rank manager return
1 James C. Roumell 1. James C. Roumell
funds managed
24.3%
2 Mark Hudoff 2. Mark Hudoff
funds managed
21.8%
2 Patrick Meegan 2. Patrick Meegan
funds managed
21.8%
2 Noah Mayer 2. Noah Mayer
funds managed
21.8%
5 Daniel Rudnitsky 5. Daniel Rudnitsky
funds managed
20.6%
5 Dwayne Moyers 5. Dwayne Moyers
funds managed
20.6%
7 Stephen E. Grant 7. Stephen E. Grant
funds managed
17.6%
7 Cindy Starke 7. Cindy Starke
funds managed
17.6%
7 Liane Rosenberg 7. Liane Rosenberg
funds managed
17.6%
10 Clyde McGregor 10. Clyde McGregor
funds managed
14.9%
10 Colin Hudson 10. Colin Hudson
funds managed
14.9%
10 Edward Wojciechowski 10. Edward Wojciechowski
funds managed
14.9%
13 Charles M. Shriver 13. Charles M. Shriver
funds managed
12.8%
14 Marc Pinto 14. Marc Pinto
funds managed
12.3%
14 Mayur Saigal 14. Mayur Saigal
funds managed
12.3%
14 Jeremiah Buckley 14. Jeremiah Buckley
funds managed
12.3%
17 Craig M. Stapleton-Corcoran 17. Craig M. Stapleton-Corcoran
funds managed
11.7%
17 David M. Kuplic 17. David M. Kuplic
funds managed
11.7%
19 Edward J Tostanoski 19. Edward J Tostanoski
funds managed
11.6%
20 Matt Quinlan 20. Matt Quinlan
funds managed
11.5%
21 Paul Zemsky 21. Paul Zemsky
funds managed
11.4%
22 Hans Erickson 22. Hans Erickson
funds managed
11.4%
22 John Cunniff 22. John Cunniff
funds managed
11.4%
24 Paul Scanlon 24. Paul Scanlon
funds managed
11.1%
24 Aaron Cooper 24. Aaron Cooper
funds managed
11.1%
26 Tony Coffey 26. Tony Coffey
funds managed
11.0%
26 James Macey 26. James Macey
funds managed
11.0%
26 Robert A. Lee 26. Robert A. Lee
funds managed
11.0%
26 Giulio Martin 26. Giulio Martin
funds managed
11.0%
30 Jeffrey J. Schappe 30. Jeffrey J. Schappe
funds managed
10.7%
30 James C. Willis 30. James C. Willis
funds managed
10.7%
30 Kevin J. Stoll 30. Kevin J. Stoll
funds managed
10.7%
33 Zifan Tang 33. Zifan Tang
funds managed
10.7%
34 Poul Kristensen 34. Poul Kristensen
funds managed
10.7%
34 Jae S. Yoon 34. Jae S. Yoon
funds managed
10.7%
34 Jonathan B. Swaney 34. Jonathan B. Swaney
funds managed
10.7%
34 Amit Soni 34. Amit Soni
funds managed
10.7%
38 Robert Schoen 38. Robert Schoen
funds managed
10.6%
38 Jason Vaillancourt 38. Jason Vaillancourt
funds managed
10.6%
38 James Fetch 38. James Fetch
funds managed
10.6%
38 Robert Kea 38. Robert Kea
funds managed
10.6%
42 Darrell Watters 42. Darrell Watters
funds managed
10.6%
43 Geoff Stein 43. Geoff Stein
funds managed
10.3%
44 Darwei Kung 44. Darwei Kung
funds managed
10.2%
44 Pankaj Bhatnagar 44. Pankaj Bhatnagar
funds managed
10.2%
46 Fred Martin 46. Fred Martin
funds managed
10.0%
46 Rob Nicoski 46. Rob Nicoski
funds managed
10.0%
46 Scott Link 46. Scott Link
funds managed
10.0%
49 Vernon J. Meyer 49. Vernon J. Meyer
funds managed
10.0%
49 Allison Mortensen 49. Allison Mortensen
funds managed
10.0%
51 Jeffrey Knight 51. Jeffrey Knight
