| | American Funds American Balanced A | ABALX | 34.04 | 0% | 104.38B | 15/05 | |
| | Vanguard Wellington Admiral | VWENX | 76.07 | +0.13% | 94.88B | 15/05 | |
| | American Funds American Balanced R6 | RLBGX | 34.06 | 0% | 51.77B | 16/05 | |
| | Vanguard Balanced Index Adm | VBIAX | 46.83 | 0% | 42.49B | 16/05 | |
| | Fidelity Balanced | FBALX | 28.91 | +0.03% | 42.26B | 09/05 | |
| | Fidelity Balanced K | FBAKX | 28.91 | 0% | 42.26B | 17/05 | |
| | T. Rowe Price Capital Appreciation | PRWCX | 36.03 | +0.11% | 33.49B | 17/05 | |
| | Franklin Income A | FKINX | 2.35 | 0% | 30.39B | 09/05 | |
| | American Funds American Balanced F2 | AMBFX | 34.01 | -0.03% | 27.4B | 16/05 | |
| | Fidelity Puritan | FPURX | 25.48 | +0.04% | 25.78B | 15/05 | |
| | T. Rowe Price Capital Appreciation I | TRAIX | 36.04 | +0.14% | 26.92B | 17/05 | |
| | Vanguard STAR Inv | VGSTX | 28.31 | 0% | 22.65B | 14/05 | |
| | Vanguard LifeStrategy Moderate Gr Inv | VSMGX | 32.05 | +0.06% | 20.31B | 14/05 | |
| | American Funds Insurance Series Asset Allocation F | 0P0000. | 25.730 | +0.12% | 15.41B | 17/05 | |
| | AST Prudential Growth Allocation Portfolio | 0P0000. | 23.380 | +0.09% | 14.63B | 17/05 | |
| | Franklin Income Adv | FRIAX | 2.33 | 0% | 13.87B | 14/05 | |
| | AST T. Rowe Price Asset Allocation Portfolio | 0P0000. | 43.920 | +0.07% | 14.03B | 17/05 | |
| | Vanguard Wellington Inv | VWELX | 44.05 | +0.14% | 13.15B | 16/05 | |
| | JNL/T. Rowe Price Capital Appreciation Fund | 0P0000. | 26.390 | +0.11% | 13.47B | 17/05 | |
| | AST Capital Growth Asset Allocation Portfolio | 0P0000. | 30.570 | +0.10% | 12.63B | 17/05 | |
