%

8.0

-11.7%

73 Delaware Foundation Growth Allocation Fund;A
Managers
USD

18.6%

7.9

-10.6%

74 Prudential Moderate Allocation Fund;A
Managers
USD

18.6%

6.7

-9.4%

75 MainStay Balanced Fund;I USD

18.6%

6.4

-7.8%

76 BNY Mellon Asset Allocation Fund;M USD

18.5%

7.2

-9.7%

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

18.5%

8.1

-13.2%

78 John Hancock Balanced Fund;A
Managers
USD

18.4%

6.7

-8.0%

79 Green Century Balanced Fund;Individual Investor
Managers
USD

18.3%

7.9

-10.6%

80 WesMark Balanced Fund
Managers
USD

18.3%

5.9

-6.6%

81 QS Moderate Growth Fund;A
Managers
USD

18.2%

7.8

-9.9%

82 Tributary Balanced Fund;Institutional
Managers
USD

18.1%

6.7

-6.8%

83 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

18.1%

7.6

-10.7%

83 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

18.1%

7.0

-9.7%

85 InvestEd Balanced Portfolio;A
Managers
USD

18.0%

7.8

-9.0%

85 Pax Balanced Fund;Individual Investor
Managers
USD

18.0%

6.3

-6.2%

87 Federated MDT Balanced;Institutional USD

17.9%

6.7

-9.1%

88 New Covenant Balanced Growth Fund
Managers
USD

17.8%

6.2

-6.7%

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

17.7%

5.8

-5.1%

90 GuideStone Growth Allocation Fund;Inv
Managers
USD

17.6%

8.3

-12.5%

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

17.5%

8.0

-11.4%

92 Invesco Growth Allocation Fund;A
Managers
USD

17.2%

7.6

-11.2%

93 USAA First Start Growth Fund
Managers
USD

17.0%

7.3

-9.4%

94 Thrivent Growth and Income Plus Fund;A USD

16.8%

7.7

-9.0%

95 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

16.7%

6.9

-5.8%

96 Calvert Balanced Portfolio;A USD

16.7%

6.7

-8.4%

97 CornerCap Balanced Fund
Managers
USD

16.6%

7.6

-10.6%

98 Pioneer Solutions - Growth Fund;A
Managers
USD

16.5%

8.1

-11.9%

99 USAA Cornerstone Aggressive Fund
Managers
USD

15.3%

8.3

-12.6%

100 1919 Socially Responsive Balanced Fund;B
Managers
USD

15.2%

6.9

-8.4%

101 Franklin Founding Funds Alloc Fund;A
Managers
USD

15.0%

9.8

-15.2%

102 UTC North American Fund
Managers
USD

14.9%

9.1

-13.3%

103 Hartford Growth Allocation Fund;A
Managers
USD

14.9%

8.7

-14.8%

104 Holland Balanced Fund
Managers
USD

14.7%

6.5

-4.8%

105 Fidelity Global Balanced Fund USD

14.1%

7.2

-7.4%

106 FBP Appreciation & Income Opportunities Fund
Managers
USD

14.1%

10.2

-13.5%

107 Frost Aggressive Allocation;Investor
Managers
USD

12.8%

7.9

-10.9%

108 New Century Balanced Portfolio
Managers
USD

12.7%

7.0

-11.3%

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

12.6%

7.6

-9.2%

110 Ivy Balanced Fund;A
Managers
USD

12.5%

7.5

-9.1%

111 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

11.9%

7.2

-10.9%

112 PIMCO Dividend & Income Fund;A
Managers
USD

10.6%

9.4

-19.2%

113 1789 Growth and Income Fund;C
Managers
USD

8.6%

8.3

-9.7%

114 GuidePath Conservative Allocation Fund;Service
Managers
USD

7.2%

6.9

-12.1%

115 Villere Balanced Fund
Managers
USD

6.1%

10.7

-17.5%

116 Davis Appreciation & Income Fund;A
Managers
USD

5.5%

12.2

-22.2%

117 PSI Strategic Growth Fund;A
Managers
USD

4.2%

6.9

-11.8%

118 PSI Tactical Growth Fund;A
Managers
USD

0.7%

6.5

-15.9%

119 Salient Adaptive Balanced Fund;Institutional
Managers
USD

-2.4%

7.4

-15.1%