funds managed
9.9%
51 Anwiti Bahuguna 51. Anwiti Bahuguna
funds managed
9.9%
53 Mark Hamilton 53. Mark Hamilton
funds managed
9.6%
53 Dokyoung Lee 53. Dokyoung Lee
funds managed
9.6%
55 Thomas Nelson 55. Thomas Nelson
funds managed
9.6%
56 David L. Albrycht 56. David L. Albrycht
funds managed
9.5%
56 Frederick A. Brimberg 56. Frederick A. Brimberg
funds managed
9.5%
58 Duy Nguyen 58. Duy Nguyen
funds managed
9.4%
58 Jacob Borbidge 58. Jacob Borbidge
funds managed
9.4%
60 Adam Petryk 60. Adam Petryk
funds managed
9.4%
60 Ellen Tesler 60. Ellen Tesler
funds managed
9.4%
60 Thomas Picciochi 60. Thomas Picciochi
funds managed
9.4%
63 John W. Rosebrough 63. John W. Rosebrough
funds managed
9.3%
63 Steven C. Demas 63. Steven C. Demas
funds managed
9.3%
63 Troy C. Patton 63. Troy C. Patton
funds managed
9.3%
66 Edward Perks 66. Edward Perks
funds managed
9.3%
67 Howard T. Hirakawa 67. Howard T. Hirakawa
funds managed
9.3%
67 Carleton J. Muench 67. Carleton J. Muench
funds managed
9.3%
67 Max Gokhman 67. Max Gokhman
funds managed
9.3%
67 Samuel S. Park 67. Samuel S. Park
funds managed
9.3%
71 Philip Blancato 71. Philip Blancato
funds managed
9.2%
72 Frederick Schulitz 72. Frederick Schulitz
funds managed
9.2%
72 Bruce Picard Jr. 72. Bruce Picard Jr.
funds managed
9.2%
74 Allen E. Choinski 74. Allen E. Choinski
funds managed
9.1%
75 Sharon Hill 75. Sharon Hill
funds managed
9.1%
76 Bruce H. Van Kooten 76. Bruce H. Van Kooten
funds managed
9.0%
76 Thomas J. Sudyka 76. Thomas J. Sudyka
funds managed
9.0%
78 Nathan Thooft 78. Nathan Thooft
funds managed
9.0%
78 Marcelle Daher 78. Marcelle Daher
funds managed
9.0%
78 Bob Boyda 78. Bob Boyda
funds managed
9.0%
81 Harvey Neiman 81. Harvey Neiman
funds managed
9.0%
81 Daniel Neiman 81. Daniel Neiman
funds managed
9.0%
83 David Hottmann 83. David Hottmann
funds managed
9.0%
83 Patrick Ryan 83. Patrick Ryan
funds managed
9.0%
85 Walter Hunnewell 85. Walter Hunnewell
funds managed
8.9%
85 Charles Melchreit 85. Charles Melchreit
funds managed
8.9%
85 Brad Komenda 85. Brad Komenda
funds managed
8.9%
88 Dario Castagna 88. Dario Castagna
funds managed
8.9%
88 Dan McNeela 88. Dan McNeela
funds managed
8.9%
88 Michael Stout 88. Michael Stout
funds managed
8.9%
88 Christopher A. Staples 88. Christopher A. Staples
funds managed
8.9%
88 Kane Cotton 88. Kane Cotton
funds managed
8.9%
93 Ted Thome 93. Ted Thome
funds managed
8.9%
94 Enrique Chang 94. Enrique Chang
funds managed
8.8%
94 Ashwin G. Alankar 94. Ashwin G. Alankar
funds managed
8.8%
96 Jason Weber 96. Jason Weber
funds managed
8.7%
96 Martin C. Schulz 96. Martin C. Schulz
funds managed
8.7%
96 Mark McGlone 96. Mark McGlone
funds managed
8.7%
96 Michael W. Coleman 96. Michael W. Coleman
funds managed
8.7%
100 Delmar King 100. Delmar King
funds managed
8.7%
100 Benjamin Bailey 100. Benjamin Bailey
funds managed
8.7%
102 Glenn Busch 102. Glenn Busch
