| | Vanguard Wellesley Income Admiral | VWIAX | 61.15 | +0.33% | 42.33B | 14/05 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20.78 | +0.34% | 10.26B | 14/05 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 42.94 | +0.26% | 9.58B | 14/05 | |
| | Vanguard Wellesley Income Inv | VWINX | 25.24 | +0.32% | 9.21B | 14/05 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10.06 | +0.20% | 6.05B | 14/05 | |
| | American Funds Income Portfolio A | INPAX | 12.99 | +0.31% | 5.46B | 14/05 | |
| | JPMorgan Income Builder A | JNBAX | 9.73 | +0.31% | 4.28B | 14/05 | |
| | Hartford Balanced Income A | HBLAX | 14.49 | +0.28% | 4.26B | 14/05 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13.129 | +0.33% | 4.08B | 14/05 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 10.04 | +0.10% | 3.82B | 14/05 | |
| | Hartford Balanced Income I | HBLIX | 14.50 | +0.28% | 3.77B | 14/05 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9.790 | +0.31% | 3.58B | 14/05 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15.67 | +0.32% | 3.59B | 14/05 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20.280 | +0.35% | 3.42B | 14/05 | |
| | JPMorgan Income Builder Select | JNBSX | 9.75 | +0.31% | 3.29B | 14/05 | |
| | American Funds College 2030 529A | CTHAX | 12.91 | +0.31% | 3.13B | 14/05 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12.35 | +0.32% | 2.84B | 14/05 | |
| | MFS Conservative Allocation A | MACFX | 16.72 | +0.24% | 2.64B | 14/05 | |
| | American Funds College 2027 529A | CSTAX | 11.79 | +0.17% | 2.57B | 14/05 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 40.970 | +0.37% | 2.57B | 14/05 | |
