;
rank manager return
1 Dwayne Moyers 1. Dwayne Moyers
funds managed
32.9%
1 Daniel Rudnitsky 1. Daniel Rudnitsky
funds managed
32.9%
3 James C. Roumell 3. James C. Roumell
funds managed
31.0%
4 Mark Hudoff 4. Mark Hudoff
funds managed
20.7%
4 Patrick Meegan 4. Patrick Meegan
funds managed
20.7%
6 Stephen E. Grant 6. Stephen E. Grant
funds managed
16.6%
6 Liane Rosenberg 6. Liane Rosenberg
funds managed
16.6%
6 Cindy Starke 6. Cindy Starke
funds managed
16.6%
9 Scott Link 9. Scott Link
funds managed
15.0%
9 Fred Martin 9. Fred Martin
funds managed
15.0%
9 Rob Nicoski 9. Rob Nicoski
funds managed
15.0%
12 Matt Quinlan 12. Matt Quinlan
funds managed
14.2%
13 Clyde McGregor 13. Clyde McGregor
funds managed
13.7%
13 Colin Hudson 13. Colin Hudson
funds managed
13.7%
13 Edward Wojciechowski 13. Edward Wojciechowski
funds managed
13.7%
16 Robert A. Lee 16. Robert A. Lee
funds managed
13.3%
16 Giulio Martin 16. Giulio Martin
funds managed
13.3%
18 Paul Scanlon 18. Paul Scanlon
funds managed
13.0%
18 Aaron Cooper 18. Aaron Cooper
funds managed
13.0%
20 Zifan Tang 20. Zifan Tang
funds managed
12.3%
21 Edward Perks 21. Edward Perks
funds managed
12.2%
21 Charles M. Shriver 21. Charles M. Shriver
funds managed
12.2%
23 Marc Pinto 23. Marc Pinto
funds managed
12.1%
23 Mayur Saigal 23. Mayur Saigal
funds managed
12.1%
23 Jeremiah Buckley 23. Jeremiah Buckley
funds managed
12.1%
26 Craig M. Stapleton-Corcoran 26. Craig M. Stapleton-Corcoran
funds managed
11.9%
26 David M. Kuplic 26. David M. Kuplic
funds managed
11.9%
28 Robert Schoen 28. Robert Schoen
funds managed
11.8%
28 Jason Vaillancourt 28. Jason Vaillancourt
funds managed
11.8%
28 James Fetch 28. James Fetch
funds managed
11.8%
28 Robert Kea 28. Robert Kea
funds managed
11.8%
32 Darrell Watters 32. Darrell Watters
funds managed
11.8%
33 Ted Thome 33. Ted Thome
funds managed
11.5%
34 John Cunniff 34. John Cunniff
funds managed
11.4%
34 Hans Erickson 34. Hans Erickson
funds managed
11.4%
36 Douglas A. Loeffler 36. Douglas A. Loeffler
funds managed
11.2%
37 Michael Moore 37. Michael Moore
funds managed
11.2%
37 Gabriel Wisdom 37. Gabriel Wisdom
funds managed
11.2%
37 Glenn Busch 37. Glenn Busch
funds managed
11.2%
40 William Fallon 40. William Fallon
funds managed
11.1%
40 James Park 40. James Park
funds managed
11.1%
40 Nicholas Chan 40. Nicholas Chan
funds managed
11.1%
40 Edward J Tostanoski 40. Edward J Tostanoski
funds managed
11.1%
44 Walter Hunnewell 44. Walter Hunnewell
funds managed
11.0%
44 Charles Melchreit 44. Charles Melchreit
funds managed
11.0%
44 Brad Komenda 44. Brad Komenda
funds managed
11.0%
47 Nicholas D'Eramo 47. Nicholas D'Eramo
funds managed
10.9%
47 Ove Fladberg 47. Ove Fladberg
funds managed
10.9%
47 Michael Loeffler 47. Michael Loeffler
funds managed
10.9%
50 Poul Kristensen 50. Poul Kristensen
funds managed
10.9%
50 Jae S. Yoon 50. Jae S. Yoon
funds managed
10.9%
50 Jonathan B. Swaney 50. Jonathan B. Swaney