funds managed
8.5%
102 Michael Moore 102. Michael Moore
funds managed
8.5%
102 Gabriel Wisdom 102. Gabriel Wisdom
funds managed
8.5%
105 Joseph Flaherty, Jr 105. Joseph Flaherty, Jr
funds managed
8.5%
106 Brian Meath 106. Brian Meath
funds managed
8.4%
106 Rob Balkema 106. Rob Balkema
funds managed
8.4%
108 Tim Bray 108. Tim Bray
funds managed
8.2%
108 Matt L. Peden 108. Matt L. Peden
funds managed
8.2%
108 Stephen Lingard 108. Stephen Lingard
funds managed
8.2%
108 Brooks Ritchey 108. Brooks Ritchey
funds managed
8.2%
108 John Levy 108. John Levy
funds managed
8.2%
108 Robert J. Benson 108. Robert J. Benson
funds managed
8.2%
114 Vishal Karir 114. Vishal Karir
funds managed
8.2%
114 Michael Gates 114. Michael Gates
funds managed
8.2%
116 Paul Dlugosch 116. Paul Dlugosch
funds managed
8.0%
116 John Kornitzer 116. John Kornitzer
funds managed
8.0%
118 David Miller 118. David Miller
funds managed
8.0%
118 Michael Schoonover 118. Michael Schoonover
funds managed
8.0%
120 Jon D. Adams 120. Jon D. Adams
funds managed
7.9%
121 Arnold J. Espe 121. Arnold J. Espe
funds managed
7.8%
121 Lance Humphrey 121. Lance Humphrey
funds managed
7.8%
123 Dan Loewy 123. Dan Loewy
funds managed
7.8%
123 Vadim Zlotnikov 123. Vadim Zlotnikov
funds managed
7.8%
125 John P. Toohey 125. John P. Toohey
funds managed
7.6%
125 Wasif A. Latif 125. Wasif A. Latif
funds managed
7.6%
127 Bradley P. Hinton 127. Bradley P. Hinton
funds managed
7.6%
128 Derek B. Bloom 128. Derek B. Bloom
funds managed
7.6%
128 Keith B. Hembre 128. Keith B. Hembre
funds managed
7.6%
130 Christian L. Chan 130. Christian L. Chan
funds managed
7.4%
130 Kandarp R. Acharya 130. Kandarp R. Acharya
funds managed
7.4%
132 Richard Weiss 132. Richard Weiss
funds managed
7.4%
132 Ebrahim Busheri 132. Ebrahim Busheri
funds managed
7.4%
132 Scott Wilson 132. Scott Wilson
funds managed
7.4%
132 Radu Gabudean 132. Radu Gabudean
funds managed
7.4%
132 David MacEwen 132. David MacEwen
funds managed
7.4%
132 Marc Tommasi 132. Marc Tommasi
funds managed
7.4%
132 Christian A. Andreach 132. Christian A. Andreach
funds managed
7.4%
139 Alan Muschott 139. Alan Muschott
funds managed
7.2%
139 Todd Jablonski 139. Todd Jablonski
funds managed
7.2%
139 Charlie D. Averill 139. Charlie D. Averill
funds managed
7.2%
139 Shawn Lyons 139. Shawn Lyons
funds managed
7.2%
143 John O'Toole 143. John O'Toole
funds managed
7.0%
143 Salvatore Buono 143. Salvatore Buono
funds managed
7.0%
143 Paul Weber 143. Paul Weber
funds managed
7.0%
146 Ryan Schneck 146. Ryan Schneck
funds managed
7.0%
146 James Smigiel 146. James Smigiel
funds managed
7.0%
146 Bryan Hoffman 146. Bryan Hoffman
funds managed
7.0%
149 Jennifer L. Enstad 149. Jennifer L. Enstad
funds managed
6.8%
149 Keith D. Swanson 149. Keith D. Swanson
funds managed
6.8%
149 James C. McClendon 149. James C. McClendon
funds managed
6.8%
