rank manager return
1 Daniel Rudnitsky 1. Daniel Rudnitsky
funds managed
20.5%
1 Dwayne Moyers 1. Dwayne Moyers
funds managed
20.5%
3 James C. Roumell 3. James C. Roumell
funds managed
20.0%
4 Cindy Starke 4. Cindy Starke
funds managed
18.8%
4 Liane Rosenberg 4. Liane Rosenberg
funds managed
18.8%
6 Mark Hudoff 6. Mark Hudoff
funds managed
17.5%
6 Patrick Meegan 6. Patrick Meegan
funds managed
17.5%
6 Noah Mayer 6. Noah Mayer
funds managed
17.5%
9 Marc Pinto 9. Marc Pinto
funds managed
15.6%
9 Mayur Saigal 9. Mayur Saigal
funds managed
15.6%
9 Jeremiah Buckley 9. Jeremiah Buckley
funds managed
15.6%
12 Clyde McGregor 12. Clyde McGregor
funds managed
15.3%
12 Colin Hudson 12. Colin Hudson
funds managed
15.3%
12 Edward Wojciechowski 12. Edward Wojciechowski
funds managed
15.3%
15 Craig M. Stapleton-Corcoran 15. Craig M. Stapleton-Corcoran
funds managed
14.0%
15 David M. Kuplic 15. David M. Kuplic
funds managed
14.0%
17 Charles M. Shriver 17. Charles M. Shriver
funds managed
13.4%
18 Edward J Tostanoski 18. Edward J Tostanoski
funds managed
12.7%
19 Robert Schoen 19. Robert Schoen
funds managed
12.7%
19 Robert Kea 19. Robert Kea
funds managed
12.7%
19 Jason Vaillancourt 19. Jason Vaillancourt
funds managed
12.7%
19 James Fetch 19. James Fetch
funds managed
12.7%
23 Darrell Watters 23. Darrell Watters
funds managed
12.6%
24 Paul Scanlon 24. Paul Scanlon
funds managed
12.6%
24 Aaron Cooper 24. Aaron Cooper
funds managed
12.6%
26 Hans Erickson 26. Hans Erickson
funds managed
12.6%
26 John Cunniff 26. John Cunniff
funds managed
12.6%
28 Paul Zemsky 28. Paul Zemsky
funds managed
12.0%
29 Paul Dlugosch 29. Paul Dlugosch
funds managed
12.0%
29 Zifan Tang 29. Zifan Tang
funds managed
12.0%
29 John Kornitzer 29. John Kornitzer
funds managed
12.0%
32 Walter Hunnewell 32. Walter Hunnewell
funds managed
11.9%
32 Charles Melchreit 32. Charles Melchreit
funds managed
11.9%
32 Brad Komenda 32. Brad Komenda
funds managed
11.9%
35 Jonathan B. Swaney 35. Jonathan B. Swaney
funds managed
11.9%
35 Poul Kristensen 35. Poul Kristensen
funds managed
11.9%
35 Jae S. Yoon 35. Jae S. Yoon
funds managed
11.9%
35 Amit Soni 35. Amit Soni
funds managed
11.9%
39 Tony Coffey 39. Tony Coffey
funds managed
11.9%
39 James Macey 39. James Macey
funds managed
11.9%
39 Matt Quinlan 39. Matt Quinlan
funds managed
11.9%
42 Jeffrey J. Schappe 42. Jeffrey J. Schappe
funds managed
11.8%
42 James C. Willis 42. James C. Willis
funds managed
11.8%
42 Kevin J. Stoll 42. Kevin J. Stoll
funds managed
11.8%
45 Bruce H. Van Kooten 45. Bruce H. Van Kooten
funds managed
11.7%
45 Thomas J. Sudyka 45. Thomas J. Sudyka
funds managed
11.7%
47 Troy C. Patton 47. Troy C. Patton
funds managed
11.4%
47 John W. Rosebrough 47. John W. Rosebrough
funds managed
11.4%
47 Steven C. Demas 47. Steven C. Demas
funds managed
11.4%
50 Darwei Kung 50. Darwei Kung
funds managed
