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Mixed Assets
Mixed Assets - Mixed-Asset Target 2020 Funds

Mixed Assets - Mixed-Asset Target 2020 Funds

All calculations are in USD

rank manager return
1 Christian L. Chan 1. Christian L. Chan
funds managed
 9.9%
1 Kandarp R. Acharya 1. Kandarp R. Acharya
funds managed
 9.9%
1 Petros Bocray 1. Petros Bocray
funds managed
 9.9%
4 Jerome Clark 4. Jerome Clark
funds managed
 9.5%
4 Brett Sumsion 4. Brett Sumsion
funds managed
 9.5%
4 Wyatt A. Lee 4. Wyatt A. Lee
funds managed
 9.5%
4 Andrew Dierdorf 4. Andrew Dierdorf
funds managed
 9.5%
8 John Cunniff 8. John Cunniff
funds managed
 9.2%
8 Hans Erickson 8. Hans Erickson
funds managed
 9.2%
10 Philip Green 10. Philip Green
funds managed
 9.1%
11 Jon D. Adams 11. Jon D. Adams
funds managed
 9.0%
11 Irina Pacheco 11. Irina Pacheco
funds managed
 9.0%
11 Michael Dowdall 11. Michael Dowdall
funds managed
 9.0%
14 Walter Nejman 14. Walter Nejman
funds managed
 9.0%
14 William Coleman 14. William Coleman
funds managed
 9.0%
16 Bruce Picard Jr. 16. Bruce Picard Jr.
funds managed
 8.8%
16 Frederick Schulitz 16. Frederick Schulitz
funds managed
 8.8%
18 Mihir Worah 18. Mihir Worah
funds managed
 8.6%
18 Rahul Devgon 18. Rahul Devgon
funds managed
 8.6%
18 Graham Rennison 18. Graham Rennison
funds managed
 8.6%
21 James W. Fennessey 21. James W. Fennessey
funds managed
 8.4%
21 Randy L. Welch 21. Randy L. Welch
funds managed
 8.4%
21 Jeffrey R. Tyler 21. Jeffrey R. Tyler
funds managed
 8.4%
24 Poul Kristensen 24. Poul Kristensen
funds managed
 8.3%
24 Jonathan B. Swaney 24. Jonathan B. Swaney
funds managed
 8.3%
24 Jae S. Yoon 24. Jae S. Yoon
funds managed
 8.3%
24 Amit Soni 24. Amit Soni
funds managed
 8.3%
28 Charles L. McGinn 28. Charles L. McGinn
funds managed
 8.0%
29 Marcelle Daher 29. Marcelle Daher
funds managed
 7.8%
30 Zifan Tang 30. Zifan Tang
funds managed
 7.8%
31 Matthew O’Hara 31. Matthew O’Hara
funds managed
 7.7%
32 Ked Hogan 32. Ked Hogan
funds managed
 7.7%
32 Andrew Ang 32. Andrew Ang
funds managed
 7.7%
34 Christopher C Graham 34. Christopher C Graham
funds managed
 7.7%
35 Gregory Allen 35. Gregory Allen
funds managed
 7.6%
35 Ivan Cliff 35. Ivan Cliff
funds managed
 7.6%
37 Paul Zemsky 37. Paul Zemsky
funds managed
 7.6%
37 Halvard Kvaale 37. Halvard Kvaale
funds managed
 7.6%
37 Jody Hrazanek 37. Jody Hrazanek
funds managed
 7.6%
40 Alwi Chan 40. Alwi Chan
funds managed
 7.5%
40 Xavier Poutas 40. Xavier Poutas
funds managed
 7.5%
40 Miao Hu 40. Miao Hu
funds managed
 7.5%
40 Kenneth T Kozlowski 40. Kenneth T Kozlowski
funds managed
 7.5%
44 Wasif A. Latif 44. Wasif A. Latif
funds managed
 7.4%
44 Brian Herscovici 44. Brian Herscovici
funds managed
 7.4%
46 Brian L. Collins 46. Brian L. Collins
funds managed
 7.3%
46 Linda M. Molenda 46. Linda M. Molenda
funds managed
 7.3%
46 Paul C. Herbert 46. Paul C. Herbert
funds managed
 7.3%
49 Tony Coffey 49. Tony Coffey
funds managed
 7.2%
49 Thomas Nelson 49. Thomas Nelson
funds managed
 7.2%
51 Alan Mason 51. Alan Mason
funds managed
 7.1%
51 Amy Whitelaw 51. Amy Whitelaw
funds managed
 7.1%
53 Claudio Marsala 53. Claudio Marsala
funds managed
 6.9%
53 Michael Stamos 53. Michael Stamos
funds managed
 6.9%
53 Paul Pietranico 53. Paul Pietranico
funds managed
 6.9%
53 Alistair Bates 53. Alistair Bates
funds managed
 6.9%
57 Jonathan Kreider 57. Jonathan Kreider
funds managed
 6.8%
57 Jack Brown 57. Jack Brown
funds managed
 6.8%
57 Andrew Corwin 57. Andrew Corwin
funds managed
 6.8%
60 Nathan Thooft 60. Nathan Thooft
funds managed
 6.5%
60 Bob Boyda 60. Bob Boyda
funds managed
 6.5%
62 Adam Petryk 62. Adam Petryk
funds managed
 6.5%
62 Thomas Picciochi 62. Thomas Picciochi
funds managed
 6.5%
62 Ellen Tesler 62. Ellen Tesler
funds managed
 6.5%
65 Joseph Flaherty, Jr 65. Joseph Flaherty, Jr
funds managed
 6.5%
66 Ebrahim Busheri 66. Ebrahim Busheri
funds managed
 5.9%
66 Christian A. Andreach 66. Christian A. Andreach
funds managed
 5.9%
66 Marc Tommasi 66. Marc Tommasi
funds managed
 5.9%
69 Ted Lockwood 69. Ted Lockwood
funds managed
 5.9%
69 Joel M. Kallman 69. Joel M. Kallman
funds managed
 5.9%
69 Jeremy Stempien 69. Jeremy Stempien
funds managed
 5.9%
72 Patrick Ryan 72. Patrick Ryan
funds managed
 4.8%
72 David Hottmann 72. David Hottmann
funds managed
 4.8%
74 Robert Schoen 74. Robert Schoen
funds managed
 4.4%
74 Jason Vaillancourt 74. Jason Vaillancourt
funds managed
 4.4%
74 James Fetch 74. James Fetch
funds managed
 4.4%
Managers with less than 12 months history are below. View 1 month performance
Jeffrey Knigt Jeffrey Knigt
funds managed
Joshua B. Kutin Joshua B. Kutin
funds managed
Michael Narkiewicz Michael Narkiewicz
funds managed
Keith P. Robinette Keith P. Robinette
funds managed
Scott W Smith Scott W Smith
funds managed
Robert Sykes Robert Sykes
funds managed
Andrew Urban Andrew Urban
funds managed
Alexander Wilkinson Alexander Wilkinson
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Natixis Sustainable Future 2020 Fund;N USD