152 Marc Bushallow 152. Marc Bushallow
funds managed
6.8%
153 Matthew Stephani 153. Matthew Stephani
funds managed
6.8%
153 Michael P. Maurer 153. Michael P. Maurer
funds managed
6.8%
153 J. Brian Henderson 153. J. Brian Henderson
funds managed
6.8%
153 Thomas W. Verdel 153. Thomas W. Verdel
funds managed
6.8%
157 Drew Justman 157. Drew Justman
funds managed
6.7%
157 Paul Lefurgey 157. Paul Lefurgey
funds managed
6.7%
157 John H. Brown 157. John H. Brown
funds managed
6.7%
157 Chris Nisbet 157. Chris Nisbet
funds managed
6.7%
161 Clark D. Wagner 161. Clark D. Wagner
funds managed
6.7%
161 Edwin D. Miska 161. Edwin D. Miska
funds managed
6.7%
163 Ian Link 163. Ian Link
funds managed
6.5%
163 Karen H. Grimes 163. Karen H. Grimes
funds managed
6.5%
163 W. Michael Reckmeyer III 163. W. Michael Reckmeyer III
funds managed
6.5%
163 Scott St. John 163. Scott St. John
funds managed
6.5%
167 Christopher A. Fronk 167. Christopher A. Fronk
funds managed
6.3%
167 Jacob C. Weaver 167. Jacob C. Weaver
funds managed
6.3%
167 John C. Bonnell 167. John C. Bonnell
funds managed
6.3%
167 Dale R Hoffman 167. Dale R Hoffman
funds managed
6.3%
171 Lisa Rogers 171. Lisa Rogers
funds managed
6.3%
171 Paul Eckley 171. Paul Eckley
funds managed
6.3%
171 John Malito 171. John Malito
funds managed
6.3%
174 Anthony Wicklund 174. Anthony Wicklund
funds managed
5.9%
174 Nathan Palmer 174. Nathan Palmer
funds managed
5.9%
176 Neil J. Hennessy 176. Neil J. Hennessy
funds managed
5.9%
176 Brian Peery 176. Brian Peery
funds managed
5.9%
178 R. Keith Harwood 178. R. Keith Harwood
funds managed
5.7%
178 Michael J. Magiera 178. Michael J. Magiera
funds managed
5.7%
178 Christopher F. Petrosino 178. Christopher F. Petrosino
funds managed
5.7%
181 Arthur D. Ally 181. Arthur D. Ally
funds managed
4.1%
182 Eric Collier 182. Eric Collier
funds managed
-1.1%
182 Anthony Ayers 182. Anthony Ayers
funds managed
-1.1%
182 Mark Biller 182. Mark Biller
funds managed
-1.1%
185 Carl W. Marker 185. Carl W. Marker
funds managed
-2.9%
Managers with less than 12 months history are below. View 1 month performance
Petros Bocray Petros Bocray
funds managed
Daniel Boncarosky Daniel Boncarosky
funds managed
Todd Brighton Todd Brighton
funds managed
Raymond Chan Raymond Chan
funds managed
Michael Dowdall Michael Dowdall
funds managed
Douglas S. Foreman Douglas S. Foreman
funds managed
Matthew Glaser Matthew Glaser
funds managed
Jeremy Gogos Jeremy Gogos
funds managed
Morgan Harting Morgan Harting
funds managed
Stephen H. Hooker Stephen H. Hooker
funds managed
Richard Hsu Richard Hsu
funds managed
Joshua B. Kutin Joshua B. Kutin
funds managed
Christopher Lvoff Christopher Lvoff
funds managed
Phelps McIlvaine Phelps McIlvaine
funds managed
Chris Paul Chris Paul
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Roumell Opportunistic Value Fund;Institutional
Managers
USD

