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Best Allocation--50% to 70% Equity Mutual Fund Managers

Best Allocation--50% to 70% Equity fund managers based on our scoring criteria

(** Click on column heading to Sort)
Fund Manager Fund Name Category Manager Score Manager Tenure 1 year Performance 3 year Performance 5 year Performance
David R. Giroux T. Rowe Price Capital Appreciation Allocation--50% to 70% Equity 0.94 10 5.83 11.26 10.99
Gregory A. Liechty Columbia Balanced A Allocation--50% to 70% Equity 0.86 24.6 1.67 8.10 8.77
John H. Smet American Funds American Balanced R5 Allocation--50% to 70% Equity 0.84 19.5 3.26 8.22 9.54
Robert B. Bruce Bruce Allocation--50% to 70% Equity 0.84 32.7 5.25 10.13 8.62
SEI Conservative Strategy Allc A (SAAT) Allocation--50% to 70% Equity 0.83 6.5 2.49 8.13 8.99
James Solloway SEI Defensive Strategy Allc A (SAAT) Allocation--50% to 70% Equity 0.83 6.5 1.93 7.44 8.52
Matthew Marra Transamerica Partners Instl Balanced Allocation--50% to 70% Equity 0.82 5.9 1.20 7.42 8.44
Stacie M. Mintz Prudential Balanced Z Allocation--50% to 70% Equity 0.82 10.8 1.18 7.53 8.19
Thomas Luster Eaton Vance Balanced A Allocation--50% to 70% Equity 0.81 6.6 0.70 8.28 8.29
David C. Coughenour AMG Chicago Equity Partners Bal Instl Allocation--50% to 70% Equity 0.8 15.5 -0.65 7.28 7.84
( Performance as of May 31, 2016, Manager Tenure in Years, Performance in %)

 

Compare with Allocation--50% to 70% Equity category EFTs

Some Allocation--50% to 70% Equity ETFs for your consideration

(** Click on column heading to Sort, Performance is in %)
ETFYear to DateOne YearThree Year
iShares S&P Growth Allocation (AOR)2.87-1.595.38

 

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