funds managed
10.9%
50 Amit Soni 50. Amit Soni
funds managed
10.9%
54 Geoff Stein 54. Geoff Stein
funds managed
10.8%
55 Darwei Kung 55. Darwei Kung
funds managed
10.7%
55 Pankaj Bhatnagar 55. Pankaj Bhatnagar
funds managed
10.7%
57 Bradford S. Stone 57. Bradford S. Stone
funds managed
10.6%
57 R. Eric Chadwick 57. R. Eric Chadwick
funds managed
10.6%
59 Mark Hamilton 59. Mark Hamilton
funds managed
10.5%
59 Dokyoung Lee 59. Dokyoung Lee
funds managed
10.5%
61 Tony Coffey 61. Tony Coffey
funds managed
10.5%
61 James Macey 61. James Macey
funds managed
10.5%
63 Daniel Neiman 63. Daniel Neiman
funds managed
10.5%
63 Harvey Neiman 63. Harvey Neiman
funds managed
10.5%
65 Alan Muschott 65. Alan Muschott
funds managed
10.2%
65 Sharon Hill 65. Sharon Hill
funds managed
10.2%
65 Shawn Lyons 65. Shawn Lyons
funds managed
10.2%
68 Duy Nguyen 68. Duy Nguyen
funds managed
10.1%
68 Jacob Borbidge 68. Jacob Borbidge
funds managed
10.1%
70 Vernon J. Meyer 70. Vernon J. Meyer
funds managed
10.0%
70 Allison Mortensen 70. Allison Mortensen
funds managed
10.0%
70 John P. Toohey 70. John P. Toohey
funds managed
10.0%
70 Wasif A. Latif 70. Wasif A. Latif
funds managed
10.0%
74 Ellen Tesler 74. Ellen Tesler
funds managed
9.9%
74 Thomas Picciochi 74. Thomas Picciochi
funds managed
9.9%
76 Michael Schoonover 76. Michael Schoonover
funds managed
9.9%
76 David Miller 76. David Miller
funds managed
9.9%
78 Paul Zemsky 78. Paul Zemsky
funds managed
9.8%
79 Nathan Thooft 79. Nathan Thooft
funds managed
9.8%
79 Marcelle Daher 79. Marcelle Daher
funds managed
9.8%
79 Bob Boyda 79. Bob Boyda
funds managed
9.8%
82 Philip Blancato 82. Philip Blancato
funds managed
9.8%
83 Troy C. Patton 83. Troy C. Patton
funds managed
9.8%
83 Steven C. Demas 83. Steven C. Demas
funds managed
9.8%
83 John W. Rosebrough 83. John W. Rosebrough
funds managed
9.8%
86 Keith Stransky 86. Keith Stransky
funds managed
9.7%
87 Carleton J. Muench 87. Carleton J. Muench
funds managed
9.6%
87 Max Gokhman 87. Max Gokhman
funds managed
9.6%
87 Samuel S. Park 87. Samuel S. Park
funds managed
9.6%
87 Howard T. Hirakawa 87. Howard T. Hirakawa
funds managed
9.6%
91 Rob Balkema 91. Rob Balkema
funds managed
9.6%
91 Brian Meath 91. Brian Meath
funds managed
9.6%
93 Frederick A. Brimberg 93. Frederick A. Brimberg
funds managed
9.6%
93 David L. Albrycht 93. David L. Albrycht
funds managed
9.6%
95 James C. Willis 95. James C. Willis
funds managed
9.6%
95 Jeffrey J. Schappe 95. Jeffrey J. Schappe
funds managed
9.6%
95 Kevin J. Stoll 95. Kevin J. Stoll
funds managed
9.6%
98 Patrick Ryan 98. Patrick Ryan
funds managed
9.5%
98 David Hottmann 98. David Hottmann
funds managed
9.5%
100 Christopher A. Staples 100. Christopher A. Staples
funds managed
9.5%
100 Kane Cotton 100. Kane Cotton
funds managed
9.5%
102 Ryan Schneck 102. Ryan Schneck
funds managed
9.4%
102 James Smigiel 102. James Smigiel
funds managed
9.4%
104 Michael Stout 104. Michael Stout
