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Balanced Mutual Funds

Below is a list of Balanced Mutual Funds. Click on an Mutual Fund to see its details. To filter the list, use the Screener.

Symbol Name Price Market Cap 52 Week High 52 Week Low
RLBFX American Funds American Balanced-R5 35.01 229243.368 35.08 28.214
PLBBX Plumb Balanced-Inv 39.51 74.712 39.56 30.537
PLIBX Plumb Balanced-Inst 39.45 74.712 39.5 30.433
SIBAX Sit Balanced 34.78 65.372 34.81 26.879
JABAX Janus Henderson Balanced-T 46.9 25298.893 46.9 37.245
ONGFX JPMorgan Investor Growth & Income-I 19 4630.889 19.02 15.329
MIBLX BNY Mellon Asset Allocation-Inv 13.71 446.287 13.72 11.164
VWELX Vanguard Wellington-Inv 45 112211.1 45.01 36.547
RNRPX American Funds Retirement Inc-Mod R4 12.26 1450.284 12.28 10.479
FROPX Flat Rock Opportunity USD 19.31 310.989 19.64 15.831
HCKIX Hartford Checks & Balances-I 10.01 1398.878 10.03 8.232
LMEIX Franklin Multi-Asset Conserv Growth-I 14.46 291.132 14.46 11.89
OAMIX Invesco Select Risk Moderate Inv-A 11.12 1813.383 11.17 9.441
CBALX Columbia Balanced-Inst 53.2 9499.02 53.2 41.971
TSGCX Timothy Plan Strategic Growth-C 8.11 32.611 8.25 7.153
PRWCX TRPrice Capital Appreciation-Inv 36.48 62016.729 36.58 30.37
GDMZX GuideStone Defensive Markets Strats-Inv 12.1 1488.336 12.1 10.381
NDARX American Funds Retirement Inc-Enhcd A 13.38 1703.301 13.41 11.127
MNBAX Manning & Napier Pro-Blend ExtendTerm-S 19.54 561.841 19.57 16.601
FSNIX Fidelity Adv Asset Manager 60-I 15.67 4222.203 15.7 12.938
FAIOX Fidelity Adv Balanced-I 30 8683.44 30.02 23.729
BRGPX BlackRock 60/40 Target Allocation-R 15.66 1651.284 15.66 12.692
FPURX Fidelity Puritan 26.39 31168.437 26.4 20.412
DODBX Dodge & Cox Balanced-I 103.52 14414.745 104.144 88.154
APPRX AB Sustainable Thermatic Balance-R\Disc 12.06 98.161 12.09 10.264
MRBPX BlackRock Sustain Balanced-R 24.04 1646.694 24.05 19.377
PCGAX PGIM Income Builder-A 9.67 235.954 9.69 8.128
WGAYX Allspring Spectrum Growth-Inst 12.84 214.649 12.84 10.445
BLPCX American Funds Moderate Grwth & Inc-C 17.84 14022.472 17.88 14.709
JBALX Janus Henderson Balanced-I 46.99 25298.383 46.99 37.276
FBAKX Fidelity Balanced-K 29.85 46966.289 29.87 23.6
VALIX Value Line Capital Appreciation-Inv 11.81 457.706 11.81 8.793
JDBRX Janus Henderson Balanced-R 46.46 25295.983 46.46 37.024
RPRPX American Funds Retirement Inc-Enhcd R4 13.4 1704.56 13.42 11.132
PFJDX PFG JPMorgan Tactical Moderate Strat-R 11.06 146.176 11.06 9.083
ISGAX Voya Solution Balanced-A 8.97 55.987 8.97 7.36
PGEYX George Putnam Balanced-Y 25.77 2025.586 25.78 20.209
RLBEX American Funds American Balanced-R4 34.9 229315.346 34.96 28.186
FBFWX American Funds Retirement Inc-Mod F1 12.26 1449.095 12.28 10.49
NSDMX Nationwide Investor Destn Moderate-S 9.66 701.969 9.67 8.051
MAPOX Mairs & Power Balanced 106.42 765.383 106.821 87.966
