| | American Funds American Balanced A | ABALX | 32.85 | +0.49% | 100.87B | 02/05 | |
| | Vanguard Wellington Admiral | VWENX | 73.40 | +0.76% | 98.09B | 02/05 | |
| | American Funds American Balanced R6 | RLBGX | 32.87 | +0.49% | 51.33B | 02/05 | |
| | Vanguard Balanced Index Adm | VBIAX | 45.32 | +0.76% | 44.21B | 02/05 | |
| | Fidelity Balanced K | FBAKX | 28.01 | +0.83% | 42.26B | 02/05 | |
| | Fidelity Balanced | FBALX | 28.01 | +0.83% | 42.26B | 02/05 | |
| | T. Rowe Price Capital Appreciation | PRWCX | 34.92 | +0.46% | 33.26B | 02/05 | |
| | Franklin Income A | FKINX | 2.30 | +0.44% | 29.63B | 02/05 | |
| | American Funds American Balanced F2 | AMBFX | 32.83 | +0.49% | 26.41B | 02/05 | |
| | Fidelity Puritan | FPURX | 24.63 | +0.90% | 26.74B | 02/05 | |
| | T. Rowe Price Capital Appreciation I | TRAIX | 34.92 | +0.43% | 26.31B | 02/05 | |
| | Vanguard STAR Inv | VGSTX | 27.42 | +0.96% | 23.62B | 02/05 | |
| | Vanguard LifeStrategy Moderate Gr Inv | VSMGX | 31.10 | +0.88% | 21B | 02/05 | |
| | American Funds Insurance Series Asset Allocation F | 0P0000. | 24.730 | +0.49% | 16.16B | 02/05 | |
| | AST Prudential Growth Allocation Portfolio | 0P0000. | 22.550 | +0.85% | 13.83B | 02/05 | |
| | AST T. Rowe Price Asset Allocation Portfolio | 0P0000. | 42.540 | +0.81% | 13.49B | 02/05 | |
| | Franklin Income Adv | FRIAX | 2.27 | 0% | 13.47B | 02/05 | |
| | Vanguard Wellington Inv | VWELX | 42.51 | +0.76% | 13.62B | 02/05 | |
| | JNL/T. Rowe Price Capital Appreciation Fund | 0P0000. | 25.580 | +0.43% | 13.03B | 02/05 | |
| | AST Capital Growth Asset Allocation Portfolio | 0P0000. | 29.450 | +0.86% | 12.05B | 02/05 | |
