| | Vanguard Wellesley Income Admiral | VWIAX | 61.30 | +0.18% | 40.9B | 04/06 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20.87 | +0.10% | 9.93B | 04/06 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 42.93 | +0.14% | 9.35B | 04/06 | |
| | Vanguard Wellesley Income Inv | VWINX | 25.30 | +0.16% | 8.86B | 04/06 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10.02 | +0.10% | 6B | 04/06 | |
| | American Funds Income Portfolio A | INPAX | 12.98 | +0.08% | 5.45B | 04/06 | |
| | JPMorgan Income Builder A | JNBAX | 9.71 | +0.10% | 4.26B | 04/06 | |
| | Hartford Balanced Income A | HBLAX | 14.49 | 0% | 4.27B | 04/06 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13.177 | +0.12% | 4.05B | 04/06 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 10.01 | +0.10% | 3.79B | 04/06 | |
| | Hartford Balanced Income I | HBLIX | 14.50 | 0% | 3.74B | 04/06 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9.800 | 0.00% | 3.58B | 04/06 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15.58 | +0.06% | 3.59B | 04/06 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20.430 | +0.20% | 3.46B | 04/06 | |
| | JPMorgan Income Builder Select | JNBSX | 9.73 | +0.10% | 3.29B | 04/06 | |
| | American Funds College 2030 529A | CTHAX | 12.93 | +0.15% | 3.16B | 04/06 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12.38 | +0.16% | 2.84B | 04/06 | |
| | MFS Conservative Allocation A | MACFX | 16.75 | +0.06% | 2.64B | 04/06 | |
| | American Funds College 2027 529A | CSTAX | 11.83 | +0.17% | 2.59B | 04/06 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 41.330 | +0.24% | 2.59B | 04/06 | |