11.4%
50 Pankaj Bhatnagar 50. Pankaj Bhatnagar
funds managed
11.4%
52 Douglas S. Foreman 52. Douglas S. Foreman
funds managed
11.3%
52 Frederick A. Brimberg 52. Frederick A. Brimberg
funds managed
11.3%
52 David L. Albrycht 52. David L. Albrycht
funds managed
11.3%
55 Geoff Stein 55. Geoff Stein
funds managed
11.0%
56 Jeffrey Knight 56. Jeffrey Knight
funds managed
10.9%
56 Anwiti Bahuguna 56. Anwiti Bahuguna
funds managed
10.9%
58 Vernon J. Meyer 58. Vernon J. Meyer
funds managed
10.8%
58 Allison Mortensen 58. Allison Mortensen
funds managed
10.8%
60 Allen E. Choinski 60. Allen E. Choinski
funds managed
10.8%
61 Jason Weber 61. Jason Weber
funds managed
10.7%
61 Michael W. Coleman 61. Michael W. Coleman
funds managed
10.7%
61 Mark McGlone 61. Mark McGlone
funds managed
10.7%
61 Martin C. Schulz 61. Martin C. Schulz
funds managed
10.7%
65 Duy Nguyen 65. Duy Nguyen
funds managed
10.7%
65 Patrick Ryan 65. Patrick Ryan
funds managed
10.7%
65 Jacob Borbidge 65. Jacob Borbidge
funds managed
10.7%
65 David Hottmann 65. David Hottmann
funds managed
10.7%
69 Thomas Nelson 69. Thomas Nelson
funds managed
10.7%
69 Darren M Bagwell 69. Darren M Bagwell
funds managed
10.7%
69 Mark L Simenstad 69. Mark L Simenstad
funds managed
10.7%
69 David C Francis 69. David C Francis
funds managed
10.7%
69 Stephen D Lowe 69. Stephen D Lowe
funds managed
10.7%
69 Philip Blancato 69. Philip Blancato
funds managed
10.7%
75 Edward Perks 75. Edward Perks
funds managed
10.7%
76 Sharon Hill 76. Sharon Hill
funds managed
10.7%
77 Robert A. Lee 77. Robert A. Lee
funds managed
10.6%
77 Giulio Martin 77. Giulio Martin
funds managed
10.6%
79 Mark Hamilton 79. Mark Hamilton
funds managed
10.5%
79 Dokyoung Lee 79. Dokyoung Lee
funds managed
10.5%
81 Enrique Chang 81. Enrique Chang
funds managed
10.4%
81 Ashwin G. Alankar 81. Ashwin G. Alankar
funds managed
10.4%
83 Daniel Neiman 83. Daniel Neiman
funds managed
10.4%
83 Harvey Neiman 83. Harvey Neiman
funds managed
10.4%
85 Frederick Schulitz 85. Frederick Schulitz
funds managed
10.2%
85 Bruce Picard Jr. 85. Bruce Picard Jr.
funds managed
10.2%
87 Benjamin Bailey 87. Benjamin Bailey
funds managed
10.1%
87 Delmar King 87. Delmar King
funds managed
10.1%
89 Samuel S. Park 89. Samuel S. Park
funds managed
10.1%
89 Carleton J. Muench 89. Carleton J. Muench
funds managed
10.1%
89 Max Gokhman 89. Max Gokhman
funds managed
10.1%
89 Howard T. Hirakawa 89. Howard T. Hirakawa
funds managed
10.1%
93 Adam Petryk 93. Adam Petryk
funds managed
10.0%
93 Thomas Picciochi 93. Thomas Picciochi
funds managed
10.0%
93 Ellen Tesler 93. Ellen Tesler
funds managed
10.0%
96 Glenn Busch 96. Glenn Busch
funds managed
9.9%
96 Gabriel Wisdom 96. Gabriel Wisdom
funds managed
9.9%
96 Michael Moore 96. Michael Moore
funds managed
9.9%
99 Joseph Flaherty, Jr 99. Joseph Flaherty, Jr
funds managed
9.6%
100 Marcelle Daher 100. Marcelle Daher
