rank manager return
1 Liane Rosenberg 1. Liane Rosenberg
funds managed
17.0%
1 Cindy Starke 1. Cindy Starke
funds managed
17.0%
3 Stephen H. Hooker 3. Stephen H. Hooker
funds managed
15.6%
4 Douglas S. Foreman 4. Douglas S. Foreman
funds managed
15.6%
4 David L. Albrycht 4. David L. Albrycht
funds managed
15.6%
4 Frederick A. Brimberg 4. Frederick A. Brimberg
funds managed
15.6%
7 Marc Pinto 7. Marc Pinto
funds managed
13.5%
7 Mayur Saigal 7. Mayur Saigal
funds managed
13.5%
7 Jeremiah Buckley 7. Jeremiah Buckley
funds managed
13.5%
10 Fred Martin 10. Fred Martin
funds managed
13.4%
10 Scott Link 10. Scott Link
funds managed
13.4%
10 Rob Nicoski 10. Rob Nicoski
funds managed
13.4%
13 Paul Zemsky 13. Paul Zemsky
funds managed
12.6%
14 Charles M. Shriver 14. Charles M. Shriver
funds managed
12.3%
15 Enrique Chang 15. Enrique Chang
funds managed
12.2%
15 Ashwin G. Alankar 15. Ashwin G. Alankar
funds managed
12.2%
17 Craig M. Stapleton-Corcoran 17. Craig M. Stapleton-Corcoran
funds managed
11.0%
18 Edward J Tostanoski 18. Edward J Tostanoski
funds managed
10.9%
18 Raymond Chan 18. Raymond Chan
funds managed
10.9%
18 Christopher Lvoff 18. Christopher Lvoff
funds managed
10.9%
21 John Cunniff 21. John Cunniff
funds managed
10.7%
21 Hans Erickson 21. Hans Erickson
funds managed
10.7%
23 Bruce H. Van Kooten 23. Bruce H. Van Kooten
funds managed
10.6%
23 Thomas J. Sudyka 23. Thomas J. Sudyka
funds managed
10.6%
25 Zifan Tang 25. Zifan Tang
funds managed
10.3%
26 Joseph Flaherty, Jr 26. Joseph Flaherty, Jr
funds managed
10.1%
26 Martin C. Schulz 26. Martin C. Schulz
funds managed
10.1%
26 Jason Weber 26. Jason Weber
funds managed
10.1%
26 Michael W. Coleman 26. Michael W. Coleman
funds managed
10.1%
26 Aneet Deshpande 26. Aneet Deshpande
funds managed
10.1%
31 Allison Mortensen 31. Allison Mortensen
funds managed
10.1%
31 Vernon J. Meyer 31. Vernon J. Meyer
funds managed
10.1%
33 Tony Coffey 33. Tony Coffey
funds managed
9.8%
34 Geoff Stein 34. Geoff Stein
funds managed
9.7%
35 Charles Melchreit 35. Charles Melchreit
funds managed
9.4%
35 Walter Hunnewell 35. Walter Hunnewell
funds managed
9.4%
35 Brad Komenda 35. Brad Komenda
funds managed
9.4%
38 Thomas Nelson 38. Thomas Nelson
funds managed
9.4%
39 Jeffrey Knight 39. Jeffrey Knight
funds managed
9.3%
39 Anwiti Bahuguna 39. Anwiti Bahuguna
funds managed
9.3%
39 Daniel Boncarosky 39. Daniel Boncarosky
funds managed
9.3%
39 Joshua B. Kutin 39. Joshua B. Kutin
funds managed
9.3%
43 Darrell Watters 43. Darrell Watters
funds managed
9.2%
44 James C. Willis 44. James C. Willis
funds managed
9.2%
44 Jeffrey J. Schappe 44. Jeffrey J. Schappe
funds managed
9.2%
44 Kevin J. Stoll 44. Kevin J. Stoll
funds managed
9.2%
47 Mark Hamilton 47. Mark Hamilton
funds managed
9.1%
47 Dokyoung Lee 47. Dokyoung Lee
funds managed
9.1%
49 Stephen Lingard 49. Stephen Lingard