TMGIX Transamerica AsstAllc Moderate Growth-I 13.15 1472.064 13.19 10.549
TMMIX Transamerica AsstAllc Moderate-I 11.76 885.633 11.78 9.8
TRPBX TRPrice Spectrum Moderate Allocation-Inv 24.64 2110.951 24.65 20.409
VPGDX Vanguard Managed Allocation-Inv\Disc 15.6 1118.4 17.02 15.34
RFRPX American Funds Retirement Inc-Enhcd R2 13.3 1703.371 13.33 11.101
FMTZX Franklin Moderate Allocation-Adv 15.61 1688.019 15.61 12.643
TWBIX American Century Balanced-Inv 19.47 942.624 19.48 15.73
PRPFX Permanent Portfolio Permanent-I 57.15 3271.215 57.38 46.783
LOGBX Scharf Multi-Asset Opportunity-Ret 35.51 49.199 35.89 30.765
CFXRX Columbia Flexible Capital Income-Inst2 13.41 1200.709 13.43 11.478
BIGPX BlackRock 60/40 Target Allocation-Inst 16.07 1650.71 16.07 12.986
SMGSX SEI Market Growth Strategy SAAT-I 12.14 113.103 12.2 10.29
TITRX TIAA-CREF Managed Allocation-Ret 12.54 902.018 12.55 10.238
JPDVX JPMorgan Diversified-L 15.73 473.363 15.77 12.706
GCBLX Green Century Balanced 36.31 403.586 36.35 29.531
TWSMX American Century Strtgc Alloc:Mod-Inv 6.44 743.511 6.45 5.387
TIMRX TIAA-CREF Managed Allocation-Inv 12.62 902.681 12.63 10.298
SVBIX JHancock Balanced-I 28.79 5398.24 28.85 22.983
CPCZX Columbia Capital Alloc Mod-Adv 10.4 1096.566 10.4 8.573
BLUIX Blueprint Adaptive Grwth Allocation-Inst 14.37 164.508 14.37 11.176
JTSBX JHancock Multimanager Lifestyle Bal-R5 13.35 7838.186 13.37 11.034
USBSX USAA Cornerstone Moderate 15.45 1138.331 15.47 13.132
SMGAX SEI Conservative Strategy Alloc SAAT-F 11.83 16.495 11.95 10.522
GMDRX Nationwide Investor Destn Moderate-R 9.3 701.436 9.31 7.767
ABFAX AmerBeacon Balanced-A 12.18 111.038 12.317 10.246
RRRPX American Funds Retirement Inc-Mod R5 12.31 1450.229 12.33 10.507
LKBAX LKCM Balanced 27.75 116.634 27.83 23.188
PABYX Putnam Dynamic AssetAlloc Balanced-Y 16.93 2056.352 16.94 13.351
AABPX AmerBeacon Balanced-Inv 12.24 111.127 12.367 10.293
PDCZX PGIM Income Builder-Z 9.76 235.938 9.77 8.192
RURPX American Funds Retirement Inc-Mod R6 12.29 1450.257 12.31 10.483
RLBCX American Funds American Balanced-R3 34.74 229257.609 34.81 28.117
WGBAX Allspring Spectrum Moderate Growth-A 12.29 454.97 12.29 10.235
EAIFX Allspring Asset Allocation-Adm 15.61 1542.939 15.61 12.56
MBNAX MainStay Balanced-A 30.2 448.476 30.496 26.656
FTMRX Franklin Moderate Allocation-R 15.55 1688.092 15.55 12.638
RLBGX American Funds American Balanced-R6 34.98 229311.037 35.04 28.173
BAGPX BlackRock 60/40 Target Allocation-InvA 15.72 1651.197 15.72 12.727
HEIIX Hennessy Equity & Income-Inst 13.77 60.713 13.887 11.932
AZNAX Virtus Income & Growth-A 11.17 5012.001 11.17 9.266
CMMVX Catholic RespInv Magnus 60/40 Beta-Inv 10.5 459.162 10.52 8.592
IMGRX Transamerica AsstAllc Moderate Growth-R 13.14 1472.074 13.17 10.557
CMPVX Catholic RespInv Magnus 60/40 Alpha Inv 10.34 1360.175 10.36 8.526
OIBFX JPMorgan Investor Balanced-I 16.01 5472.971 16.02 13.356