funds managed
9.6%
100 Ted Thome 100. Ted Thome
funds managed
9.6%
100 Nathan Thooft 100. Nathan Thooft
funds managed
9.6%
100 Bob Boyda 100. Bob Boyda
funds managed
9.6%
104 Stephen Lingard 104. Stephen Lingard
funds managed
9.5%
104 Rob Nicoski 104. Rob Nicoski
funds managed
9.5%
104 Vishal Karir 104. Vishal Karir
funds managed
9.5%
104 Michael Gates 104. Michael Gates
funds managed
9.5%
104 Fred Martin 104. Fred Martin
funds managed
9.5%
104 Scott Link 104. Scott Link
funds managed
9.5%
104 Brooks Ritchey 104. Brooks Ritchey
funds managed
9.5%
104 John Levy 104. John Levy
funds managed
9.5%
112 Alan Muschott 112. Alan Muschott
funds managed
9.5%
112 Shawn Lyons 112. Shawn Lyons
funds managed
9.5%
114 Michael Stout 114. Michael Stout
funds managed
9.4%
114 Dan McNeela 114. Dan McNeela
funds managed
9.4%
114 Dario Castagna 114. Dario Castagna
funds managed
9.4%
117 Michael Schoonover 117. Michael Schoonover
funds managed
9.3%
117 David Miller 117. David Miller
funds managed
9.3%
119 Arnold J. Espe 119. Arnold J. Espe
funds managed
9.3%
119 Lance Humphrey 119. Lance Humphrey
funds managed
9.3%
121 Christopher A. Staples 121. Christopher A. Staples
funds managed
9.3%
121 Paul Lefurgey 121. Paul Lefurgey
funds managed
9.3%
121 Drew Justman 121. Drew Justman
funds managed
9.3%
121 Chris Nisbet 121. Chris Nisbet
funds managed
9.3%
121 John H. Brown 121. John H. Brown
funds managed
9.3%
121 Kane Cotton 121. Kane Cotton
funds managed
9.3%
127 John O'Toole 127. John O'Toole
funds managed
9.2%
127 Salvatore Buono 127. Salvatore Buono
funds managed
9.2%
127 Paul Weber 127. Paul Weber
funds managed
9.2%
130 Bradley P. Hinton 130. Bradley P. Hinton
funds managed
9.1%
131 Wasif A. Latif 131. Wasif A. Latif
funds managed
9.1%
132 Tim Bray 132. Tim Bray
funds managed
8.7%
132 Robert J. Benson 132. Robert J. Benson
funds managed
8.7%
132 Matt L. Peden 132. Matt L. Peden
funds managed
8.7%
135 Rob Balkema 135. Rob Balkema
funds managed
8.7%
135 Brian Meath 135. Brian Meath
funds managed
8.7%
137 Derek B. Bloom 137. Derek B. Bloom
funds managed
8.6%
137 Keith B. Hembre 137. Keith B. Hembre
funds managed
8.6%
139 Paul Eckley 139. Paul Eckley
funds managed
8.5%
139 John Malito 139. John Malito
funds managed
8.5%
139 Lisa Rogers 139. Lisa Rogers
funds managed
8.5%
142 Vadim Zlotnikov 142. Vadim Zlotnikov
funds managed
8.5%
142 Dan Loewy 142. Dan Loewy
funds managed
8.5%
144 Jon D. Adams 144. Jon D. Adams
funds managed
8.4%
145 Richard Weiss 145. Richard Weiss
funds managed
8.4%
145 Radu Gabudean 145. Radu Gabudean
funds managed
8.4%
145 David MacEwen 145. David MacEwen
funds managed
8.4%
145 Scott Wilson 145. Scott Wilson
funds managed
8.4%
149 Matthew Stephani 149. Matthew Stephani
funds managed
8.2%
149 Thomas W. Verdel 149. Thomas W. Verdel
funds managed
8.2%
149 Michael P. Maurer 149. Michael P. Maurer
