| Vanguard Wellesley Income Admiral | VWIAX | 58,73 | -1,03% | 40,5B | 07/04 | |
| Vanguard Tax-Managed Balanced Adm | VTMFX | 41,84 | -0,95% | 10,14B | 07/04 | |
| Vanguard LifeStrategy Cnsrv Gr Inv | VSCGX | 19,69 | -1,01% | 10,08B | 07/04 | |
| Vanguard Wellesley Income Inv | VWINX | 24,25 | -1,02% | 8,4B | 07/04 | |
| BlackRock Multi-Asset Income Instl | BIICX | 9,76 | -1,01% | 5,6B | 07/04 | |
| American Funds Income Portfolio A | INPAX | 12,65 | -1,09% | 5,54B | 07/04 | |
| Hartford Balanced Income A | HBLAX | 13,76 | -1,15% | 4,33B | 07/04 | |
| JPMorgan Income Builder A | JNBAX | 9,29 | -1,06% | 3,94B | 07/04 | |
| American Funds Tx-Advtg Inc A | TAIAX | 14,97 | -1,32% | 3,78B | 07/04 | |
| BlackRock Multi-Asset Income Investor A | BAICX | 9,75 | -1,02% | 3,45B | 07/04 | |
| Thrivent Series Moderately Conservative Allocation | 0P0000. | 12,670 | -0,92% | 3,31B | 07/04 | |
| American Funds College 2030 529A | CTHAX | 12,89 | -0,92% | 3,46B | 07/04 | |
| Hartford Balanced Income I | HBLIX | 13,76 | -1,15% | 3,34B | 07/04 | |
| Brighthouse Asset Allocation 40 Portfolio Class B | 0P0000. | 9,570 | -1,14% | 3,47B | 07/04 | |
| AST Preservation Asset Allocation Portfolio | 0P0000. | 20,610 | -0,96% | 3,08B | 07/04 | |
| JPMorgan Income Builder Select | JNBSX | 9,31 | -0,96% | 2,98B | 07/04 | |
| JPMorgan Investor Conservative Growth A | OICAX | 12,04 | -0,99% | 2,73B | 07/04 | |
| American Funds College 2027 529A | CSTAX | 11,93 | -0,67% | 2,81B | 07/04 | |
| Prudential Series Fund Conservative Balanced Portf | 0P0000. | 41,490 | -0,60% | 2,49B | 07/04 | |
| MFS Conservative Allocation A | MACFX | 15,75 | -1,01% | 2,5B | 07/04 | |