| | Vanguard Wellesley Income Admiral | VWIAX | 61.51 | 0% | 40.9B | 17/05 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20.90 | -0.05% | 9.93B | 17/05 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 43.15 | 0.00% | 9.35B | 17/05 | |
| | Vanguard Wellesley Income Inv | VWINX | 25.39 | 0% | 8.86B | 17/05 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10.09 | -0.10% | 6.07B | 17/05 | |
| | American Funds Income Portfolio A | INPAX | 13.07 | 0% | 5.51B | 17/05 | |
| | JPMorgan Income Builder A | JNBAX | 9.80 | 0.00% | 4.32B | 17/05 | |
| | Hartford Balanced Income A | HBLAX | 14.60 | +0.07% | 4.29B | 17/05 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13.201 | -0.06% | 4.09B | 17/05 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 10.08 | -0.10% | 3.83B | 17/05 | |
| | Hartford Balanced Income I | HBLIX | 14.60 | +0.07% | 3.8B | 17/05 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9.850 | 0.00% | 3.58B | 17/05 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15.75 | +0.06% | 3.62B | 17/05 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20.400 | -0.05% | 3.47B | 17/05 | |
| | JPMorgan Income Builder Select | JNBSX | 9.82 | +0.10% | 3.32B | 17/05 | |
| | American Funds College 2030 529A | CTHAX | 12.97 | -0.08% | 3.16B | 17/05 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12.40 | -0.08% | 2.86B | 17/05 | |
| | MFS Conservative Allocation A | MACFX | 16.81 | 0% | 2.66B | 17/05 | |
| | American Funds College 2027 529A | CSTAX | 11.83 | -0.08% | 2.59B | 17/05 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 41.240 | -0.02% | 2.6B | 17/05 | |