funds managed
9.4%
104 Dan McNeela 104. Dan McNeela
funds managed
9.4%
104 Dario Castagna 104. Dario Castagna
funds managed
9.4%
107 Joshua A. Savadove 107. Joshua A. Savadove
funds managed
9.4%
107 Allen E. Choinski 107. Allen E. Choinski
funds managed
9.4%
107 Mark Stevenson 107. Mark Stevenson
funds managed
9.4%
110 Frederick Schulitz 110. Frederick Schulitz
funds managed
9.3%
110 Benjamin Bailey 110. Benjamin Bailey
funds managed
9.3%
110 Bruce Picard Jr. 110. Bruce Picard Jr.
funds managed
9.3%
110 Delmar King 110. Delmar King
funds managed
9.3%
114 Edwin D. Miska 114. Edwin D. Miska
funds managed
9.3%
114 Clark D. Wagner 114. Clark D. Wagner
funds managed
9.3%
116 Thomas Nelson 116. Thomas Nelson
funds managed
9.2%
117 Joseph Flaherty, Jr 117. Joseph Flaherty, Jr
funds managed
9.1%
118 Jon D. Adams 118. Jon D. Adams
funds managed
9.1%
118 Lowell Yura 118. Lowell Yura
funds managed
9.1%
120 Lisa Rogers 120. Lisa Rogers
funds managed
8.9%
120 Paul Eckley 120. Paul Eckley
funds managed
8.9%
120 John Malito 120. John Malito
funds managed
8.9%
123 Thomas J. Sudyka 123. Thomas J. Sudyka
funds managed
8.8%
123 Bruce H. Van Kooten 123. Bruce H. Van Kooten
funds managed
8.8%
125 Arnold J. Espe 125. Arnold J. Espe
funds managed
8.8%
125 Lance Humphrey 125. Lance Humphrey
funds managed
8.8%
127 John H. Brown 127. John H. Brown
funds managed
8.7%
127 Drew Justman 127. Drew Justman
funds managed
8.7%
127 Paul Lefurgey 127. Paul Lefurgey
funds managed
8.7%
127 Chris Nisbet 127. Chris Nisbet
funds managed
8.7%
131 Michael J. Magiera 131. Michael J. Magiera
funds managed
8.7%
131 R. Keith Harwood 131. R. Keith Harwood
funds managed
8.7%
131 Christopher F. Petrosino 131. Christopher F. Petrosino
funds managed
8.7%
134 Jennifer L. Enstad 134. Jennifer L. Enstad
funds managed
8.6%
134 Keith D. Swanson 134. Keith D. Swanson
funds managed
8.6%
134 James C. McClendon 134. James C. McClendon
funds managed
8.6%
137 Christopher J. Kelleher 137. Christopher J. Kelleher
funds managed
8.6%
137 Martin C. Schulz 137. Martin C. Schulz
funds managed
8.6%
137 Jason Weber 137. Jason Weber
funds managed
8.6%
137 Mark McGlone 137. Mark McGlone
funds managed
8.6%
137 Michael W. Coleman 137. Michael W. Coleman
funds managed
8.6%
142 Alan Gayle 142. Alan Gayle
funds managed
8.6%
143 Ian Link 143. Ian Link
funds managed
8.4%
143 Karen H. Grimes 143. Karen H. Grimes
funds managed
8.4%
143 W. Michael Reckmeyer III 143. W. Michael Reckmeyer III
funds managed
8.4%
143 Scott St. John 143. Scott St. John
funds managed
8.4%
147 Tim Bray 147. Tim Bray
funds managed
8.3%
147 Matthew Stephani 147. Matthew Stephani
funds managed
8.3%
147 J. Brian Henderson 147. J. Brian Henderson
funds managed
8.3%
147 Matt L. Peden 147. Matt L. Peden
funds managed
8.3%
147 Michael P. Maurer 147. Michael P. Maurer
funds managed
8.3%
147 Thomas W. Verdel 147. Thomas W. Verdel
funds managed
8.3%
147 Paul Dlugosch 147. Paul Dlugosch