120 Pacific Advisors Balanced Fund;A
Managers
USD

-15.1%

11.8

-26.7%

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
SA Worldwide Moderate Growth Fund
Managers
manager return
Mark Johnson Mark Johnson
funds managed
23.1%
Enrique Chang Enrique Chang
funds managed
17.9%
Margaret Patel Margaret Patel
funds managed
38.1%
Tim Bray Tim Bray
funds managed
17.6%
Richard Weiss Richard Weiss
funds managed
22.8%
G. Kenneth Heebner G. Kenneth Heebner
funds managed
21.9%
J. Luther King Jr. J. Luther King Jr.
funds managed
23.1%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
23.5%
William H. Apfel William H. Apfel
funds managed
23.1%
Jeffrey Knight Jeffrey Knight
funds managed
25.9%
Todd Jablonski Todd Jablonski
funds managed
19.1%
Edward P. Bousa Edward P. Bousa
funds managed
25.8%
David Giroux David Giroux
funds managed
33.8%
Radu Gabudean Radu Gabudean
funds managed
22.8%
Geoff Stein Geoff Stein
funds managed
21.5%
John Keogh John Keogh
funds managed
25.4%
Michael Stout Michael Stout
funds managed
22.0%
Mark L Simenstad Mark L Simenstad
funds managed
23.9%
David C Francis David C Francis
funds managed
23.9%
Alfred T. Murata Alfred T. Murata
funds managed
10.6%
Hans Erickson Hans Erickson
funds managed
26.2%
John Cunniff John Cunniff
funds managed
26.2%
Ashwin G. Alankar Ashwin G. Alankar
funds managed
17.9%
Ryan Schneck Ryan Schneck
funds managed
24.4%
James Smigiel James Smigiel
funds managed
24.4%
Jeffrey N. Given Jeffrey N. Given
funds managed
18.4%
David MacEwen David MacEwen
funds managed
22.8%
Jeffrey P. Moeller Jeffrey P. Moeller
funds managed
16.6%
Scott Wilson Scott Wilson
funds managed
22.8%
Vishal Khanduja Vishal Khanduja
funds managed
18.9%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
19.9%
James C. Willis James C. Willis
funds managed
19.9%
Nicole Goldberger Nicole Goldberger
funds managed
22.7%
Charles M. Shriver Charles M. Shriver
funds managed
25.7%
Charlie D. Averill Charlie D. Averill
funds managed
19.1%
Robert Kea Robert Kea
funds managed
26.6%
Jason Vaillancourt Jason Vaillancourt
funds managed
26.6%
Stephen D Lowe Stephen D Lowe
funds managed
23.4%
Daniel Ivascyn Daniel Ivascyn
funds managed
10.6%
Thomas G. Plumb Thomas G. Plumb
funds managed
25.9%
James Fetch James Fetch
funds managed
26.6%
Thomas E. Quinn Thomas E. Quinn
funds managed
16.6%
Ronald Horner Ronald Horner
funds managed
18.1%
Scot C. Hollmann Scot C. Hollmann
funds managed
23.1%
Benjamin Bailey Benjamin Bailey
funds managed
20.7%
Delmar King Delmar King
funds managed
20.7%
Bryce A. Doty Bryce A. Doty
funds managed
25.0%
Dan McNeela Dan McNeela
funds managed
22.0%
Dario Castagna Dario Castagna
funds managed
22.0%
Daniel Manion Daniel Manion
funds managed
21.1%
Liane Rosenberg Liane Rosenberg
funds managed
24.3%
William Coleman William Coleman
funds managed
23.9%
Walter Nejman Walter Nejman
funds managed
23.9%
Blake Todd Blake Todd
funds managed
21.9%
Anwiti Bahuguna Anwiti Bahuguna
funds managed
25.9%
Matt L. Peden Matt L. Peden
funds managed
17.6%
J. Cannon Carr Jr J. Cannon Carr Jr
funds managed
16.6%
Ted Lockwood Ted Lockwood
funds managed
18.6%
Joel M. Kallman Joel M. Kallman
funds managed
18.6%
Jarrett Perez Jarrett Perez
funds managed
21.9%
Managers with less than 36 months history are below. View 1 month performance
Christopher C. Davis Christopher C. Davis
funds managed