funds managed
8.2%
149 J. Brian Henderson 149. J. Brian Henderson
funds managed
8.2%
153 Keith D. Swanson 153. Keith D. Swanson
funds managed
8.1%
153 Jennifer L. Enstad 153. Jennifer L. Enstad
funds managed
8.1%
153 James C. McClendon 153. James C. McClendon
funds managed
8.1%
156 Todd Jablonski 156. Todd Jablonski
funds managed
8.1%
156 Charlie D. Averill 156. Charlie D. Averill
funds managed
8.1%
158 Edwin D. Miska 158. Edwin D. Miska
funds managed
8.1%
158 Clark D. Wagner 158. Clark D. Wagner
funds managed
8.1%
160 John C. Bonnell 160. John C. Bonnell
funds managed
8.1%
160 Christopher A. Fronk 160. Christopher A. Fronk
funds managed
8.1%
160 Dale R Hoffman 160. Dale R Hoffman
funds managed
8.1%
160 Jacob C. Weaver 160. Jacob C. Weaver
funds managed
8.1%
164 Ian Link 164. Ian Link
funds managed
8.0%
164 Karen H. Grimes 164. Karen H. Grimes
funds managed
8.0%
164 W. Michael Reckmeyer III 164. W. Michael Reckmeyer III
funds managed
8.0%
164 Scott St. John 164. Scott St. John
funds managed
8.0%
168 Ryan Schneck 168. Ryan Schneck
funds managed
7.8%
168 James Smigiel 168. James Smigiel
funds managed
7.8%
168 Bryan Hoffman 168. Bryan Hoffman
funds managed
7.8%
171 Kandarp R. Acharya 171. Kandarp R. Acharya
funds managed
7.7%
171 Christian L. Chan 171. Christian L. Chan
funds managed
7.7%
171 Petros Bocray 171. Petros Bocray
funds managed
7.7%
174 R. Keith Harwood 174. R. Keith Harwood
funds managed
7.6%
174 Christopher F. Petrosino 174. Christopher F. Petrosino
funds managed
7.6%
174 Michael J. Magiera 174. Michael J. Magiera
funds managed
7.6%
177 Neil J. Hennessy 177. Neil J. Hennessy
funds managed
7.6%
177 Brian Peery 177. Brian Peery
funds managed
7.6%
179 Marc Bushallow 179. Marc Bushallow
funds managed
7.5%
180 Ebrahim Busheri 180. Ebrahim Busheri
funds managed
7.4%
180 Christian A. Andreach 180. Christian A. Andreach
funds managed
7.4%
180 Marc Tommasi 180. Marc Tommasi
funds managed
7.4%
183 Nathan Palmer 183. Nathan Palmer
funds managed
6.1%
183 Anthony Wicklund 183. Anthony Wicklund
funds managed
6.1%
185 Arthur D. Ally 185. Arthur D. Ally
funds managed
6.1%
186 Eric Collier 186. Eric Collier
funds managed
1.9%
186 Mark Biller 186. Mark Biller
funds managed
1.9%
186 Anthony Ayers 186. Anthony Ayers
funds managed
1.9%
189 Carl W. Marker 189. Carl W. Marker
funds managed
-2.6%
Managers with less than 12 months history are below. View 1 month performance
Daniel Boncarosky Daniel Boncarosky
funds managed
Todd Brighton Todd Brighton
funds managed
Raymond Chan Raymond Chan
funds managed
Michael Dowdall Michael Dowdall
funds managed
Matthew Glaser Matthew Glaser
funds managed
Jeremy Gogos Jeremy Gogos
funds managed
Morgan Harting Morgan Harting
funds managed
Brian Herscovici Brian Herscovici
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 Catalyst/SMH Total Return Income Fund;A
Managers
USD