funds managed
8.3%
147 Robert J. Benson 147. Robert J. Benson
funds managed
8.3%
147 Michael Gates 147. Michael Gates
funds managed
8.3%
147 Vishal Karir 147. Vishal Karir
funds managed
8.3%
147 John Kornitzer 147. John Kornitzer
funds managed
8.3%
158 Todd Jablonski 158. Todd Jablonski
funds managed
8.2%
158 Charlie D. Averill 158. Charlie D. Averill
funds managed
8.2%
160 Marc Bushallow 160. Marc Bushallow
funds managed
8.0%
161 Stephen Lingard 161. Stephen Lingard
funds managed
7.8%
161 Brooks Ritchey 161. Brooks Ritchey
funds managed
7.8%
161 John Levy 161. John Levy
funds managed
7.8%
164 Rayman Bovell 164. Rayman Bovell
funds managed
7.8%
165 Enrique Chang 165. Enrique Chang
funds managed
7.6%
165 Ebrahim Busheri 165. Ebrahim Busheri
funds managed
7.6%
165 Ashwin G. Alankar 165. Ashwin G. Alankar
funds managed
7.6%
165 Christian A. Andreach 165. Christian A. Andreach
funds managed
7.6%
165 Marc Tommasi 165. Marc Tommasi
funds managed
7.6%
170 Nathan Palmer 170. Nathan Palmer
funds managed
7.6%
170 Anthony Wicklund 170. Anthony Wicklund
funds managed
7.6%
172 Jacob C. Weaver 172. Jacob C. Weaver
funds managed
7.5%
172 Christopher A. Fronk 172. Christopher A. Fronk
funds managed
7.5%
172 John C. Bonnell 172. John C. Bonnell
funds managed
7.5%
172 Dale R Hoffman 172. Dale R Hoffman
funds managed
7.5%
176 Chris Nikolich 176. Chris Nikolich
funds managed
7.5%
176 Dan Loewy 176. Dan Loewy
funds managed
7.5%
176 Vadim Zlotnikov 176. Vadim Zlotnikov
funds managed
7.5%
179 Salvatore Buono 179. Salvatore Buono
funds managed
7.5%
179 John O'Toole 179. John O'Toole
funds managed
7.5%
179 Paul Weber 179. Paul Weber
funds managed
7.5%
182 Keith B. Hembre 182. Keith B. Hembre
funds managed
7.4%
182 Derek B. Bloom 182. Derek B. Bloom
funds managed
7.4%
184 Kandarp R. Acharya 184. Kandarp R. Acharya
funds managed
7.2%
184 Christian L. Chan 184. Christian L. Chan
funds managed
7.2%
186 Neil J. Hennessy 186. Neil J. Hennessy
funds managed
7.0%
186 Brian Peery 186. Brian Peery
funds managed
7.0%
188 Bradley P. Hinton 188. Bradley P. Hinton
funds managed
6.5%
189 Arthur D. Ally 189. Arthur D. Ally
funds managed
5.1%
190 Anthony Ayers 190. Anthony Ayers
funds managed
3.0%
190 Eric Collier 190. Eric Collier
funds managed
3.0%
190 Mark Biller 190. Mark Biller
funds managed
3.0%
193 Carl W. Marker 193. Carl W. Marker
funds managed
-3.1%
Managers with less than 12 months history are below. View 1 month performance
Petros Bocray Petros Bocray
funds managed
Todd Brighton Todd Brighton
funds managed
Douglas S. Foreman Douglas S. Foreman
funds managed
Bryan Hoffman Bryan Hoffman
funds managed
Richard Hsu Richard Hsu
funds managed
Pete Klingelhofer Pete Klingelhofer
funds managed
Phelps McIlvaine Phelps McIlvaine
funds managed
Chris Paul Chris Paul
funds managed
Adam Petryk Adam Petryk
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Catalyst/SMH Total Return Income Fund;A
Managers
USD