24.3%

7.9

-2.1%

2 Hotchkis & Wiley Capital Income Fund;I
Managers
USD

21.8%

6.3

-0.5%

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

20.6%

5.9

-1.5%

4 Value Line Income & Growth Fund;Investor
Managers
USD

17.6%

6.9

-3.0%

5 Templeton Global Balanced Fund;A1 USD

16.6%

3.1

-0.7%

6 Oakmark Equity and Income Fund;Investor
Managers
USD

14.9%

5.0

-0.9%

7 T Rowe Price Personal Strategy Balanced Fund
Managers
USD

12.8%

3.5

-1.2%

8 Janus Henderson Balanced Fund;T
Managers
USD

12.3%

4.6

-1.8%

9 John Hancock Multimanager Lifestyle Bal Port;1
Managers
USD

11.8%

3.1

-1.3%

10 Advantus Dynamic Managed Volatility Fund;A
Managers
USD

11.7%

4.4

-1.8%

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

11.6%

3.5

-1.3%

12 Franklin Income Fund;A
Managers
USD

11.5%

3.7

-0.5%

13 Voya Global Multi-Asset Fund;I
Managers
USD

11.4%

3.9

-2.0%

14 TIAA-CREF Lifestyle Moderate Fund;Rtl
Managers
USD

11.4%

3.5

-1.6%

14 Fidelity Advisor Balanced Fund;M USD

11.4%

4.2

-1.8%

14 TIAA-CREF Managed Allocation Fund;Retail
Managers
USD

11.4%

3.4

-1.5%

17 MassMutual Premier Balanced Fund;R5 USD

11.3%

3.8

-1.6%

18 Fidelity Asset Manager 60%
Managers
USD

11.3%

3.5

-1.5%

19 George Putnam Balanced Fund;A
Managers
USD

11.1%

3.6

-1.2%

20 Franklin Moderate Allocation Fund;A
Managers
USD

11.0%

3.4

-1.3%

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

11.0%

2.9

-0.7%

22 Pacific Funds Portfolio Optimization Moderate;A
Managers
USD

10.8%

2.8

-1.2%

23 Sterling Capital Strategic Alloc Balanced Fd;Inst
Managers
USD

10.7%

3.1

-1.4%

24 Schwab Balanced Fund
Managers
USD

10.7%

3.8

-1.8%

25 MainStay Moderate Allocation Fund;A
Managers
USD

10.7%

3.3

-1.3%

26 Putnam Dynamic Asset Allocation Balanced Fund;A
Managers
USD

10.6%

3.7

-1.6%

27 DFA Global Allocation 60/40 Portfolio;Inst USD

10.5%

3.1

-1.4%

28 Virtus Tactical Allocation Fund;A
Managers
USD

10.2%

5.8

-4.0%

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

10.2%

3.2

-1.1%

30 Great-West Moderate Profile Fund;Investor USD

10.1%

3.1

-1.4%

31 Thrivent Moderate Allocation Fund;A USD

10.0%

2.8

-1.3%

32 Disciplined Growth Investors Fund;I
Managers
USD

10.0%

4.7

-2.4%

33 Hartford Moderate Allocation Fund;A
Managers
USD

10.0%

3.7

-2.2%

34 JPMorgan Investor Balanced Fund;A USD

9.9%

2.7

-1.1%

35 Columbia Capital Allocation Moderate Portfolio;A
Managers
USD

9.9%

3.3

-1.6%

36 Russell Investments Balanced Strategy Fund;E
Managers
USD

9.8%

2.2

-0.7%

37 American Century Strat Alloc Moderate Fund;Inv
Managers
USD

9.7%

3.5

-1.8%

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

9.7%

3.4

-1.7%

39 Oppenheimer Moderate Investor Fund;A
Managers
USD

9.6%

3.7

-1.9%

40 Great-West SecureFoundation Balanced ETF Fund;A USD

9.4%

3.4

-1.9%

41 Fidelity Asset Manager 50%
Managers
USD

9.4%

3.1

-1.4%

42 Invesco Moderate Allocation Fund;A
Managers
USD

9.4%

2.9

-1.2%

43 QS Conservative Growth Fund;A
Managers
USD

9.4%

3.3

-1.8%

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

9.4%

3.4

-1.6%