20.5%

5.5

-1.5%

2 Roumell Opportunistic Value Fund;Institutional
Managers
USD

20.0%

6.6

-2.1%

3 Value Line Income & Growth Fund;Investor
Managers
USD

18.8%

6.7

-2.7%

4 Hotchkis & Wiley Capital Income Fund;I
Managers
USD

17.5%

6.3

-1.6%

5 Templeton Global Balanced Fund;A1 USD

16.2%

3.6

-1.3%

6 Janus Henderson Balanced Fund;T
Managers
USD

15.6%

4.1

-0.9%

7 Oakmark Equity and Income Fund;Investor
Managers
USD

15.3%

5.3

-0.9%

8 Advantus Dynamic Managed Volatility Fund;A
Managers
USD

14.0%

4.1

-1.4%

9 T Rowe Price Personal Strategy Balanced Fund
Managers
USD

13.4%

3.5

-1.2%

10 MassMutual Premier Balanced Fund;R5 USD

13.2%

3.8

-1.6%

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

12.7%

3.5

-1.3%

12 Putnam Dynamic Asset Allocation Balanced Fund;A
Managers
USD

12.7%

3.5

-1.6%

13 TIAA-CREF Managed Allocation Fund;Retail
Managers
USD

12.6%

3.3

-1.5%

14 Fidelity Advisor Balanced Fund;M USD

12.6%

4.1

-1.8%

15 George Putnam Balanced Fund;A
Managers
USD

12.6%

3.4

-1.2%

16 TIAA-CREF Lifestyle Moderate Fund;Rtl
Managers
USD

12.5%

3.4

-1.6%

17 John Hancock Multimanager Lifestyle Bal Port;1
Managers
USD

12.2%

3.1

-1.3%

18 Voya Global Multi-Asset Fund;I
Managers
USD

12.0%

3.9

-2.0%

19 Fidelity Asset Manager 60%
Managers
USD

12.0%

3.5

-1.5%

20 Hennessy Equity and Income Fund;Institutional USD

12.0%

4.6

-1.6%

20 Buffalo Flexible Income Fund
Managers
USD

12.0%

6.4

-1.6%

20 Schwab Balanced Fund
Managers
USD

12.0%

3.7

-1.8%

23 Pioneer Classic Balanced Fund;A
Managers
USD

11.9%

3.3

-1.3%

24 MainStay Moderate Allocation Fund;A
Managers
USD

11.9%

3.3

-1.3%

25 Franklin Income Fund;A
Managers
USD

11.9%

4.1

-0.5%

25 Franklin Moderate Allocation Fund;A
Managers
USD

11.9%

3.3

-1.3%

27 Sterling Capital Strategic Alloc Balanced Fd;Inst
Managers
USD

11.8%

3.1

-1.4%

28 LK Balanced Fund;Institutional
Managers
USD

11.7%

4.6

-1.1%

29 Virtus Tactical Allocation Fund;A
Managers
USD

11.7%

5.7

-4.0%

30 Pacific Funds Portfolio Optimization Moderate;A
Managers
USD

11.6%

3.0

-1.2%

31 American Funds Income Fund of America;A USD

11.4%

3.6

-1.3%

32 Archer Balanced Fund
Managers
USD

11.4%

3.9

-1.7%

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

11.4%

3.2

-1.1%

34 DFA Global Allocation 60/40 Portfolio;Inst USD

11.0%

3.1

-1.4%

35 Columbia Capital Allocation Moderate Portfolio;A
Managers
USD

10.9%

3.2

-1.6%

36 Great-West Moderate Profile Fund;Investor USD

10.9%

3.1

-1.4%

37 Virtus Strategic Allocation Fund;A
Managers
USD

10.9%

5.7

-4.4%

38 Great-West SecureFoundation Balanced ETF Fund;A USD

10.9%

3.4

-1.9%

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

10.9%

3.4

-1.6%

40 American Century Strat Alloc Moderate Fund;Inv
Managers
USD

10.9%

3.5

-1.8%

41 Hartford Moderate Allocation Fund;A
Managers
USD

10.8%

3.7

-2.2%

42 Wilmington Diversified Income Fund;A
Managers
USD

10.8%

3.7

-2.0%

43 PNC Balanced Allocation Fund;I