32.9%

7.1

-0.6%

2 Roumell Opportunistic Value Fund;Institutional
Managers
USD

31.0%

6.9

-2.1%

3 Hotchkis & Wiley Capital Income Fund;I
Managers
USD

20.7%

7.1

-1.3%

4 Value Line Income & Growth Fund;Investor
Managers
USD

16.6%

7.7

-3.0%

5 Disciplined Growth Investors Fund;I
Managers
USD

15.0%

6.6

-2.4%

6 Franklin Income Fund;A
Managers
USD

14.2%

4.0

-0.5%

7 Oakmark Equity and Income Fund;Investor
Managers
USD

13.7%

6.2

-1.7%

8 Templeton Global Balanced Fund;A1 USD

13.4%

5.2

-2.4%

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

13.3%

3.6

-0.7%

10 George Putnam Balanced Fund;A
Managers
USD

13.0%

3.9

-1.2%

11 Fidelity Advisor Balanced Fund;M USD

12.5%

4.7

-1.8%

12 SEI Defensive Strategy Allocation Fund;F
Managers
USD

12.3%

5.4

-2.3%

13 Schwab Balanced Fund
Managers
USD

12.3%

4.5

-1.8%

14 T Rowe Price Personal Strategy Balanced Fund
Managers
USD

12.2%

4.0

-1.2%

15 Janus Balanced Fund;T
Managers
USD

12.1%

5.2

-1.8%

16 MassMutual Premier Balanced Fund;R5 USD

12.1%

4.3

-1.6%

17 American Funds Growth & Income Portfolio;A USD

11.9%

4.6

-2.1%

18 Advantus Dynamic Managed Volatility Fund;A
Managers
USD

11.9%

4.4

-1.8%

19 Putnam Dynamic Asset Allocation Balanced Fund;A
Managers
USD

11.8%

4.5

-1.6%

20 Fidelity Asset Manager 60%
Managers
USD

11.7%

3.9

-1.5%

21 John Hancock Multimanager Lifestyle Bal Port;1
Managers
USD

11.5%

3.7

-1.3%

22 TIAA-CREF Managed Allocation Fund;Retail
Managers
USD

11.5%

4.0

-1.5%

23 Perkins Value Plus Income Fund;D
Managers
USD

11.5%

4.4

-1.2%

24 TIAA-CREF Lifestyle Moderate Fund;Rtl
Managers
USD

11.4%

4.1

-1.6%

25 AIG Active Allocation Fund;A
Managers
USD

11.2%

4.0

-1.7%

26 USAA Target Managed Allocation Fund
Managers
USD

11.2%

3.8

-1.0%

27 Fallen Angels Income Fund
Managers
USD

11.2%

5.3

-2.2%

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

11.1%

4.0

-1.3%

29 Great-West Moderate Profile II Fund;Investor USD

11.1%

3.6

-1.4%

29 Russell Investments Balanced Strategy Fund;E
Managers
USD

11.1%

2.8

-0.7%

31 Great-West SecureFoundation Balanced ETF Fund;A USD

11.1%

4.0

-1.9%

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

11.1%

3.8

-1.7%

33 Thrivent Moderate Allocation Fund;A USD

11.1%

3.6

-1.3%

34 DFA Global Allocation 60/40 Portfolio;Inst USD

11.0%

3.8

-1.4%

35 Pioneer Classic Balanced Fund;A
Managers
USD

11.0%

3.9

-1.6%

36 Great-West Moderate Profile I Fund;Initial USD

11.0%

3.6

-1.5%

37 MainStay Moderate Allocation Fund;A
Managers
USD

10.9%

4.1

-1.3%

38 Pacific Funds Portfolio Optimization Moderate;A
Managers
USD

10.9%

3.4

-1.2%

39 American Century Balanced Fund;Investor USD

10.8%

4.1

-1.6%

40 American Century Strat Alloc Moderate Fund;Inv USD

10.7%

4.2

-1.8%

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

10.7%

3.6

-1.1%

42 American Funds Income Fund of America;A USD

10.6%

3.9

-1.5%

43 Destra Flaherty & Crumrine Preferred & Income Fd;I
Managers
USD

10.6%

5.9

-4.0%

44 Oppenheimer Moderate Investor Fund;A
Managers
USD

10.5%

4.4

-1.9%

45 Franklin Moderate Allocation Fund;A
Managers
USD

10.5%

3.7

-1.3%