WEBAX TETON Westwood Balanced-AAA 10.44 37.683 10.47 8.755
MACPX BlackRock Sustain Balanced-Inst 27.25 1647.178 27.26 21.859
FAAFX Fairholme Allocation\Disc 9.5 41.116 9.52 7.17
VGSTX Vanguard STAR-Inv 28.45 23511.763 28.46 23.174
STFBX State Farm Balanced 92.68 2450.941 92.68 75.166
VSMGX Vanguard LifeStrategy Moderate Grwth-Inv 32.27 21036.716 32.28 26.695
AOMIX American Century One Choice Mod-Inv 15.05 1814.518 15.08 12.498
VLAIX Value Line Asset Allocation-Inst 42.83 928.974 43.06 35.491
MBAIX MainStay Balanced-I 30.31 448.476 30.597 26.707
VLIIX Value Line Capital Appreciation-Inst 11.82 457.701 11.82 8.783
JILBX JHancock Multimanager Lifestyle Bal-1 13.22 7838.826 13.24 10.924
AADBX AmerBeacon Balanced-R5 15.05 111.059 15.208 12.641
HDOGX Hennessy Total Return-Inv 12.85 48.194 13.345 11.588
SWBGX Schwab MarketTrack Balanced 19.99 587.24 19.99 16.56
VLSMX VALIC Company I Moderate Grwth Lifestyle 13.97 1043.327 13.99 11.422
CLHRX Columbia Capital Alloc Mod Aggress-\Disc 11.25 1643.783 11.75 9.843
GPMIX GuidePath Multi-Asset Inc Allocaton-Ser 10.68 100.757 10.748 9.191
BALFX American Funds American Balanced-F1 34.93 229247.688 35 28.211
PAXWX Impax Sustainable Allocation-Inv 25.71 2327.105 25.75 21.424
RNCOX RiverNorth Core Opportunity-R 7.64 46.146 7.64 6.096
FOBAX Tributary Balanced-Inst 20.32 85.696 20.33 16.478
LABPX Lord Abbett Multi-Asset Balanced Opprt-P 11.72 1955.74 11.73 9.59
MAMFX MFS Moderate Allocation-R1 18.82 6674.325 18.85 15.971
BDHAX BlackRock Dynamic High Income-InvA 8.59 1072.771 8.59 7.252
TCSHX Transamerica Multi-Asset Income-C 13.93 706.762 13.93 11.726
CPAMX Columbia Capital Alloc Mod-Inst2\Disc 9.71 1056.652 10.1 8.641
ICMBX Intrepid Capital-Inv 11.7 45.441 11.817 10.034
VLAAX Value Line Asset Allocation-Inv 42.7 929.195 42.92 35.437
ASMRX American Century Strtgc Alloc:Mod-R 6.34 743.587 6.36 5.327
JFBUX JPMorgan Investor Growth & Income-R6 19 4633.359 19.02 15.302
CONWX Concorde Wealth Management Fund 18.57 39.163 18.59 16.534
ABPYX AB Sustainable Thematic Balanced-Adv 12.3 97.561 12.34 10.361
IBPIX Voya Balanced-I 15.2 312.358 15.2 12.386
DDIIX Delaware Wealth Builder-Inst 14.99 896.188 14.99 12.366
JDVSX JPMorgan Diversified-I 15.78 473.654 15.82 12.752
TASHX Transamerica Multi-Asset Income-A 13.98 706.743 13.98 11.711
MSFHX MFS Total Return-R3 19.67 7772.384 19.815 16.774
ACBYX AmerBeacon Balanced-Y 15.21 111.056 15.371 12.778
WGAFX Allspring Spectrum Growth-A 12.81 214.486 12.81 10.438
TSMPX TIAA-CREF Lifestyle Moderate-Prem 14.83 578.03 14.84 12.098
MBAYX MassMutual Balanced-Ser 13.33 104.948 13.33 10.831
RLBAX American Funds American Balanced-R1 34.64 229196.249 34.71 28.116
RBAEX American Funds Moderate Grwth & Inc-R4 17.96 14021.677 18 14.739
PWTYX UBS US Allocation-P 52.07 226.78 52.1 41.988
RCRPX American Funds Retirement Inc-Enhcd R1 13.37 1703.298 13.4 11.174
WMBLX WesMark Balanced 13.72 98.79 13.75 11.803
