| | Vanguard Wellesley Income Admiral | VWIAX | 60.28 | +0.48% | 42.33B | 03/05 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20.56 | +0.73% | 10.26B | 03/05 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 42.36 | +0.71% | 9.58B | 03/05 | |
| | Vanguard Wellesley Income Inv | VWINX | 24.88 | +0.44% | 9.21B | 03/05 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 9.95 | +0.40% | 6.01B | 03/05 | |
| | American Funds Income Portfolio A | INPAX | 12.79 | +0.63% | 5.4B | 03/05 | |
| | JPMorgan Income Builder A | JNBAX | 9.59 | +0.84% | 4.25B | 03/05 | |
| | Hartford Balanced Income A | HBLAX | 14.27 | +0.49% | 4.22B | 03/05 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 12.976 | +0.70% | 4.05B | 03/05 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 9.94 | +0.40% | 3.79B | 03/05 | |
| | Hartford Balanced Income I | HBLIX | 14.28 | +0.49% | 3.74B | 03/05 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20.060 | +0.75% | 3.38B | 03/05 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15.43 | +0.72% | 3.54B | 03/05 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9.670 | +0.62% | 3.58B | 03/05 | |
| | JPMorgan Income Builder Select | JNBSX | 9.61 | +0.84% | 3.27B | 03/05 | |
| | American Funds College 2030 529A | CTHAX | 12.75 | +0.71% | 3.1B | 03/05 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12.23 | +0.58% | 2.83B | 03/05 | |
| | MFS Conservative Allocation A | MACFX | 16.53 | +0.61% | 2.62B | 03/05 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 40.390 | +0.85% | 2.55B | 03/05 | |
| | American Funds College 2027 529A | CSTAX | 11.70 | +0.60% | 2.55B | 03/05 | |