46 Virtus Tactical Allocation Fund;A
Managers
USD

10.5%

5.7

-3.0%

47 Neiman Balanced Allocation Fund;A
Managers
USD

10.5%

3.3

-1.3%

48 JPMorgan Investor Balanced Fund;A
Managers
USD

10.3%

3.3

-1.1%

49 SEI Market Growth Strategy Fund;F
Managers
USD

10.2%

3.7

-1.8%

50 Delaware Foundation Moderate Allocation Fund;A
Managers
USD

10.2%

3.6

-1.3%

50 Franklin Balanced Fund;A
Managers
USD

10.2%

4.0

-1.2%

52 Invesco Moderate Allocation Fund;A
Managers
USD

10.1%

3.2

-1.2%

53 Hartford Moderate Allocation Fund;A
Managers
USD

10.0%

4.3

-2.2%

53 Fidelity Asset Manager 50%
Managers
USD

10.0%

3.4

-1.4%

55 1290 DoubleLine Dynamic Allocation Fund;I USD

9.9%

3.6

-1.8%

56 QS Conservative Growth Fund;A
Managers
USD

9.9%

3.8

-1.8%

57 Rational Strategic Allocation Fund;A
Managers
USD

9.9%

3.6

-1.6%

58 Voya Global Multi-Asset Fund;I
Managers
USD

9.8%

4.2

-2.0%

59 Ladenburg Growth & Income Fund;A
Managers
USD

9.8%

4.4

-1.7%

60 Columbia Capital Allocation Moderate Portfolio;A USD

9.8%

3.7

-1.6%

61 Archer Balanced Fund
Managers
USD

9.8%

4.4

-1.9%

62 Dreyfus Moderate Allocation Fund
Managers
USD

9.7%

3.8

-1.6%

63 AB All Market Total Return Portfolio;A
Managers
USD

9.7%

3.7

-1.7%

64 Transamerica Inst Asset Alloc - Intm Horizon
Managers
USD

9.7%

3.3

-1.0%

65 Sterling Capital Strategic Alloc Balanced Fd;Inst
Managers
USD

9.6%

4.2

-1.4%

66 Madison Moderate Allocation Fund;A
Managers
USD

9.5%

3.5

-1.6%

67 Goldman Sachs Income Builder Fund;A USD

9.5%

3.2

-0.5%

68 Transamerica Asset Allocation - Moderate Port;A
Managers
USD

9.4%

3.4

-1.4%

69 Wilmington Strategic Allocation Moderate Fund;A
Managers
USD

9.4%

4.1

-2.0%

70 MassMutual RetireSMART Moderate Fund;A
Managers
USD

9.3%

3.6

-1.6%

70 Praxis Genesis Balanced Portfolio;A
Managers
USD

9.3%

3.6

-1.7%

72 USAA Cornerstone Moderately Aggressive Fund USD

9.3%

3.9

-2.0%

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

9.3%

3.7

-1.6%

74 First Investors Total Return Fund;A
Managers
USD

9.3%

4.5

-2.3%

75 Transamerica Asset Allocation - Intm Horizon
Managers
USD

9.3%

3.4

-1.1%

76 MFS Total Return Fund;A USD

9.2%

3.5

-1.5%

77 MFS Moderate Allocation Fund;A
Managers
USD

9.1%

4.0

-2.1%

78 American Funds Income Portfolio;A USD

9.1%

3.5

-1.4%

78 Thrivent Balanced Income Plus Fund;A USD

9.1%

3.6

-1.5%

80 Great-West Moderately Consv Profile II Fund;Inv USD

9.1%

2.8

-1.1%

81 BMO Moderate Allocation Fund;R-6
Managers
USD

9.1%

3.1

-1.1%

82 State Farm Balanced Fund
Managers
USD

8.9%

4.2

-2.6%

83 Great-West Moderately Consv Profile I Fund;Init USD

8.9%

2.8

-1.0%

84 Hennessy Equity and Income Fund;Institutional USD

8.9%

5.3

-3.3%

85 LK Balanced Fund;Institutional
Managers
USD

8.8%

3.9

-1.1%

86 USAA Cornerstone Moderate Fund
Managers
USD

8.8%

3.8

-2.2%

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

8.7%

6.0

-3.8%

87 John Hancock Multimanager Lifestyle Mod Port;1
Managers
USD

8.7%

3.0

-1.3%

89 Madison Diversified Income Fund;A
Managers
USD

8.7%

4.2

-2.2%

90 Manning & Napier Strategic Income Moderate;S
Managers
USD

8.7%

3.7

-1.6%