Managers
USD

10.7%

3.5

-1.8%

44 JPMorgan Investor Balanced Fund;A USD

10.7%

2.7

-1.1%

44 Invesco Moderate Allocation Fund;A
Managers
USD

10.7%

2.8

-1.2%

44 Madison Moderate Allocation Fund;A
Managers
USD

10.7%

3.2

-1.6%

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

10.7%

3.4

-1.7%

47 Ladenburg Growth & Income Fund;I
Managers
USD

10.7%

3.4

-1.6%

47 Thrivent Moderate Allocation Fund;A
Managers
USD

10.7%

2.9

-1.3%

50 Delaware Foundation Moderate Allocation Fund;A
Managers
USD

10.7%

3.0

-1.3%

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

10.6%

3.4

-0.7%

52 Oppenheimer Moderate Investor Fund;A
Managers
USD

10.5%

3.6

-1.9%

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

10.4%

4.0

-2.3%

54 Neiman Balanced Allocation Fund;A
Managers
USD

10.4%

2.9

-1.3%

55 TETON Westwood Balanced Fund;AAA USD

10.4%

4.3

-1.7%

56 Russell Investments Balanced Strategy Fund;E
Managers
USD

10.2%

2.4

-0.7%

57 MassMutual RetireSMART Moderate Fund;A
Managers
USD

10.2%

3.1

-1.6%

58 Praxis Genesis Balanced Portfolio;A
Managers
USD

10.1%

3.2

-1.7%

59 Fidelity Asset Manager 50%
Managers
USD

10.1%

3.0

-1.4%

60 QS Conservative Growth Fund;A
Managers
USD

10.0%

3.3

-1.8%

61 American Century Balanced Fund;Investor USD

9.9%

3.2

-1.6%

61 Fallen Angels Income Fund
Managers
USD

9.9%

4.7

-2.1%

63 USAA Cornerstone Moderately Aggressive Fund
Managers
USD

9.9%

3.4

-2.0%

64 SEI Market Growth Strategy Fund;F
Managers
USD

9.9%

3.5

-1.8%

65 MFS Total Return Fund;A USD

9.8%

3.2

-1.2%

66 American Funds Tax-Advantaged Income Portfolio;A USD

9.6%

3.3

-2.0%

67 MFS Moderate Allocation Fund;A
Managers
USD

9.6%

3.8

-2.1%

68 Janus Henderson Value Plus Income Fund;D
Managers
USD

9.6%

3.6

-1.2%

68 American Funds Income Portfolio;A USD

9.6%

3.3

-1.4%

70 Disciplined Growth Investors Fund;I
Managers
USD

9.5%

4.9

-2.4%

70 Franklin NextStep Moderate Fund;A
Managers
USD

9.5%

2.8

-1.4%

72 Franklin Balanced Fund;A
Managers
USD

9.5%

3.5

-0.8%

73 Saturna Sextant Core Fund
Managers
USD

9.4%

4.2

-2.5%

74 Transamerica Asset Allocation - Moderate Port;A
Managers
USD

9.4%

2.9

-1.4%

75 Rational Strategic Allocation Fund;A
Managers
USD

9.3%

3.5

-1.6%

76 Transamerica Asset Allocation Intmdt Horizon;R4
Managers
USD

9.3%

2.6

-1.0%

76 Madison Diversified Income Fund;A
Managers
USD

9.3%

3.7

-1.6%

78 Pioneer Solutions - Balanced Fund;A
Managers
USD

9.2%

3.3

-1.9%

79 Weitz Balanced Fund
Managers
USD

9.1%

3.1

-1.3%

80 AB All Market Total Return Portfolio;A
Managers
USD

9.0%

3.4

-1.7%

81 Ivy Apollo Multi-Asset Income Fund;I USD

8.9%

3.4

-1.7%

82 RiverFront Moderate Growth & Income Fund;C USD

8.8%

3.3

-1.7%

83 USAA Cornerstone Moderate Fund
Managers
USD

8.7%

3.3

-2.2%

84 GuideStone Balanced Allocation Fund;Inv
Managers
USD

8.7%

2.9

-1.6%

85 Great-West Moderately Consv Profile Fund;Inv USD

8.7%

2.5

-1.1%

86 USAA Target Managed Allocation Fund