funds managed
9.1%
49 John Levy 49. John Levy
funds managed
9.1%
51 Patrick Ryan 51. Patrick Ryan
funds managed
8.9%
51 David Hottmann 51. David Hottmann
funds managed
8.9%
53 Darwei Kung 53. Darwei Kung
funds managed
8.8%
53 Pankaj Bhatnagar 53. Pankaj Bhatnagar
funds managed
8.8%
55 Philip Blancato 55. Philip Blancato
funds managed
8.8%
56 Paul Scanlon 56. Paul Scanlon
funds managed
8.7%
56 Robert Schoen 56. Robert Schoen
funds managed
8.7%
56 Aaron Cooper 56. Aaron Cooper
funds managed
8.7%
56 Jason Vaillancourt 56. Jason Vaillancourt
funds managed
8.7%
56 James Fetch 56. James Fetch
funds managed
8.7%
61 Glenn Busch 61. Glenn Busch
funds managed
8.7%
61 Gabriel Wisdom 61. Gabriel Wisdom
funds managed
8.7%
61 Michael Moore 61. Michael Moore
funds managed
8.7%
64 John C. Bonnell 64. John C. Bonnell
funds managed
8.5%
64 Jacob C. Weaver 64. Jacob C. Weaver
funds managed
8.5%
64 Dale R Hoffman 64. Dale R Hoffman
funds managed
8.5%
64 Christopher A. Fronk 64. Christopher A. Fronk
funds managed
8.5%
68 Brian Herscovici 68. Brian Herscovici
funds managed
8.5%
69 Bruce Picard Jr. 69. Bruce Picard Jr.
funds managed
8.5%
69 Frederick Schulitz 69. Frederick Schulitz
funds managed
8.5%
71 Benjamin Bailey 71. Benjamin Bailey
funds managed
8.4%
71 Delmar King 71. Delmar King
funds managed
8.4%
73 Sharon Hill 73. Sharon Hill
funds managed
8.4%
74 Wasif A. Latif 74. Wasif A. Latif
funds managed
8.3%
75 Arnold J. Espe 75. Arnold J. Espe
funds managed
8.2%
75 Lance Humphrey 75. Lance Humphrey
funds managed
8.2%
77 Tim Bray 77. Tim Bray
funds managed
8.1%
77 Matt L. Peden 77. Matt L. Peden
funds managed
8.1%
77 Robert J. Benson 77. Robert J. Benson
funds managed
8.1%
80 Clyde McGregor 80. Clyde McGregor
funds managed
8.1%
80 Colin Hudson 80. Colin Hudson
funds managed
8.1%
80 Edward Wojciechowski 80. Edward Wojciechowski
funds managed
8.1%
83 Adam Petryk 83. Adam Petryk
funds managed
8.1%
83 Thomas Picciochi 83. Thomas Picciochi
funds managed
8.1%
83 Ellen Tesler 83. Ellen Tesler
funds managed
8.1%
86 Vishal Karir 86. Vishal Karir
funds managed
8.0%
86 Michael Gates 86. Michael Gates
funds managed
8.0%
88 Harvey Neiman 88. Harvey Neiman
funds managed
7.9%
88 Daniel Neiman 88. Daniel Neiman
funds managed
7.9%
90 David Miller 90. David Miller
funds managed
7.9%
90 Michael Schoonover 90. Michael Schoonover
funds managed
7.9%
92 Darren M Bagwell 92. Darren M Bagwell
funds managed
7.7%
92 Stephen D Lowe 92. Stephen D Lowe
funds managed
7.7%
92 Mark L Simenstad 92. Mark L Simenstad
funds managed
7.7%
92 David C Francis 92. David C Francis
funds managed
7.7%
96 Poul Kristensen 96. Poul Kristensen
funds managed
7.7%
96 Jonathan B. Swaney 96. Jonathan B. Swaney
funds managed
7.7%
96 Jae S. Yoon 96. Jae S. Yoon
funds managed
7.7%
96 Amit Soni 96. Amit Soni
funds managed
7.7%
100 Paul Dlugosch 100. Paul Dlugosch
