| | American Funds American Balanced A | ABALX | 33.73 | +0.60% | 103.26B | 31/05 | |
| | Vanguard Wellington Admiral | VWENX | 75.28 | +0.67% | 94.88B | 31/05 | |
| | American Funds American Balanced R6 | RLBGX | 33.75 | +0.57% | 51.17B | 31/05 | |
| | Vanguard Balanced Index Adm | VBIAX | 46.58 | +0.58% | 42.49B | 31/05 | |
| | Fidelity Balanced | FBALX | 28.84 | +0.52% | 42.26B | 31/05 | |
| | Fidelity Balanced K | FBAKX | 28.84 | +0.52% | 42.26B | 31/05 | |
| | T. Rowe Price Capital Appreciation | PRWCX | 35.57 | +0.76% | 33.08B | 31/05 | |
| | Franklin Income A | FKINX | 2.34 | +0.86% | 30.16B | 31/05 | |
| | American Funds American Balanced F2 | AMBFX | 33.71 | +0.60% | 27.21B | 31/05 | |
| | Fidelity Puritan | FPURX | 25.46 | +0.16% | 25.78B | 31/05 | |
| | T. Rowe Price Capital Appreciation I | TRAIX | 35.58 | +0.76% | 26.59B | 31/05 | |
| | Vanguard STAR Inv | VGSTX | 28.07 | +0.50% | 22.65B | 31/05 | |
| | Vanguard LifeStrategy Moderate Gr Inv | VSMGX | 31.81 | +0.54% | 20.31B | 31/05 | |
| | American Funds Insurance Series Asset Allocation F | 0P0000. | 25.450 | +0.43% | 15.41B | 31/05 | |
| | AST Prudential Growth Allocation Portfolio | 0P0000. | 23.250 | +0.61% | 14.5B | 31/05 | |
| | Franklin Income Adv | FRIAX | 2.32 | +0.87% | 13.82B | 31/05 | |
| | AST T. Rowe Price Asset Allocation Portfolio | 0P0000. | 43.680 | +0.60% | 13.89B | 31/05 | |
| | Vanguard Wellington Inv | VWELX | 43.59 | +0.65% | 13.15B | 31/05 | |
| | JNL/T. Rowe Price Capital Appreciation Fund | 0P0000. | 26.060 | +0.81% | 13.29B | 31/05 | |
| | AST Capital Growth Asset Allocation Portfolio | 0P0000. | 30.410 | +0.70% | 12.53B | 31/05 | |
