| | Vanguard Wellesley Income Admiral | VWIAX | 61.06 | +0.79% | 40.9B | 31/05 | |
| | Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 20.77 | +0.44% | 9.93B | 31/05 | |
| | Vanguard Tax-Managed Balanced Adm | VTMFX | 42.79 | +0.38% | 9.35B | 31/05 | |
| | Vanguard Wellesley Income Inv | VWINX | 25.21 | +0.80% | 8.86B | 31/05 | |
| | BlackRock Multi-Asset Income Instl | BIICX | 10.00 | +0.50% | 5.95B | 31/05 | |
| | American Funds Income Portfolio A | INPAX | 12.95 | +0.62% | 5.45B | 31/05 | |
| | JPMorgan Income Builder A | JNBAX | 9.67 | +0.52% | 4.24B | 31/05 | |
| | Hartford Balanced Income A | HBLAX | 14.46 | +0.77% | 4.23B | 31/05 | |
| | Thrivent Series Moderately Conservative Allocation | 0P0000. | 13.126 | +0.54% | 4.04B | 31/05 | |
| | BlackRock Multi-Asset Income Investor A | BAICX | 9.99 | +0.50% | 3.76B | 31/05 | |
| | Hartford Balanced Income I | HBLIX | 14.47 | +0.84% | 3.7B | 31/05 | |
| | Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9.780 | +0.62% | 3.58B | 31/05 | |
| | American Funds Tx-Advtg Inc A | TAIAX | 15.57 | +0.45% | 3.58B | 31/05 | |
| | AST Preservation Asset Allocation Portfolio | 0P0000. | 20.320 | +0.49% | 3.43B | 31/05 | |
| | JPMorgan Income Builder Select | JNBSX | 9.69 | +0.52% | 3.26B | 31/05 | |
| | American Funds College 2030 529A | CTHAX | 12.88 | +0.55% | 3.14B | 31/05 | |
| | JPMorgan Investor Conservative Growth A | OICAX | 12.32 | +0.16% | 2.82B | 31/05 | |
| | MFS Conservative Allocation A | MACFX | 16.71 | +0.48% | 2.62B | 31/05 | |
| | American Funds College 2027 529A | CSTAX | 11.77 | +0.34% | 2.58B | 31/05 | |
| | Prudential Series Fund Conservative Balanced Portf | 0P0000. | 41.110 | +0.56% | 2.57B | 31/05 | |