funds managed
7.6%
100 John Kornitzer 100. John Kornitzer
funds managed
7.6%
102 John H. Brown 102. John H. Brown
funds managed
7.6%
102 Drew Justman 102. Drew Justman
funds managed
7.6%
102 Chris Nisbet 102. Chris Nisbet
funds managed
7.6%
102 Paul Lefurgey 102. Paul Lefurgey
funds managed
7.6%
106 Duy Nguyen 106. Duy Nguyen
funds managed
7.6%
106 Jacob Borbidge 106. Jacob Borbidge
funds managed
7.6%
108 Dan McNeela 108. Dan McNeela
funds managed
7.5%
108 Derek B. Bloom 108. Derek B. Bloom
funds managed
7.5%
108 Keith B. Hembre 108. Keith B. Hembre
funds managed
7.5%
108 Michael Stout 108. Michael Stout
funds managed
7.5%
112 Matthew Stephani 112. Matthew Stephani
funds managed
7.5%
112 Thomas W. Verdel 112. Thomas W. Verdel
funds managed
7.5%
112 Michael P. Maurer 112. Michael P. Maurer
funds managed
7.5%
112 J. Brian Henderson 112. J. Brian Henderson
funds managed
7.5%
116 Nathan Thooft 116. Nathan Thooft
funds managed
7.4%
116 Bob Boyda 116. Bob Boyda
funds managed
7.4%
118 Phelps McIlvaine 118. Phelps McIlvaine
funds managed
7.4%
118 Chris Paul 118. Chris Paul
funds managed
7.4%
120 Carleton J. Muench 120. Carleton J. Muench
funds managed
7.4%
120 Samuel S. Park 120. Samuel S. Park
funds managed
7.4%
120 Howard T. Hirakawa 120. Howard T. Hirakawa
funds managed
7.4%
120 Max Gokhman 120. Max Gokhman
funds managed
7.4%
124 Christopher A. Staples 124. Christopher A. Staples
funds managed
7.2%
124 Kane Cotton 124. Kane Cotton
funds managed
7.2%
126 Bradley P. Hinton 126. Bradley P. Hinton
funds managed
7.1%
127 Salvatore Buono 127. Salvatore Buono
funds managed
6.8%
127 John O'Toole 127. John O'Toole
funds managed
6.8%
127 Paul Weber 127. Paul Weber
funds managed
6.8%
130 Kevin Nicholson 130. Kevin Nicholson
funds managed
6.8%
130 Michael Jones 130. Michael Jones
funds managed
6.8%
132 Ebrahim Busheri 132. Ebrahim Busheri
funds managed
6.7%
132 Christian A. Andreach 132. Christian A. Andreach
funds managed
6.7%
132 Marc Tommasi 132. Marc Tommasi
funds managed
6.7%
135 Jon D. Adams 135. Jon D. Adams
funds managed
6.5%
135 Michael Dowdall 135. Michael Dowdall
funds managed
6.5%
137 Todd Jablonski 137. Todd Jablonski
funds managed
6.4%
137 Charlie D. Averill 137. Charlie D. Averill
funds managed
6.4%
139 Troy C. Patton 139. Troy C. Patton
funds managed
6.4%
139 John W. Rosebrough 139. John W. Rosebrough
funds managed
6.4%
139 Steven C. Demas 139. Steven C. Demas
funds managed
6.4%
142 Marc Bushallow 142. Marc Bushallow
funds managed
6.2%
143 Robert A. Lee 143. Robert A. Lee
funds managed
6.1%
143 Giulio Martin 143. Giulio Martin
funds managed
6.1%
145 Ryan Schneck 145. Ryan Schneck
funds managed
6.1%
145 James Smigiel 145. James Smigiel
funds managed
6.1%
145 Bryan Hoffman 145. Bryan Hoffman
funds managed
6.1%
148 Rob Balkema 148. Rob Balkema
funds managed
5.7%
148 Brian Meath 148. Brian Meath
