| | American Funds American Balanced A | ABALX | 33.76 | +0.09% | 103.36B | 03/06 | |
| | Vanguard Wellington Admiral | VWENX | 75.47 | +0.25% | 94.88B | 03/06 | |
| | American Funds American Balanced R6 | RLBGX | 33.79 | +0.12% | 51.21B | 03/06 | |
| | Vanguard Balanced Index Adm | VBIAX | 46.69 | +0.24% | 42.49B | 03/06 | |
| | Fidelity Balanced | FBALX | 28.94 | +0.35% | 37.19B | 03/06 | |
| | Fidelity Balanced K | FBAKX | 28.94 | +0.35% | 8.54B | 03/06 | |
| | T. Rowe Price Capital Appreciation | PRWCX | 35.62 | +0.14% | 33.12B | 03/06 | |
| | Franklin Income A | FKINX | 2.33 | -0.43% | 30.16B | 03/06 | |
| | American Funds American Balanced F2 | AMBFX | 33.74 | +0.09% | 27.25B | 03/06 | |
| | Fidelity Puritan | FPURX | 25.53 | +0.27% | 26.81B | 03/06 | |
| | T. Rowe Price Capital Appreciation I | TRAIX | 35.63 | +0.14% | 26.63B | 03/06 | |
| | Vanguard STAR Inv | VGSTX | 28.15 | +0.28% | 22.65B | 03/06 | |
| | Vanguard LifeStrategy Moderate Gr Inv | VSMGX | 31.91 | +0.31% | 20.31B | 03/06 | |
| | American Funds Insurance Series Asset Allocation F | 0P0000. | 25.500 | +0.20% | 15.41B | 03/06 | |
| | AST Prudential Growth Allocation Portfolio | 0P0000. | 23.300 | +0.22% | 14.5B | 03/06 | |
| | Franklin Income Adv | FRIAX | 2.31 | -0.43% | 13.82B | 03/06 | |
| | AST T. Rowe Price Asset Allocation Portfolio | 0P0000. | 43.780 | +0.23% | 13.89B | 03/06 | |
| | Vanguard Wellington Inv | VWELX | 43.70 | +0.25% | 13.15B | 03/06 | |
| | JNL/T. Rowe Price Capital Appreciation Fund | 0P0000. | 26.090 | +0.12% | 13.29B | 03/06 | |
| | AST Capital Growth Asset Allocation Portfolio | 0P0000. | 30.460 | +0.16% | 12.53B | 03/06 | |