90 TETON Westwood Balanced Fund;AAA USD

8.7%

4.3

-2.4%

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

8.6%

4.0

-2.0%

93 PNC Balanced Allocation Fund;I
Managers
USD

8.6%

3.7

-1.8%

93 Virtus Strategic Allocation Fund;A
Managers
USD

8.6%

5.6

-3.5%

95 RidgeWorth Moderate Allocation Strategy Fund;I
Managers
USD

8.6%

3.8

-1.9%

96 SEI Core Market Strategy Fund;F
Managers
USD

8.5%

3.5

-2.0%

97 Hartford Balanced Income Fund;C
Managers
USD

8.4%

3.6

-1.4%

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

8.4%

2.8

-1.0%

99 Cavanal Hill Active Core Fund;Investor
Managers
USD

8.3%

3.6

-1.8%

99 Buffalo Flexible Income Fund
Managers
USD

8.3%

5.6

-2.0%

99 GuideStone Balanced Allocation Fund;Inv
Managers
USD

8.3%

3.3

-1.6%

102 RiverFront Moderate Growth & Income Fund;C USD

8.2%

3.5

-1.7%

103 Principal SAM Conservative Balanced Portfolio;A
Managers
USD

8.2%

3.0

-1.3%

104 Russell Investments Moderate Strategy Fund;E
Managers
USD

8.1%

2.8

-1.6%

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

8.0%

3.3

-1.7%

106 Franklin NextStep Moderate Fund;A
Managers
USD

7.8%

3.0

-1.4%

107 HSBC World Selection Moderate Strategy Fund;B
Managers
USD

7.8%

3.8

-2.1%

108 American Funds Tax-Advantaged Income Portfolio;A USD

7.8%

3.3

-2.1%

109 Janus Global Allocation Fund - Moderate;D
Managers
USD

7.6%

4.5

-2.4%

110 Touchstone Dynamic Diversified Income Fund;A
Managers
USD

7.6%

3.3

-1.7%

111 American Century One Choice Port Conservative;Inv USD

7.5%

3.4

-1.7%

112 Ivy Apollo Multi-Asset Income Fund;I USD

7.5%

3.4

-1.7%

113 USAA Growth & Tax Strategy Fund;Fund
Managers
USD

7.5%

3.9

-2.9%

114 Wells Fargo Moderate Balanced Fund;Adm USD

7.5%

3.0

-1.1%

115 Pioneer Solutions - Balanced Fund;A
Managers
USD

7.5%

4.1

-1.9%

116 Nuveen Strategy Balanced Allocation Fund;R3
Managers
USD

7.4%

3.1

-1.3%

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

7.2%

3.0

-1.4%

118 Wells Fargo WealthBuilder Modt Bal Fund;C
Managers
USD

7.2%

2.9

-1.3%

119 Saturna Sextant Core Fund
Managers
USD

7.2%

4.6

-3.1%

120 American Century Strat Alloc Conservative Fd;Inv USD

7.0%

3.5

-1.8%

121 Hennessy Balanced Fund;Investor
Managers
USD

7.0%

4.3

-1.6%

122 SEI Moderate Strategy Fund;F
Managers
USD

6.7%

3.1

-1.6%

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

6.5%

5.0

-3.4%

124 Weitz Balanced Fund
Managers
USD

6.5%

3.4

-1.9%

125 MFS Global Total Return Fund;A USD

5.9%

4.8

-4.0%

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

5.3%

3.2

-2.1%

127 Timothy Plan Conservative Growth Fund;A
Managers
USD

5.1%

2.9

-1.4%

128 James Balanced Golden Rainbow Fund;Retail USD

4.9%

3.7

-2.2%

129 Timothy Plan Growth & Income Fund;A USD

4.8%

4.2

-2.8%

130 SMI Conservative Allocation Fund
Managers
USD

3.0%

7.4

-7.0%

131 IMS Strategic Income Fund;Institutional
Managers
USD

-3.1%

4.3

-4.9%

manager return
Enrique Chang Enrique Chang
funds managed
7.6%
Mark Hamilton Mark Hamilton
funds managed
10.5%
Walter Hunnewell Walter Hunnewell
funds managed
11.0%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
9.1%
Paul Scanlon Paul Scanlon
funds managed
