| | Vanguard Wellesley Income Admiral | VWIAX | 61.52 | +0.10% | 40.76B | 14/02 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 46.30 | +0.04% | 10.59B | 14/02 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20.97 | +0.14% | 10.25B | 14/02 | |
| | Vanguard Wellesley Income Inv | VWINX | 25.40 | +0.12% | 8.5B | 14/02 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10.31 | 0% | 5.94B | 14/02 | |
| | American Funds Income Portfolio A | INPAX | 13.61 | 0% | 5.84B | 14/02 | |
| | Hartford Balanced Income A | HBLAX | 14.57 | +0.14% | 4.5B | 14/02 | |
| | JPMorgan Income Builder A | JNBAX | 10.04 | +0.10% | 4.23B | 14/02 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 16.18 | -0.12% | 4B | 14/02 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13.556 | +0.17% | 3.68B | 14/02 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 10.30 | +0.10% | 3.65B | 14/02 | |
| | Hartford Balanced Income I | HBLIX | 14.58 | +0.14% | 3.52B | 14/02 | |
| | American Funds College 2030 529A | CTHAX | 13.38 | +0.07% | 3.53B | 14/02 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 10.120 | +0.20% | 3.47B | 14/02 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 21.820 | +0.23% | 3.33B | 14/02 | |
| | JPMorgan Income Builder Select | JNBSX | 10.07 | +0.20% | 3.19B | 14/02 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12.61 | +0.24% | 2.85B | 14/02 | |
| | American Funds College 2027 529A | CSTAX | 12.08 | +0.17% | 2.8B | 14/02 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 45.290 | +0.13% | 2.72B | 14/02 | |
| | MFS Conservative Allocation A | MACFX | 16.71 | +0.18% | 2.64B | 14/02 | |
