| | American Funds American Balanced A | ABALX | 33.12 | +0.82% | 101.66B | 03/05 | |
| | Vanguard Wellington Admiral | VWENX | 74.03 | +0.86% | 98.09B | 03/05 | |
| | American Funds American Balanced R6 | RLBGX | 33.14 | +0.82% | 50.32B | 03/05 | |
| | Vanguard Balanced Index Adm | VBIAX | 45.74 | +0.93% | 44.21B | 03/05 | |
| | Fidelity Balanced K | FBAKX | 28.27 | +0.93% | 42.26B | 03/05 | |
| | Fidelity Balanced | FBALX | 28.27 | +0.93% | 42.26B | 03/05 | |
| | T. Rowe Price Capital Appreciation | PRWCX | 35.14 | +0.63% | 32.79B | 03/05 | |
| | Franklin Income A | FKINX | 2.31 | +0.43% | 30B | 03/05 | |
| | American Funds American Balanced F2 | AMBFX | 33.09 | +0.79% | 26.63B | 03/05 | |
| | Fidelity Puritan | FPURX | 24.87 | +0.97% | 26.74B | 03/05 | |
| | T. Rowe Price Capital Appreciation I | TRAIX | 35.14 | +0.63% | 26.08B | 03/05 | |
| | Vanguard STAR Inv | VGSTX | 27.67 | +0.91% | 23.62B | 03/05 | |
| | Vanguard LifeStrategy Moderate Gr Inv | VSMGX | 31.36 | +0.84% | 21B | 03/05 | |
| | American Funds Insurance Series Asset Allocation F | 0P0000. | 24.940 | +0.85% | 16.16B | 03/05 | |
| | AST Prudential Growth Allocation Portfolio | 0P0000. | 22.770 | +0.98% | 14.06B | 03/05 | |
| | AST T. Rowe Price Asset Allocation Portfolio | 0P0000. | 42.930 | +0.92% | 13.69B | 03/05 | |
| | Franklin Income Adv | FRIAX | 2.29 | +0.88% | 13.65B | 03/05 | |
| | Vanguard Wellington Inv | VWELX | 42.87 | +0.85% | 13.62B | 03/05 | |
| | JNL/T. Rowe Price Capital Appreciation Fund | 0P0000. | 25.740 | +0.63% | 13.16B | 03/05 | |
| | AST Capital Growth Asset Allocation Portfolio | 0P0000. | 29.750 | +1.02% | 12.25B | 03/05 | |