45 Archer Balanced Fund
Managers
USD

9.3%

4.0

-1.9%

46 Ladenburg Growth & Income Fund;I
Managers
USD

9.2%

3.5

-1.6%

47 MassMutual RetireSMART Moderate Fund;A
Managers
USD

9.2%

3.1

-1.6%

48 Wilmington Strategic Allocation Moderate Fund;A
Managers
USD

9.1%

3.7

-2.0%

49 Delaware Foundation Moderate Allocation Fund;A
Managers
USD

9.1%

2.9

-1.3%

50 SEI Market Growth Strategy Fund;F
Managers
USD

9.1%

3.5

-1.8%

51 LK Balanced Fund;Institutional
Managers
USD

9.0%

4.5

-1.1%

52 Neiman Balanced Allocation Fund;A
Managers
USD

9.0%

3.0

-1.3%

53 Madison Moderate Allocation Fund;A
Managers
USD

9.0%

3.3

-1.6%

54 Pioneer Classic Balanced Fund;A
Managers
USD

8.9%

3.5

-1.6%

55 Transamerica Asset Allocation Intmdt Horizon;R4
Managers
USD

8.9%

2.5

-1.0%

55 Transamerica Asset Allocation - Moderate Port;A
Managers
USD

8.9%

2.9

-1.4%

57 AB All Market Total Return Portfolio;A
Managers
USD

8.9%

3.3

-1.7%

58 Janus Henderson Value Plus Income Fund;D
Managers
USD

8.9%

3.6

-1.2%

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

8.8%

4.2

-2.4%

60 USAA Cornerstone Moderately Aggressive Fund USD

8.8%

3.5

-2.0%

61 Virtus Strategic Allocation Fund;A
Managers
USD

8.8%

5.9

-4.5%

62 PNC Balanced Allocation Fund;I
Managers
USD

8.7%

3.5

-1.8%

63 Praxis Genesis Balanced Portfolio;A
Managers
USD

8.7%

3.1

-1.7%

64 American Funds Income Fund of America;A USD

8.7%

3.5

-1.5%

65 Goldman Sachs Income Builder Fund;A USD

8.6%

2.7

-0.5%

66 Fallen Angels Income Fund
Managers
USD

8.5%

4.6

-2.2%

67 MFS Moderate Allocation Fund;A
Managers
USD

8.5%

3.8

-2.1%

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

8.5%

5.7

-3.8%

69 American Century Balanced Fund;Investor USD

8.4%

3.3

-1.6%

70 John Hancock Multimanager Lifestyle Mod Port;1
Managers
USD

8.2%

2.6

-1.3%

71 Franklin NextStep Moderate Fund;A
Managers
USD

8.2%

2.8

-1.4%

71 GuideStone Balanced Allocation Fund;Inv
Managers
USD

8.2%

2.9

-1.6%

73 MFS Total Return Fund;A USD

8.2%

3.2

-1.5%

74 TETON Westwood Balanced Fund;AAA USD

8.1%

4.2

-2.4%

75 Thrivent Balanced Income Plus Fund;A USD

8.0%

2.9

-1.5%

76 Buffalo Flexible Income Fund
Managers
USD

8.0%

5.3

-2.0%

77 Rational Strategic Allocation Fund;A
Managers
USD

8.0%

3.4

-1.6%

78 Great-West Moderately Consv Profile Fund;Inv USD

7.9%

2.4

-1.1%

79 BMO Moderate Allocation Fund;R-6
Managers
USD

7.9%

2.6

-1.1%

80 American Funds Tax-Advantaged Income Portfolio;A USD

7.8%

3.4

-2.1%

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

7.8%

2.4

-1.0%

82 USAA Cornerstone Moderate Fund
Managers
USD

7.8%

3.3

-2.2%

83 American Funds Income Portfolio;A USD

7.8%

3.3

-1.4%

83 Ivy Apollo Multi-Asset Income Fund;I USD

7.8%

3.4

-1.7%

85 Hennessy Equity and Income Fund;Institutional USD

7.6%

5.1

-3.3%

85 Weitz Balanced Fund
Managers
USD

7.6%

3.4

-1.9%

87 Nuveen Strategy Balanced Allocation Fund;R3
Managers
USD

7.6%

2.7

-1.3%

88 RiverFront Moderate Growth & Income Fund;C USD

7.5%

3.4

-1.7%

89 USAA Target Managed Allocation Fund
Managers