11.6%

4.8

-2.8%
2 T Rowe Price Retirement I 2020 Fund;I
Managers
 USD

10.3%

4.7

-3.0%
3 T Rowe Price Retirement 2020 Fund
Managers
 USD

10.1%

4.8

-3.1%
4 Fidelity Freedom 2020 Fund
Managers
 USD

10.0%

5.2

-3.5%
5 Wells Fargo Dynamic Target 2020 Fund;R6
Managers
 USD

9.9%

5.4

-3.7%
6 TIAA-CREF Lifecycle 2020 Fund;Retirement
Managers
 USD

9.8%

4.5

-3.1%
7 Principal LifeTime 2020 Fund;Inst USD

9.4%

5.3

-3.8%
8 Fidelity Advisor Freedom 2020 Fund;A
Managers
 USD

9.2%

5.1

-3.6%
9 BlackRock LifePath Dynamic 2020 Fund;Institutional
Managers
 USD

9.1%

3.8

-2.6%
10 BMO Target Retirement 2020;R-6
Managers
 USD

9.0%

5.1

-3.6%
11 Vanguard Institutional Target Retire 2020 Fd;Inst
Managers
 USD

9.0%

4.3

-3.0%
12 Vanguard Target Retirement 2020 Fund;Investor USD

9.0%

4.3

-3.0%
13 MassMutual RetireSMART 2020 Fund;Svc
Managers
 USD

8.8%

4.6

-3.2%
14 Fidelity Freedom Index 2020 Fund;Investor
Managers
 USD

8.7%

4.6

-3.3%
14 JPMorgan SmartRetirement 2020 Fund;R5 USD

8.7%

4.4

-3.1%
16 AB Multi-Manager Select 2020 Fund;I USD

8.7%

4.9

-3.5%
17 John Hancock Multimanager 2020 Lifetime Ptf;1
Managers
 USD

8.7%

4.5

-3.1%
18 PIMCO RealPath Blend 2020 Fund;Adm
Managers
 USD

8.6%

4.1

-2.7%
19 TIAA-CREF Lifecycle Index 2020 Fund;Institutional
Managers
 USD

8.5%

4.4

-3.2%
20 JPMorgan SmartRetirement Blend 2020 Fund;R6 USD

8.5%

4.3

-3.0%
21 Principal LifeTime Hybrid 2020 Fund;Instl
Managers
 USD

8.3%

4.6

-3.4%
22 MainStay Retirement 2020 Fund;I
Managers
 USD

8.3%

4.5

-3.5%
23 Schwab Target 2020 Fund
Managers
 USD

8.2%

4.0

-2.7%
24 Great-West Lifetime 2020 Fund;Institutional
Managers
 USD

8.1%

4.1

-2.7%
25 Great-West SecureFoundation Lifetime 2020 Fund;Inv USD

8.0%

4.4

-3.1%
26 State Street Target Retirement 2020 Fund;K
Managers
 USD

8.0%

4.3

-3.1%
27 T Rowe Price Target 2020 Fund
Managers
 USD

7.9%

3.8

-2.4%
28 BlackRock LifePath Smart Beta 2020 Fund;Investor A
Managers
 USD

7.7%

4.2

-2.7%
29 Nationwide Destination 2020 Fund;Institutional Svc
Managers
 USD

7.7%

4.4

-3.3%
30 John Hancock Multi-Index 2020 Lifetime Ptf;1
Managers
 USD

7.7%

4.3

-3.1%
31 American Funds 2020 Target Date Retirement Fd;A USD

7.6%

4.4

-3.1%
32 KP Retirement Path 2020 Fund;Instl
Managers
 USD

7.6%

3.7

-2.6%
33 Voya Target Retirement 2020 Fund;I
Managers
 USD

7.6%

