| | Vanguard Wellesley Income Admiral | VWIAX | 59.72 | +0.18% | 42.33B | 01/05 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20.28 | +0.10% | 10.26B | 01/05 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 41.85 | -0.07% | 9.58B | 01/05 | |
| | Vanguard Wellesley Income Inv | VWINX | 24.66 | +0.20% | 9.21B | 01/05 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 9.86 | 0% | 5.95B | 01/05 | |
| | American Funds Income Portfolio A | INPAX | 12.65 | -0.08% | 5.35B | 01/05 | |
| | JPMorgan Income Builder A | JNBAX | 9.44 | 0% | 4.19B | 01/05 | |
| | Hartford Balanced Income A | HBLAX | 14.15 | +0.28% | 4.18B | 01/05 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 12.796 | +0.09% | 4B | 01/05 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 9.84 | -0.10% | 3.76B | 01/05 | |
| | Hartford Balanced Income I | HBLIX | 14.16 | +0.35% | 3.7B | 01/05 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 19.800 | +0.20% | 3.34B | 01/05 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15.27 | -0.07% | 3.51B | 01/05 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9.550 | +0.10% | 3.58B | 01/05 | |
| | JPMorgan Income Builder Select | JNBSX | 9.46 | 0.00% | 3.22B | 01/05 | |
| | American Funds College 2030 529A | CTHAX | 12.60 | 0.00% | 3.06B | 01/05 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12.09 | +0.17% | 2.8B | 01/05 | |
| | MFS Conservative Allocation A | MACFX | 16.34 | +0.12% | 2.59B | 01/05 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 39.810 | -0.03% | 2.51B | 01/05 | |
| | American Funds College 2027 529A | CSTAX | 11.59 | +0.17% | 2.53B | 01/05 | |