funds managed
5.7%
150 Edwin D. Miska 150. Edwin D. Miska
funds managed
5.6%
151 Neil J. Hennessy 151. Neil J. Hennessy
funds managed
5.6%
151 Brian Peery 151. Brian Peery
funds managed
5.6%
153 Dwayne Moyers 153. Dwayne Moyers
funds managed
5.5%
153 Daniel Rudnitsky 153. Daniel Rudnitsky
funds managed
5.5%
155 James C. Roumell 155. James C. Roumell
funds managed
5.4%
156 Christian L. Chan 156. Christian L. Chan
funds managed
5.4%
156 Kandarp R. Acharya 156. Kandarp R. Acharya
funds managed
5.4%
156 Petros Bocray 156. Petros Bocray
funds managed
5.4%
159 Mark Hudoff 159. Mark Hudoff
funds managed
5.3%
159 Patrick Meegan 159. Patrick Meegan
funds managed
5.3%
159 Noah Mayer 159. Noah Mayer
funds managed
5.3%
162 Michael J. Magiera 162. Michael J. Magiera
funds managed
5.2%
162 R. Keith Harwood 162. R. Keith Harwood
funds managed
5.2%
162 Christopher F. Petrosino 162. Christopher F. Petrosino
funds managed
5.2%
165 Ted Thome 165. Ted Thome
funds managed
5.0%
166 Ian Link 166. Ian Link
funds managed
4.9%
166 Karen H. Grimes 166. Karen H. Grimes
funds managed
4.9%
166 W. Michael Reckmeyer III 166. W. Michael Reckmeyer III
funds managed
4.9%
166 Scott St. John 166. Scott St. John
funds managed
4.9%
170 Arthur D. Ally 170. Arthur D. Ally
funds managed
4.7%
171 Alan Muschott 171. Alan Muschott
funds managed
4.4%
171 Shawn Lyons 171. Shawn Lyons
funds managed
4.4%
173 Paul Eckley 173. Paul Eckley
funds managed
4.4%
173 John Malito 173. John Malito
funds managed
4.4%
173 Lisa Rogers 173. Lisa Rogers
funds managed
4.4%
176 Dan Loewy 176. Dan Loewy
funds managed
4.4%
177 Nathan Palmer 177. Nathan Palmer
funds managed
3.9%
177 Anthony Wicklund 177. Anthony Wicklund
funds managed
3.9%
179 Mark Biller 179. Mark Biller
funds managed
3.8%
179 Anthony Ayers 179. Anthony Ayers
funds managed
3.8%
179 Eric Collier 179. Eric Collier
funds managed
3.8%
182 Morgan Harting 182. Morgan Harting
funds managed
3.5%
183 Edward Perks 183. Edward Perks
funds managed
3.3%
183 Todd Brighton 183. Todd Brighton
funds managed
3.3%
185 Richard Hsu 185. Richard Hsu
funds managed
2.1%
185 Matt Quinlan 185. Matt Quinlan
funds managed
2.1%
187 Carl W. Marker 187. Carl W. Marker
funds managed
-12.5%
Managers with less than 12 months history are below. View 1 month performance
Alexander Barenbo Alexander Barenbo
funds managed
Merlin L. Erickson Merlin L. Erickson
funds managed
Jeremy Gogos Jeremy Gogos
funds managed
John McLaughlin John McLaughlin
funds managed
Devakumaran Meenakshisundaram Devakumaran Meenakshisundaram
funds managed
Bill Ryder Bill Ryder
funds managed
Sean Serre Sean Serre
funds managed
Rajeev Sharma Rajeev Sharma
funds managed
Robert Sykes Robert Sykes
funds managed
Gregory L. Tornga Gregory L. Tornga
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Value Line Capital Appreciation Fund;Investor
Managers
USD