Managers
USD

8.6%

3.0

-1.0%

87 Nuveen Strategy Balanced Allocation Fund;R3
Managers
USD

8.6%

2.7

-1.3%

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

8.5%

2.3

-1.0%

89 State Farm Balanced Fund
Managers
USD

8.5%

3.6

-1.7%

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

8.5%

5.7

-3.8%

91 BMO Moderate Allocation Fund;R-6
Managers
USD

8.4%

2.6

-1.1%

91 John Hancock Multimanager Lifestyle Mod Port;1
Managers
USD

8.4%

2.6

-1.3%

93 SEI Defensive Strategy Allocation Fund;F
Managers
USD

8.4%

4.3

-1.6%

94 Goldman Sachs Income Builder Fund;A USD

8.4%

3.0

-0.6%

94 MFS Global Total Return Fund;A USD

8.4%

4.9

-4.0%

96 Cavanal Hill Active Core Fund;Investor
Managers
USD

8.2%

3.1

-1.7%

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

8.2%

2.8

-1.4%

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

8.1%

3.6

-1.8%

99 Thrivent Balanced Income Plus Fund;A USD

8.1%

3.0

-1.5%

100 Principal SAM Conservative Balanced Portfolio;A
Managers
USD

8.1%

2.8

-1.3%

101 First Investors Total Return Fund;A
Managers
USD

8.1%

4.0

-2.1%

102 USAA Growth & Tax Strategy Fund;Fund
Managers
USD

8.1%

3.7

-2.5%

103 Hartford Balanced Income Fund;C
Managers
USD

8.0%

3.2

-1.2%

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

8.0%

3.5

-2.1%

105 Wells Fargo Moderate Balanced Fund;Adm USD

7.8%

2.4

-1.1%

106 Wells Fargo WealthBuilder Modt Bal Fund;C
Managers
USD

7.7%

2.6

-1.3%

107 SEI Core Market Strategy Fund;F
Managers
USD

7.6%

3.2

-2.0%

108 Manning & Napier Strategic Income Moderate;S
Managers
USD

7.6%

3.2

-1.4%

109 Hennessy Balanced Fund;Investor
Managers
USD

7.6%

4.5

-1.6%

110 American Century One Choice Port Conservative;Inv
Managers
USD

7.5%

3.0

-1.7%

111 Russell Investments Moderate Strategy Fund;E
Managers
USD

7.1%

2.6

-1.6%

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

7.1%

2.9

-1.7%

113 American Century Strat Alloc Conservative Fd;Inv
Managers
USD

6.9%

2.9

-1.8%

114 1290 DoubleLine Dynamic Allocation Fund;I USD

6.9%

3.3

-1.8%

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

6.3%

4.8

-3.4%

116 Touchstone Dynamic Diversified Income Fund;A
Managers
USD

6.1%

2.9

-1.7%

117 Timothy Plan Conservative Growth Fund;A
Managers
USD

6.1%

2.8

-1.3%

118 SEI Moderate Strategy Fund;F
Managers
USD

5.4%

2.7

-1.6%

119 James Balanced Golden Rainbow Fund;Retail USD

5.2%

4.0

-1.7%

120 Timothy Plan Growth & Income Fund;A USD

4.9%

4.7

-2.4%

121 SMI Conservative Allocation Fund
Managers
USD

1.9%

4.6

-4.7%

122 IMS Strategic Income Fund;Institutional
Managers
USD

-2.6%

4.4

-3.9%

manager return
Enrique Chang Enrique Chang
funds managed
10.4%
Tim Bray Tim Bray
funds managed
8.7%
Walter Hunnewell Walter Hunnewell
funds managed
11.9%
Richard Weiss Richard Weiss
funds managed
8.4%
Douglas S. Foreman Douglas S. Foreman
funds managed
11.3%
Paul Scanlon Paul Scanlon
funds managed
12.6%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