USD

7.4%

2.6

-1.0%

90 Wells Fargo WealthBuilder Modt Bal Fund;C
Managers
USD

7.4%

2.5

-1.3%

91 1290 DoubleLine Dynamic Allocation Fund;I USD

7.2%

3.3

-1.8%

91 Principal SAM Conservative Balanced Portfolio;A
Managers
USD

7.2%

2.8

-1.3%

91 Franklin Balanced Fund;A
Managers
USD

7.2%

3.3

-1.2%

94 MFS Global Total Return Fund;A USD

7.1%

5.0

-4.0%

95 SEI Defensive Strategy Allocation Fund;F
Managers
USD

7.1%

4.5

-2.3%

96 Pioneer Solutions - Balanced Fund;A
Managers
USD

7.0%

3.2

-1.9%

97 SEI Core Market Strategy Fund;F
Managers
USD

7.0%

3.2

-2.0%

97 Russell Investments Moderate Strategy Fund;E
Managers
USD

7.0%

2.5

-1.6%

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

7.0%

2.8

-1.4%

100 Pacific Financial Faith & Val Bsd Moderate;Inv
Managers
USD

6.8%

3.7

-2.0%

101 Cavanal Hill Active Core Fund;Investor
Managers
USD

6.8%

3.2

-1.8%

102 Wells Fargo Moderate Balanced Fund;Adm USD

6.8%

2.5

-1.1%

103 Madison Diversified Income Fund;A
Managers
USD

6.7%

3.8

-2.2%

104 First Investors Total Return Fund;A
Managers
USD

6.7%

3.7

-2.3%

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

6.6%

3.5

-2.1%

106 American Century One Choice Port Conservative;Inv
Managers
USD

6.5%

3.0

-1.7%

106 Hartford Balanced Income Fund;C
Managers
USD

6.5%

3.1

-1.4%

108 USAA Growth & Tax Strategy Fund;Fund
Managers
USD

6.3%

3.9

-2.9%

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

6.3%

3.0

-1.7%

109 State Farm Balanced Fund
Managers
USD

6.3%

3.8

-2.6%

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

6.3%

4.8

-3.4%

112 Touchstone Dynamic Diversified Income Fund;A
Managers
USD

5.9%

2.8

-1.7%

113 American Century Strat Alloc Conservative Fd;Inv
Managers
USD

5.9%

3.0

-1.8%

114 Hennessy Balanced Fund;Investor
Managers
USD

5.9%

4.4

-1.6%

115 Saturna Sextant Core Fund
Managers
USD

5.9%

4.2

-3.1%

116 Manning & Napier Strategic Income Moderate;S
Managers
USD

5.7%

3.1

-1.6%

117 SEI Moderate Strategy Fund;F
Managers
USD

4.6%

2.8

-1.6%

118 Timothy Plan Conservative Growth Fund;A
Managers
USD

4.1%

2.6

-1.4%

119 James Balanced Golden Rainbow Fund;Retail USD

3.2%

3.7

-2.2%

120 Timothy Plan Growth & Income Fund;A USD

1.1%

4.2

-2.8%

121 SMI Conservative Allocation Fund
Managers
USD

-1.1%

5.0

-7.0%

122 IMS Strategic Income Fund;Institutional
Managers
USD

-2.9%

4.6

-4.5%

manager return
Enrique Chang Enrique Chang
funds managed
8.8%
Tim Bray Tim Bray
funds managed
8.2%
Mark Hamilton Mark Hamilton
funds managed
9.6%
Mark Hudoff Mark Hudoff
funds managed
21.8%
Walter Hunnewell Walter Hunnewell
funds managed
8.9%
Richard Weiss Richard Weiss
funds managed
7.4%
Paul Scanlon Paul Scanlon
funds managed
11.1%
Charles Melchreit Charles Melchreit
funds managed
8.9%
Stephen E. Grant Stephen E. Grant
funds managed
17.6%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
8.5%
Scott Wilson Scott Wilson
funds managed
7.4%
Patrick Meegan Patrick Meegan
funds managed
21.8%
Dan Loewy Dan Loewy
funds managed
7.8%
Vadim Zlotnikov Vadim Zlotnikov
funds managed
7.8%