4.3

-3.2%
34 1290 Retirement 2020 Fund;I
Managers
 USD

7.5%

4.1

-2.8%
35 USAA Target Retirement 2020 Fund
Managers
 USD

7.4%

4.3

-3.2%
36 BlackRock LifePath Index 2020 Fund;K
Managers
 USD

7.4%

3.8

-2.7%
37 Schwab Target 2020 Index Fund
Managers
 USD

7.3%

3.8

-2.8%
38 Harbor Target Retirement 2020 Fund;Institutional
Managers
 USD

7.3%

3.4

-2.0%
39 Franklin LifeSmart 2020 Retirement Target Fund;A
Managers
 USD

7.2%

3.4

-2.1%
40 American Century One Choice 2020 Portfolio;I USD

7.0%

3.8

-2.7%
41 AllianzGI Retirement 2020 Fund;A
Managers
 USD

6.9%

4.7

-3.8%
42 State Farm LifePath 2020 Fund;Premier
Managers
 USD

6.8%

3.8

-2.7%
43 Transamerica ClearTrack 2020;R1
Managers
 USD

6.5%

4.3

-3.3%
44 MFS Lifetime 2020 Fund;R4
Managers
 USD

6.5%

2.8

-1.7%
45 DFA Dimensional 2020 Target Date Ret Inc Fd;Inst USD

6.0%

4.4

-2.8%
46 Manning & Napier Target 2020 Series;K
Managers
 USD

5.9%

3.6

-2.1%
47 Prudential Day One 2020 Fund;R1
Managers
 USD

5.9%

3.5

-2.5%
48 Great-West Lifetime Conservative 2020 Fund;Service
Managers
 USD

5.6%

2.9

-2.0%
49 Virtus DFA2020 Target Date Retirement Inc Fund;A USD

5.1%

4.3

-2.9%
50 Goldman Sachs Target Date 2020 Portfolio;R6
Managers
 USD

4.8%

2.6

-1.8%
51 Putnam RetirementReady 2020 Fund;A
Managers
 USD

4.4%

2.6

-2.0%
52 Invesco Balanced-Risk Retirement 2020 Fund;A USD

4.3%

3.7

-1.5%
53 John Hancock II Multi-Index 2020 Prsv Port;1
Managers
 USD

3.3%

2.2

-1.5%
54 American Funds College 2018 Fund;529-A USD

-0.3%

1.2

-1.8%
Funds with less than 12 months history are below. View 1 month performance
Columbia Adaptive Retirement 2020 Fund;Adv
Managers
Fidelity Flex Freedom 2020 Fund
Managers
Invesco Peak Retirement 2020 Fund;A
Managers
MassMutual Select T Rowe Price Ret 2020 Fd;I
Managers
T Rowe Price Retirement Income 2020 Fund
Managers
manager return
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
 6.5%
Mihir Worah Mihir Worah
funds managed
 8.6%
John Cunniff John Cunniff
funds managed
 9.2%
Ked Hogan Ked Hogan
funds managed
 7.7%
James W. Fennessey James W. Fennessey
funds managed
 8.4%
Randy L. Welch Randy L. Welch
funds managed
 8.4%
Hans Erickson Hans Erickson
funds managed
 9.2%
Walter Nejman Walter Nejman
funds managed
 9.0%
Zifan Tang Zifan Tang
funds managed
 7.8%
William Coleman William Coleman
funds managed
 9.0%