OAKBX Oakmark Equity & Income-Inv 34.37 6362.368 35.059 29.097
VBAIX Vanguard Balanced IxFd-I 48.04 54974.095 48.06 38.678
RBAAX American Funds Moderate Grwth & Inc-R1 17.88 14022.211 17.92 14.747
IBNYX Delaware Ivy Balanced-Y 22.62 1558.396 22.63 17.929
JANBX Janus Henderson Balanced-D 46.97 25298.512 46.97 37.274
BLUPX Blueprint Adaptive Grwth Allocation\Disc 12.05 128.296 12.22 11.18
OSTVX Osterweis Growth & Income 17.26 177.678 17.33 14.317
WWWEX Kinetics Global No Load 12.14 26.825 12.73 8.109
RVRPX American Funds Retirement Inc-Enhcd R6 13.41 1703.271 13.44 11.125
FSANX Fidelity Asset Manager 60 15.67 4224.93 15.69 12.931
THPBX BNY Mellon Balancd Opportunity-J 24.09 288.365 24.11 19.681
TBLIX Transamerica Multi-Managed Balanced-I 35.3 1299.771 35.31 28.16
NCBGX New Covenant Balanced Growth 123.76 357.48 124.26 101.027
MARRX MFS Moderate Allocation-R2 19.3 6673.341 19.34 16.325
GDMYX GuideStone Defensive Markets Strats-Inst 12.12 1488.324 12.12 10.373
FPUKX Fidelity Puritan-K 26.36 31156.73 26.38 20.372
RPBAX TRPrice Balanced-Inv 27.34 4691.271 27.37 22.061
FCISX Franklin Income-C 2.38 72313.685 2.39 2.079
APWKX AB Sustainable Thematic Balanced-K\Disc 12.34 98.161 12.36 10.332
USCRX USAA Cornerstone Moderately Aggressive 27.61 2740.867 27.64 23.072
MBAPX Praxis Genesis Balanced-A 15.66 94.004 15.68 12.952
QIBGX Federated Hermes MDT Balanced-Inst 22.33 225.158 22.36 17.647
PUDAX PGIM Real Assets-A 9.33 86.054 9.43 8.3
TPDIX Timothy Plan Defensive Strategies-I 13.78 74.788 13.97 12.415
FFIMX Fidelity Adv Asset Manager 50-I 20.55 9545.495 20.58 17.297
ETAMX Eventide Multi-Asset Income-A 13.85 381.048 13.91 11.736
MRSSX MassMutual 60/40 Allocation-R5 8.93 161.293 8.94 7.428
CFIAX Columbia Flexible Capital Income-A 13.25 1199.864 13.28 11.371
NBGPX Columbia Capital Alloc Mod Aggress-Inst 11.86 1745.863 11.86 9.485
ABGNX American Century Balanced-R5 19.48 942.62 19.49 15.716
ABINX American Century Balanced-I 19.49 942.614 19.49 15.716
DGSIX DFA Global Allocation 60/40-I 21.48 3795.58 21.5 18.009
JABRX Janus Henderson Balanced-S 46.8 25294.042 46.8 37.236
FITUX Delaware Total Return-Inst\Disc 13.73 2.397 14.64 13.24
BLPFX American Funds Moderate Grwth & Inc-F1 17.97 14029.484 18.01 14.742
JSLBX JHancock Multimanager Lifestyle Bal-R4 13.32 7844.281 13.34 11.019
ITRAX VY TRPrice Capital Appreciation-A 26.01 8434.419 26.01 21.672
PPLSX DWS Multi-Asset Moderate Allocation-S 9.85 21.511 9.87 8.166
LOGOX Scharf Multi-Asset Opportunity-Inst 35.6 49.185 35.98 30.791
RBACX American Funds Moderate Grwth & Inc-R3 17.91 14029.906 17.95 14.721
TCVCX Timothy Plan Conservative Growth-C 8.82 37.111 8.92 7.939
SWOBX Schwab Balanced 17.04 681.556 17.05 13.731
ABWRX AB All Market Total Return-R\Disc 14.64 442.717 14.64 12.474
DBORX BNY Mellon Balanced Opportunity-I 23.92 288.384 23.95 19.541
