| | Vanguard Wellesley Income Admiral | VWIAX | 60.64 | +0.28% | 40.9B | 07/05 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20.68 | +0.19% | 9.93B | 07/05 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 42.70 | +0.21% | 9.35B | 07/05 | |
| | Vanguard Wellesley Income Inv | VWINX | 25.03 | +0.28% | 8.86B | 07/05 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10.00 | +0.20% | 6.02B | 07/05 | |
| | American Funds Income Portfolio A | INPAX | 12.88 | +0.23% | 5.44B | 07/05 | |
| | JPMorgan Income Builder A | JNBAX | 9.65 | +0.21% | 4.26B | 07/05 | |
| | Hartford Balanced Income A | HBLAX | 14.37 | +0.35% | 4.23B | 07/05 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13.060 | +0.21% | 4.07B | 07/05 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 9.99 | +0.20% | 3.8B | 07/05 | |
| | Hartford Balanced Income I | HBLIX | 14.37 | +0.28% | 3.75B | 07/05 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20.180 | +0.20% | 3.4B | 07/05 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15.56 | +0.26% | 3.57B | 07/05 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9.730 | +0.21% | 3.58B | 07/05 | |
| | JPMorgan Income Builder Select | JNBSX | 9.67 | +0.21% | 3.28B | 07/05 | |
| | American Funds College 2030 529A | CTHAX | 12.82 | +0.23% | 3.11B | 07/05 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12.30 | +0.16% | 2.84B | 07/05 | |
| | MFS Conservative Allocation A | MACFX | 16.64 | +1.28% | 2.63B | 07/05 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 40.690 | +0.17% | 2.56B | 07/05 | |
| | American Funds College 2027 529A | CSTAX | 11.74 | +0.17% | 2.56B | 07/05 | |
