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Best Allocation--70% to 85% Equity Mutual Fund Managers

Best Allocation--70% to 85% 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
James Solloway SEI Moderate Strategy Allc A (SAAT) Allocation--70% to 85% Equity 0.85 6.5 0.16 8.42 9.17
Mark L. Johnson LKCM Balanced Allocation--70% to 85% Equity 0.83 6.1 1.96 7.51 8.29
Chris Sharpe Fidelity Strategic Dividend & Income Allocation--70% to 85% Equity 0.81 8.2 3.21 7.90 9.20
Dina N. Perry American Funds Income Fund of Amer R5 Allocation--70% to 85% Equity 0.81 24.5 0.67 6.83 7.93
Margaret D. Patel Wells Fargo Advantage Divers Cptl Bldr I Allocation--70% to 85% Equity 0.79 9 1.84 10.72 8.76
Domenic Colasacco Boston Trust Asset Management Allocation--70% to 85% Equity 0.79 20.6 4.87 7.95 8.21
Steven C. Vannelli GaveKal KL Allocation Instl Allocation--70% to 85% Equity 0.78 5.7 4.58 7.65 9.43
GaveKal KL Allocation Adv Allocation--70% to 85% Equity 0.77 5.7 4.41 7.39 9.10
Joseph C. Flaherty Jr. MFS Growth Allocation I Allocation--70% to 85% Equity 0.73 14 -0.93 6.03 6.60
Babak J. Zenouzi Delaware Dividend Income Instl Allocation--70% to 85% Equity 0.73 10.1 -0.72 6.05 7.28
( Performance as of May 31, 2016, Manager Tenure in Years, Performance in %)

 

Compare with Allocation--70% to 85% Equity category EFTs

Some Allocation--70% to 85% Equity ETFs for your consideration

(** Click on column heading to Sort, Performance is in %)
ETFYear to DateOne YearThree Year
iShares S&P Aggressive Allocation (AOA)000

 

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