13.0%
Stephen E. Grant Stephen E. Grant
funds managed
16.6%
Charles Melchreit Charles Melchreit
funds managed
11.0%
Chris Nikolich Chris Nikolich
funds managed
7.5%
Dokyoung Lee Dokyoung Lee
funds managed
10.5%
Todd Jablonski Todd Jablonski
funds managed
8.2%
Keith B. Hembre Keith B. Hembre
funds managed
7.4%
John Cunniff John Cunniff
funds managed
11.4%
Patrick Meegan Patrick Meegan
funds managed
20.7%
Dan Loewy Dan Loewy
funds managed
7.5%
Hans Erickson Hans Erickson
funds managed
11.4%
Derek B. Bloom Derek B. Bloom
funds managed
7.4%
Vadim Zlotnikov Vadim Zlotnikov
funds managed
7.5%
Alan Muschott Alan Muschott
funds managed
10.2%
Matthew Stephani Matthew Stephani
funds managed
8.3%
J. Brian Henderson J. Brian Henderson
funds managed
8.3%
Geoff Stein Geoff Stein
funds managed
10.8%
Frederick A. Brimberg Frederick A. Brimberg
funds managed
9.6%
Darwei Kung Darwei Kung
funds managed
10.7%
John P. Toohey John P. Toohey
funds managed
10.0%
Kandarp R. Acharya Kandarp R. Acharya
funds managed
7.2%
Christian L. Chan Christian L. Chan
funds managed
7.2%
Charlie D. Averill Charlie D. Averill
funds managed
8.2%
William Fallon William Fallon
funds managed
11.1%
Michael Stout Michael Stout
funds managed
9.4%
Dan McNeela Dan McNeela
funds managed
9.4%
Marc Bushallow Marc Bushallow
funds managed
8.0%
David L. Albrycht David L. Albrycht
funds managed
9.6%
Robert A. Lee Robert A. Lee
funds managed
13.3%
Jason Vaillancourt Jason Vaillancourt
funds managed
11.8%
Pankaj Bhatnagar Pankaj Bhatnagar
funds managed
10.7%
Ryan Schneck Ryan Schneck
funds managed
9.4%
James Smigiel James Smigiel
funds managed
9.4%
Charles M. Shriver Charles M. Shriver
funds managed
12.2%
Arnold J. Espe Arnold J. Espe
funds managed
8.8%
Wasif A. Latif Wasif A. Latif
funds managed
10.0%
Zifan Tang Zifan Tang
funds managed
12.3%
James Park James Park
funds managed
11.1%
Keith Stransky Keith Stransky
funds managed
9.7%
Paul Zemsky Paul Zemsky
funds managed
9.8%
Michael P. Maurer Michael P. Maurer
funds managed
8.3%
Thomas W. Verdel Thomas W. Verdel
funds managed
8.3%
Paul Dlugosch Paul Dlugosch
funds managed
8.3%
James C. Willis James C. Willis
funds managed
9.6%
Benjamin Bailey Benjamin Bailey
funds managed
9.3%
Michael J. Magiera Michael J. Magiera
funds managed
8.7%
Liane Rosenberg Liane Rosenberg
funds managed
16.6%
Scott St. John Scott St. John
funds managed
8.4%
Joshua A. Savadove Joshua A. Savadove
funds managed
9.4%
James Fetch James Fetch
funds managed
11.8%
John C. Bonnell John C. Bonnell
funds managed
7.5%
Alan Gayle Alan Gayle
funds managed
8.6%
Robert Kea Robert Kea
funds managed
11.8%
Bradford S. Stone Bradford S. Stone
funds managed
10.6%
Delmar King Delmar King
funds managed
9.3%
R. Keith Harwood R. Keith Harwood
funds managed
8.7%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
9.6%
Allen E. Choinski Allen E. Choinski
funds managed
9.4%
Mark Stevenson Mark Stevenson
funds managed
9.4%
Christopher F. Petrosino Christopher F. Petrosino
funds managed
8.7%
Scott Link Scott Link
funds managed
15.0%
R. Eric Chadwick R. Eric Chadwick
funds managed
10.6%
Fred Martin Fred Martin
funds managed
15.0%
Rob Nicoski Rob Nicoski
funds managed
15.0%