17.0%

8.5

-3.8%

2 Virtus Strategic Allocation Fund;A
Managers
USD

15.6%

7.1

-3.3%

3 Virtus Tactical Allocation Fund;A
Managers
USD

15.6%

7.5

-3.5%

4 Janus Henderson Balanced Fund;T
Managers
USD

13.5%

5.3

-3.1%

5 Disciplined Growth Investors Fund;I
Managers
USD

13.4%

6.4

-2.7%

6 Voya Global Multi-Asset Fund;I
Managers
USD

12.6%

6.0

-4.0%

7 T Rowe Price Personal Strategy Balanced Fund
Managers
USD

12.3%

5.2

-3.0%

8 Janus Henderson Global Allocation Fund - Modt;D
Managers
USD

12.2%

5.1

-2.9%

9 Advantus Dynamic Managed Volatility Fund;Inst
Managers
USD

11.0%

7.1

-5.2%

10 Goldman Sachs Growth & Income Strategy Port;Inst
Managers
USD

10.9%

6.1

-4.2%

11 TIAA-CREF Lifestyle Moderate Fund;Rtl
Managers
USD

10.8%

5.1

-3.5%

12 TIAA-CREF Managed Allocation Fund;Retail
Managers
USD

10.7%

5.1

-3.6%

13 LK Balanced Fund;Institutional
Managers
USD

10.6%

7.1

-5.2%

14 MassMutual Premier Balanced Fund;R5 USD

10.6%

6.1

-4.6%

15 Fidelity Asset Manager 60%
Managers
USD

10.5%

5.2

-3.5%

16 Schwab Balanced Fund
Managers
USD

10.3%

4.8

-3.2%

17 American Century Strat Alloc Moderate Fund;Inv USD

10.2%

5.3

-3.4%

18 PNC Balanced Allocation Fund;I
Managers
USD

10.1%

4.9

-3.7%

18 MFS Moderate Allocation Fund;A
Managers
USD

10.1%

4.6

-2.8%

20 Hartford Moderate Allocation Fund;A
Managers
USD

10.1%

5.1

-3.3%

21 Franklin Moderate Allocation Fund;A
Managers
USD

9.8%

4.8

-3.0%

22 Fidelity Advisor Balanced Fund;M USD

9.7%

5.8

-4.0%

23 MFS Global Total Return Fund;A USD

9.7%

5.6

-3.7%

24 John Hancock Multimanager Lifestyle Bal Port;1
Managers
USD

9.6%

5.0

-3.4%

25 Pioneer Classic Balanced Fund;A
Managers
USD

9.4%

4.7

-3.7%

26 TETON Westwood Balanced Fund;AAA USD

9.4%

5.9

-4.2%

27 Columbia Capital Allocation Moderate Portfolio;A
Managers
USD

9.3%

5.0

-3.7%

28 BlackRock 60/40 Target Allocation Fund;Inv A
Managers
USD

9.2%

5.1

-3.6%

29 American Funds Tax-Advt Gro and Inc Ptf;A USD

9.2%

4.0

-2.9%

30 Sterling Capital Strategic Alloc Balanced Fd;Inst
Managers
USD

9.2%

5.4

-4.2%

31 Oppenheimer Moderate Investor Fund;A
Managers
USD

9.1%

5.3

-3.9%

32 Franklin NextStep Moderate Fund;A
Managers
USD

9.1%

5.1

-3.6%

33 DFA Global Allocation 60/40 Portfolio;Inst USD

9.1%

4.7

-3.2%

34 Madison Moderate Allocation Fund;A
Managers
USD

8.9%

5.2

-3.8%

35 SEI Market Growth Strategy Fund;F
Managers
USD

8.9%

5.1

-3.5%

36 American Century Balanced Fund;Investor USD

8.9%

5.5

-4.0%

37 Fidelity Asset Manager 50%
Managers
USD

8.9%

4.4

-3.0%

38 Deutsche Multi-Asset Moderate Allocation Fund;A
Managers
USD

8.8%

5.8

-4.2%

39 Ladenburg Growth & Income Fund;I
Managers
USD

8.8%

5.2

-3.8%

39 USAA Cornerstone Moderately Aggressive Fund
Managers
USD

8.8%

5.0

-3.6%

41 Hennessy Equity and Income Fund;Institutional USD

8.8%

5.2

