| | Vanguard Wellesley Income Admiral | VWIAX | 60.67 | +0.05% | 40.9B | 08/05 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20.64 | -0.19% | 9.93B | 08/05 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 42.71 | +0.02% | 9.35B | 08/05 | |
| | Vanguard Wellesley Income Inv | VWINX | 25.05 | +0.08% | 8.86B | 08/05 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10.00 | 0% | 6.04B | 08/05 | |
| | American Funds Income Portfolio A | INPAX | 12.88 | 0.00% | 5.44B | 08/05 | |
| | JPMorgan Income Builder A | JNBAX | 9.65 | 0% | 4.27B | 08/05 | |
| | Hartford Balanced Income A | HBLAX | 14.38 | +0.07% | 4.24B | 08/05 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13.039 | -0.16% | 4.06B | 08/05 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 9.99 | 0% | 3.81B | 08/05 | |
| | Hartford Balanced Income I | HBLIX | 14.38 | +0.07% | 3.76B | 08/05 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20.160 | -0.10% | 3.41B | 08/05 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15.58 | +0.13% | 3.57B | 08/05 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9.720 | -0.10% | 3.58B | 08/05 | |
| | JPMorgan Income Builder Select | JNBSX | 9.67 | 0.00% | 3.29B | 08/05 | |
| | American Funds College 2030 529A | CTHAX | 12.82 | 0% | 3.12B | 08/05 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12.28 | -0.16% | 2.84B | 08/05 | |
| | MFS Conservative Allocation A | MACFX | 16.62 | -0.12% | 2.64B | 08/05 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 40.660 | -0.07% | 2.57B | 08/05 | |
| | American Funds College 2027 529A | CSTAX | 11.73 | -0.09% | 2.56B | 08/05 | |
