| | Vanguard Wellesley Income Admiral | VWIAX | 60.82 | -1.06% | 41.51B | 21/06 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 21.05 | -0.19% | 10.08B | 21/06 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 43.85 | -0.07% | 9.56B | 21/06 | |
| | Vanguard Wellesley Income Inv | VWINX | 25.11 | -1.02% | 8.85B | 21/06 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10.04 | 0% | 5.96B | 21/06 | |
| | American Funds Income Portfolio A | INPAX | 13.11 | -0.15% | 5.49B | 21/06 | |
| | Hartford Balanced Income A | HBLAX | 14.49 | 0% | 4.27B | 21/06 | |
| | JPMorgan Income Builder A | JNBAX | 9.77 | -0.10% | 4.27B | 21/06 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 12.762 | -0.04% | 4.05B | 21/06 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 10.03 | 0% | 3.78B | 21/06 | |
| | Hartford Balanced Income I | HBLIX | 14.50 | 0% | 3.71B | 21/06 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15.84 | -0.19% | 3.66B | 21/06 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9.600 | -0.10% | 3.58B | 20/06 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20.660 | -0.05% | 3.51B | 21/06 | |
| | JPMorgan Income Builder Select | JNBSX | 9.79 | -0.10% | 3.28B | 21/06 | |
| | American Funds College 2030 529A | CTHAX | 13.07 | -0.15% | 3.2B | 21/06 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12.49 | 0% | 2.85B | 21/06 | |
| | MFS Conservative Allocation A | MACFX | 16.86 | -0.06% | 2.65B | 21/06 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 42.120 | -0.07% | 2.63B | 21/06 | |
| | American Funds College 2027 529A | CSTAX | 11.93 | 0.00% | 2.62B | 21/06 | |