-3.9%

42 George Putnam Balanced Fund;A
Managers
USD

8.7%

5.3

-4.0%

42 Putnam Dynamic Asset Allocation Balanced Fund;A
Managers
USD

8.7%

5.4

-4.4%

44 Fallen Angels Income Fund
Managers
USD

8.7%

6.5

-4.9%

45 Great-West SecureFoundation Balanced ETF Fund;A USD

8.5%

4.7

-3.3%

45 USAA Growth & Tax Strategy Fund;Fund
Managers
USD

8.5%

4.1

-3.0%

47 USAA Target Managed Allocation Fund
Managers
USD

8.5%

7.0

-4.9%

48 MassMutual RetireSMART Moderate Fund;A
Managers
USD

8.5%

4.9

-3.6%

49 Praxis Genesis Balanced Portfolio;A
Managers
USD

8.4%

4.8

-3.4%

50 Pacific Funds Portfolio Optimization Moderate;A
Managers
USD

8.4%

5.2

-3.8%

51 Delaware Foundation Moderate Allocation Fund;A
Managers
USD

8.4%

5.2

-3.7%

52 Great-West Moderate Profile Fund;Investor USD

8.3%

4.6

-3.1%

53 JPMorgan Investor Balanced Fund;A USD

8.3%

4.4

-3.2%

54 GuideStone Balanced Allocation Fund;Inv
Managers
USD

8.1%

4.3

-2.9%

55 Oakmark Equity and Income Fund;Investor
Managers
USD

8.1%

6.6

-5.1%

56 John Hancock Multi-Index Lifestyle Bal Port;1
Managers
USD

8.1%

4.8

-3.6%

57 QS Conservative Growth Fund;A
Managers
USD

8.1%

4.5

-3.0%

58 Neiman Balanced Allocation Fund;A
Managers
USD

7.9%

4.5

-3.3%

59 Rational Strategic Allocation Fund;A
Managers
USD

7.9%

5.3

-3.9%

60 Ivy Apollo Multi-Asset Income Fund;I USD

7.8%

4.2

-2.6%

61 Manning & Napier Pro-Blend Extended Term Series;S
Managers
USD

7.7%

4.4

-2.5%

61 Thrivent Moderate Allocation Fund;A
Managers
USD

7.7%

4.4

-3.3%

63 MainStay Moderate Allocation Fund;A
Managers
USD

7.7%

5.5

-4.6%

64 USAA Cornerstone Moderate Fund
Managers
USD

7.6%

4.4

-3.1%

65 Buffalo Flexible Income Fund
Managers
USD

7.6%

9.7

-6.4%

66 Madison Diversified Income Fund;A
Managers
USD

7.6%

5.5

-4.8%

67 Invesco Moderate Allocation Fund;A
Managers
USD

7.6%

4.7

-3.5%

68 Nuveen Strategy Balanced Allocation Fund;R3
Managers
USD

7.5%

4.2

-3.0%

68 Transamerica Asset Allocation - Moderate Port;A
Managers
USD

7.5%

4.3

-3.0%

70 Wilmington Diversified Income Fund;A USD

7.5%

4.9

-3.6%

71 Cavanal Hill Active Core Fund;Investor
Managers
USD

7.5%

4.5

-3.2%

72 Saturna Sextant Core Fund
Managers
USD

7.4%

5.1

-4.3%

73 American Funds Income Fund of America;A USD

7.2%

6.2

-4.9%

74 American Century One Choice Port Conservative;Inv USD

7.2%

4.0

-2.7%

75 Transamerica Asset Allocation Intmdt Horizon;R4
Managers
USD

7.2%

4.1

-2.9%

75 SEI Core Market Strategy Fund;F
Managers
USD

7.2%

4.1

-2.8%

77 Weitz Balanced Fund
Managers
USD

7.1%

4.4

-2.9%

78 Thrivent Balanced Income Plus Fund;A USD

7.1%

4.0

-2.8%

79 American Century Strat Alloc Conservative Fd;Inv USD

6.9%

3.7

-2.5%

80 Pioneer Solutions - Balanced Fund;A
Managers
USD

6.8%

4.3

-3.6%

81 RiverFront Moderate Growth & Income Fund;C
Managers
USD

6.8%

4.8

