| | American Funds American Balanced A | ABALX | 33,73 | +0,60% | 103,26B | 31/05 | |
| | Vanguard Wellington Admiral | VWENX | 75,28 | +0,67% | 94,88B | 31/05 | |
| | American Funds American Balanced R6 | RLBGX | 33,75 | +0,57% | 51,17B | 31/05 | |
| | Vanguard Balanced Index Adm | VBIAX | 46,58 | +0,58% | 42,49B | 31/05 | |
| | Fidelity Balanced | FBALX | 28,84 | +0,52% | 42,26B | 31/05 | |
| | Fidelity Balanced K | FBAKX | 28,84 | +0,52% | 42,26B | 31/05 | |
| | T. Rowe Price Capital Appreciation | PRWCX | 35,57 | +0,76% | 33,08B | 31/05 | |
| | Franklin Income A | FKINX | 2,34 | +0,86% | 30,16B | 31/05 | |
| | American Funds American Balanced F2 | AMBFX | 33,71 | +0,60% | 27,21B | 31/05 | |
| | Fidelity Puritan | FPURX | 25,46 | +0,16% | 25,78B | 31/05 | |
| | T. Rowe Price Capital Appreciation I | TRAIX | 35,58 | +0,76% | 26,59B | 31/05 | |
| | Vanguard STAR Inv | VGSTX | 28,07 | +0,50% | 22,65B | 31/05 | |
| | Vanguard LifeStrategy Moderate Gr Inv | VSMGX | 31,81 | +0,54% | 20,31B | 31/05 | |
| | American Funds Insurance Series Asset Allocation F | 0P0000. | 25,450 | +0,43% | 15,41B | 31/05 | |
| | AST Prudential Growth Allocation Portfolio | 0P0000. | 23,250 | +0,61% | 14,5B | 31/05 | |
| | Franklin Income Adv | FRIAX | 2,32 | +0,87% | 13,82B | 31/05 | |
| | AST T. Rowe Price Asset Allocation Portfolio | 0P0000. | 43,680 | +0,60% | 13,89B | 31/05 | |
| | Vanguard Wellington Inv | VWELX | 43,59 | +0,65% | 13,15B | 31/05 | |
| | JNL/T. Rowe Price Capital Appreciation Fund | 0P0000. | 26,060 | +0,81% | 13,29B | 31/05 | |
| | AST Capital Growth Asset Allocation Portfolio | 0P0000. | 30,410 | +0,70% | 12,53B | 31/05 | |