Radu Gabudean Radu Gabudean
funds managed
7.4%
David MacEwen David MacEwen
funds managed
7.4%
Derek B. Bloom Derek B. Bloom
funds managed
7.6%
Hans Erickson Hans Erickson
funds managed
11.4%
Dokyoung Lee Dokyoung Lee
funds managed
9.6%
Alan Muschott Alan Muschott
funds managed
7.2%
John Cunniff John Cunniff
funds managed
11.4%
Todd Jablonski Todd Jablonski
funds managed
7.2%
Jeffrey Knight Jeffrey Knight
funds managed
9.9%
Keith B. Hembre Keith B. Hembre
funds managed
7.6%
Matt L. Peden Matt L. Peden
funds managed
8.2%
Marc Bushallow Marc Bushallow
funds managed
6.8%
Drew Justman Drew Justman
funds managed
6.7%
David L. Albrycht David L. Albrycht
funds managed
9.5%
Darwei Kung Darwei Kung
funds managed
10.2%
Ryan Schneck Ryan Schneck
funds managed
7.0%
Robert A. Lee Robert A. Lee
funds managed
11.0%
Michael P. Maurer Michael P. Maurer
funds managed
6.8%
Christian L. Chan Christian L. Chan
funds managed
7.4%
John H. Brown John H. Brown
funds managed
6.7%
Pankaj Bhatnagar Pankaj Bhatnagar
funds managed
10.2%
James Smigiel James Smigiel
funds managed
7.0%
Zifan Tang Zifan Tang
funds managed
10.7%
Charles M. Shriver Charles M. Shriver
funds managed
12.8%
Christopher A. Fronk Christopher A. Fronk
funds managed
6.3%
Nathan Thooft Nathan Thooft
funds managed
9.0%
John C. Bonnell John C. Bonnell
funds managed
6.3%
Kandarp R. Acharya Kandarp R. Acharya
funds managed
7.4%
Jason Vaillancourt Jason Vaillancourt
funds managed
10.6%
Marcelle Daher Marcelle Daher
funds managed
9.0%
Charlie D. Averill Charlie D. Averill
funds managed
7.2%
Dario Castagna Dario Castagna
funds managed
8.9%
J. Brian Henderson J. Brian Henderson
funds managed
6.8%
Thomas W. Verdel Thomas W. Verdel
funds managed
6.8%
Paul Zemsky Paul Zemsky
funds managed
11.4%
Geoff Stein Geoff Stein
funds managed
10.3%
Aaron Cooper Aaron Cooper
funds managed
11.1%
Ashwin G. Alankar Ashwin G. Alankar
funds managed
8.8%
Dan McNeela Dan McNeela
funds managed
8.9%
R. Keith Harwood R. Keith Harwood
funds managed
5.7%
Michael Schoonover Michael Schoonover
funds managed
8.0%
Michael Stout Michael Stout
funds managed
8.9%
Anwiti Bahuguna Anwiti Bahuguna
funds managed
9.9%
Delmar King Delmar King
funds managed
8.7%
James Fetch James Fetch
funds managed
10.6%
Cindy Starke Cindy Starke
funds managed
17.6%
Scott St. John Scott St. John
funds managed
6.5%
Bob Boyda Bob Boyda
funds managed
9.0%
Robert Kea Robert Kea
funds managed
10.6%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
10.7%
Benjamin Bailey Benjamin Bailey
funds managed
8.7%
Michael J. Magiera Michael J. Magiera
funds managed
5.7%
Fred Martin Fred Martin
funds managed
10.0%
Rob Nicoski Rob Nicoski
funds managed
10.0%
James C. Willis James C. Willis
funds managed
10.7%
Christopher F. Petrosino Christopher F. Petrosino
funds managed
5.7%
Allen E. Choinski Allen E. Choinski
funds managed
9.1%
Liane Rosenberg Liane Rosenberg
funds managed
17.6%
Scott Link Scott Link
funds managed
10.0%
Managers with less than 12 months history are below. View 1 month performance
Douglas S. Foreman Douglas S. Foreman
funds managed
Morgan Harting Morgan Harting
funds managed