-3.8%

82 BlackRock 40/60 Target Allocation Fund;Inv A
Managers
USD

6.7%

3.8

-2.8%

83 John Hancock Multimanager Lifestyle Mod Port;1
Managers
USD

6.6%

3.5

-2.5%

84 BMO Moderate Allocation Fund;R-6
Managers
USD

6.5%

3.9

-2.8%

85 Wells Fargo Moderate Balanced Fund;Adm USD

6.4%

3.4

-2.6%

86 Principal SAM Conservative Balanced Portfolio;A
Managers
USD

6.4%

3.7

-2.7%

87 Archer Balanced Fund
Managers
USD

6.4%

5.8

-5.3%

88 Pacific Funds Portfolio Optimization Mod-Csv;A
Managers
USD

6.4%

3.7

-2.7%

89 Russell Investments Balanced Strategy Fund;E
Managers
USD

6.3%

4.1

-2.6%

90 Great-West Moderately Consv Profile Fund;Inv USD

6.2%

3.5

-2.3%

91 Lord Abbett Multi-Asset Balanced Opportunity Fd;A
Managers
USD

6.1%

5.3

-3.8%

92 MFS Total Return Fund;A USD

6.0%

5.1

-4.6%

93 American Funds Conservative Gro and Inc Ptf;A USD

5.8%

4.8

-4.0%

94 Manning & Napier Pro-Blend Moderate Term Series;S
Managers
USD

5.7%

3.5

-2.1%

95 First Investors Total Return Fund;A
Managers
USD

5.6%

5.4

-4.6%

96 Hennessy Balanced Fund;Investor
Managers
USD

5.6%

4.7

-3.5%

97 Catalyst/SMH Total Return Income Fund;A
Managers
USD

5.5%

6.9

-3.3%

98 John Hancock Multi-Index Lifestyle Mod Port;1
Managers
USD

5.5%

3.4

-2.6%

99 Roumell Opportunistic Value Fund;Institutional
Managers
USD

5.4%

5.7

-2.9%

100 Wells Fargo WealthBuilder Modt Bal Fund;C
Managers
USD

5.4%

4.2

-3.6%

101 Hotchkis & Wiley Capital Income Fund;I
Managers
USD

5.3%

5.8

-3.7%

102 Manning & Napier Strategic Income Moderate;S
Managers
USD

5.2%

4.3

-3.5%

103 AB All Market Total Return Portfolio;A
Managers
USD

5.2%

4.5

-3.3%

104 Russell Investments Moderate Strategy Fund;E
Managers
USD

5.1%

3.3

-2.2%

105 1290 DoubleLine Dynamic Allocation Fund;I USD

5.1%

4.3

-3.5%

106 Janus Henderson Value Plus Income Fund;D
Managers
USD

5.0%

4.2

-3.5%

107 Hartford Balanced Income Fund;C
Managers
USD

4.9%

4.4

-4.0%

108 Timothy Plan Conservative Growth Fund;A
Managers
USD

4.7%

4.1

-3.0%

109 Franklin Balanced Fund;A
Managers
USD

4.4%

5.0

-4.0%

110 State Farm Balanced Fund
Managers
USD

4.4%

5.6

-5.2%

111 SEI Moderate Strategy Fund;F
Managers
USD

4.4%

3.2

-2.3%

112 Templeton Global Balanced Fund;A1 USD

4.1%

6.6

-5.3%

113 SEI Defensive Strategy Allocation Fund;F
Managers
USD

4.0%

4.8

-3.6%

114 Touchstone Dynamic Diversified Income Fund;A
Managers
USD

3.9%

4.0

-3.2%

115 SMI Conservative Allocation Fund
Managers
USD

3.8%

4.0

-3.3%

116 AB Tax-Managed All Market Income Portfolio;A
Managers
USD

3.5%

4.2

-3.5%

117 Goldman Sachs Income Builder Fund;A USD

3.2%

3.9

-3.4%

118 Timothy Plan Growth & Income Fund;A USD

2.6%

4.9

-3.0%

119 James Balanced Golden Rainbow Fund;Retail USD

2.2%

4.0

-3.0%

120 Franklin Income Fund;A
Managers
USD

2.1%

5.5

-4.6%