9.6%
Jeffrey Knight Jeffrey Knight
funds managed
10.9%
Charles Melchreit Charles Melchreit
funds managed
11.9%
Todd Jablonski Todd Jablonski
funds managed
8.1%
Patrick Meegan Patrick Meegan
funds managed
17.5%
Vadim Zlotnikov Vadim Zlotnikov
funds managed
8.5%
Radu Gabudean Radu Gabudean
funds managed
8.4%
Geoff Stein Geoff Stein
funds managed
11.0%
Matt Quinlan Matt Quinlan
funds managed
11.9%
Colin Hudson Colin Hudson
funds managed
15.3%
W. Michael Reckmeyer III W. Michael Reckmeyer III
funds managed
8.0%
Michael Stout Michael Stout
funds managed
9.4%
Mark L Simenstad Mark L Simenstad
funds managed
10.7%
David C Francis David C Francis
funds managed
10.7%
Alan Muschott Alan Muschott
funds managed
9.5%
Hans Erickson Hans Erickson
funds managed
12.6%
John Cunniff John Cunniff
funds managed
12.6%
Ashwin G. Alankar Ashwin G. Alankar
funds managed
10.4%
Dan Loewy Dan Loewy
funds managed
8.5%
Ryan Schneck Ryan Schneck
funds managed
7.8%
James Smigiel James Smigiel
funds managed
7.8%
David MacEwen David MacEwen
funds managed
8.4%
Scott Wilson Scott Wilson
funds managed
8.4%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
11.8%
James C. Willis James C. Willis
funds managed
11.8%
Robert A. Lee Robert A. Lee
funds managed
10.6%
Zifan Tang Zifan Tang
funds managed
12.0%
Charles M. Shriver Charles M. Shriver
funds managed
13.4%
Darwei Kung Darwei Kung
funds managed
11.4%
Pankaj Bhatnagar Pankaj Bhatnagar
funds managed
11.4%
Charlie D. Averill Charlie D. Averill
funds managed
8.1%
Cindy Starke Cindy Starke
funds managed
18.8%
Drew Justman Drew Justman
funds managed
9.3%
Robert Kea Robert Kea
funds managed
12.7%
Jason Vaillancourt Jason Vaillancourt
funds managed
12.7%
Stephen D Lowe Stephen D Lowe
funds managed
10.7%
John C. Bonnell John C. Bonnell
funds managed
8.1%
Jeremiah Buckley Jeremiah Buckley
funds managed
15.6%
R. Keith Harwood R. Keith Harwood
funds managed
7.6%
Michael Schoonover Michael Schoonover
funds managed
9.3%
Christopher F. Petrosino Christopher F. Petrosino
funds managed
7.6%
Rob Nicoski Rob Nicoski
funds managed
9.5%
Michael P. Maurer Michael P. Maurer
funds managed
8.2%
Christopher A. Fronk Christopher A. Fronk
funds managed
8.1%
James Fetch James Fetch
funds managed
12.7%
J. Brian Henderson J. Brian Henderson
funds managed
8.2%
Benjamin Bailey Benjamin Bailey
funds managed
10.1%
Delmar King Delmar King
funds managed
10.1%
John H. Brown John H. Brown
funds managed
9.3%
Allen E. Choinski Allen E. Choinski
funds managed
10.8%
David L. Albrycht David L. Albrycht
funds managed
11.3%
Dan McNeela Dan McNeela
funds managed
9.4%
Dario Castagna Dario Castagna
funds managed
9.4%
Liane Rosenberg Liane Rosenberg
funds managed
18.8%
Fred Martin Fred Martin
funds managed
9.5%
Scott Link Scott Link
funds managed
9.5%
Anwiti Bahuguna Anwiti Bahuguna
funds managed
10.9%
Matt L. Peden Matt L. Peden
funds managed
8.7%
Scott St. John Scott St. John
funds managed
8.0%
Michael J. Magiera Michael J. Magiera
funds managed
7.6%