121 IMS Strategic Income Fund;Institutional
Managers
USD

-12.5%

6.5

-12.5%

Funds with less than 12 months history are below. View 1 month performance
MassMutual Select T Rowe Price Ret Balanced Fd;I
Managers
MFS Prudent Investor Fund;A
Managers
Saratoga Aggressive Balanced Allocation Port;A
Managers
Saratoga Conservative Balanced Allocation Port;A
Managers
Saratoga Moderately Aggressive Balanced All Prt;A
Managers
Saratoga Moderately Balanced Allocation Port;A
Managers
Saratoga Moderately Conservative Bal Alloc Prt;A
Managers
manager return
Mark Hudoff Mark Hudoff
funds managed
5.3%
Tim Bray Tim Bray
funds managed
8.1%
Charles Melchreit Charles Melchreit
funds managed
9.4%
Douglas S. Foreman Douglas S. Foreman
funds managed
15.6%
Paul Scanlon Paul Scanlon
funds managed
8.7%
Patrick Meegan Patrick Meegan
funds managed
5.3%
Walter Hunnewell Walter Hunnewell
funds managed
9.4%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
10.1%
Morgan Harting Morgan Harting
funds managed
3.5%
Jeffrey Knight Jeffrey Knight
funds managed
9.3%
Marc Pinto Marc Pinto
funds managed
13.5%
Charles M. Shriver Charles M. Shriver
funds managed
12.3%
W. Michael Reckmeyer III W. Michael Reckmeyer III
funds managed
4.9%
Todd Jablonski Todd Jablonski
funds managed
6.4%
Matt Quinlan Matt Quinlan
funds managed
2.1%
Stephen D Lowe Stephen D Lowe
funds managed
7.7%
John Cunniff John Cunniff
funds managed
10.7%
Geoff Stein Geoff Stein
funds managed
9.7%
Matt L. Peden Matt L. Peden
funds managed
8.1%
Jeremiah Buckley Jeremiah Buckley
funds managed
13.5%
John H. Brown John H. Brown
funds managed
7.6%
Drew Justman Drew Justman
funds managed
7.6%
Robert A. Lee Robert A. Lee
funds managed
6.1%
David L. Albrycht David L. Albrycht
funds managed
15.6%
Chris Nisbet Chris Nisbet
funds managed
7.6%
Pankaj Bhatnagar Pankaj Bhatnagar
funds managed
8.8%
Charlie D. Averill Charlie D. Averill
funds managed
6.4%
Alan Muschott Alan Muschott
funds managed
4.4%
John C. Bonnell John C. Bonnell
funds managed
8.5%
Hans Erickson Hans Erickson
funds managed
10.7%
Michael J. Magiera Michael J. Magiera
funds managed
5.2%
Michael Schoonover Michael Schoonover
funds managed
7.9%
Jacob C. Weaver Jacob C. Weaver
funds managed
8.5%
Robert J. Benson Robert J. Benson
funds managed
8.1%
Phelps McIlvaine Phelps McIlvaine
funds managed
7.4%
Liane Rosenberg Liane Rosenberg
funds managed
17.0%
Cindy Starke Cindy Starke
funds managed
17.0%
Edward J Tostanoski Edward J Tostanoski
funds managed
10.9%
Paul Lefurgey Paul Lefurgey
funds managed
7.6%
Zifan Tang Zifan Tang
funds managed
10.3%
R. Keith Harwood R. Keith Harwood
funds managed
5.2%
Fred Martin Fred Martin
funds managed
13.4%
Scott Link Scott Link
funds managed
13.4%
Rob Nicoski Rob Nicoski
funds managed
13.4%
Christopher A. Fronk Christopher A. Fronk
funds managed
8.5%
Christopher F. Petrosino Christopher F. Petrosino
funds managed
5.2%