JABLX Janus Henderson VIT Balanced-Inst 50.21 8847.906 50.21 39.463
RLRPX American Funds Retirement Inc-Enhcd R3 13.34 1703.331 13.37 11.111
FASMX Fidelity Asset Manager 50 20.59 9545.442 20.62 17.334
TPDCX Timothy Plan Defensive Strategies-C 12.92 74.752 13.12 11.733
SRWAX SEI Market Growth Strategy SAAT-F 12.39 113.09 12.45 10.488
RBRPX American Funds Retirement Inc-Mod R1 12.2 1449.14 12.22 10.488
ITCSX VY TRPrice Capital Appreciation-S 28.09 8435.876 28.09 23.347
CBARX Calvert Balanced-R6 45.46 1248.859 45.47 35.409
RERPX American Funds Retirement Inc-Mod R2 12.22 1449.121 12.24 10.49
NBARX American Funds Retirement Inc-Mod A 12.26 1450.284 12.28 10.476
PAADX Putnam Dynamic AssetAlloc Balanced-R5 17.02 2056.237 17.03 13.423
IBARX Delaware Ivy Balanced-R6 22.69 1558.347 22.7 17.944
FBALX Fidelity Balanced 29.85 46982.11 29.87 23.613
HCMEX HCM Income Plus-A 18.26 764.641 18.26 13.544
RBAFX American Funds Moderate Grwth & Inc-R5 18 14021.424 18.04 14.749
VTAIX Virtus Tactical Allocation-I 11.38 654.68 11.39 8.896
VBINX Vanguard BalancexFd-Inv 48.04 54974.095 48.06 38.713
MBLDX MassMutual Balanced-R5 12.34 104.945 12.34 10.017
MTRCX MFS Total Return-C 19.85 7768.059 20.01 17.012
RLBBX American Funds American Balanced-R2 34.68 229260.812 34.75 28.155
TGCIX Timothy Plan Growth & Income-C 9.92 17.827 10.138 9.129
MMRIX MainStay Moderate Allocation-I 14.15 804.727 14.17 11.789
JIBOX JHancock Lifestyle Blend Balance 1 11.31 1255.252 11.32 9.394
RKRPX American Funds Retirement Inc-Mod R3 12.24 1450.305 12.26 10.48
CMMSX Catholic RespInv Magnus 60/40 Beta Inst 10.5 459.162 10.52 8.589
RXRPX American Funds Retirement Inc-Enhcd R5 13.42 1704.541 13.44 11.138
RBABX American Funds Moderate Grwth & Inc-R2 17.83 14022.546 17.87 14.707
WGBIX Allspring Spectrum Moderate Growth-Inst 12.32 454.957 12.32 10.241
CMPSX Catholic RespInv Magnus 60/40 Alpha Inst 10.35 1361.491 10.37 8.524
PSAJX Principal SAM Balanced-J 15.71 4583 15.74 12.791
OYMIX Invesco Select Risk Moderate Inv-Y 11.23 1813.263 11.27 9.518
OCMIX Invesco Select Risk Moderate Inv-C 10.79 1813.734 10.85 9.213
PACLX TRPrice Capital Appreciation-Adv 35.87 62021.739 35.97 29.923
OGBCX JPMorgan Investor Balanced-C 15.62 5470.639 15.64 13.101
FSAAX Fidelity Adv Asset Manager 60-A 15.57 4225.184 15.59 12.879
VCAAX VALIC Company I Asset Allocation 11.74 152.193 11.75 9.389
FAIGX Fidelity Adv Balanced-M 29.7 8692.804 29.72 23.572
HADAX Hartford Balanced HLS-IA 30.75 1691.01 30.8 25.338
MMDAX Madison Moderate Allocation-A 10.95 95.335 10.97 9.427
MMRAX MainStay Moderate Allocation-A 14.03 805.365 14.04 11.708
TCGAX Timothy Plan Conservative Growth-A 10.18 37.136 10.29 9.135
FABCX Fidelity Adv Balanced-C 28.89 8700.599 28.91 23.012
ASAMX American Century Strtgc Alloc:Mod-I 6.44 743.511 6.46 5.379
CMAAX Calvert Moderate Allocation-A 21.59 389.807 21.62 17.747
EVMLX E-Valuator Moderate 50-70 RMS-S 10.58 150.876 10.58 8.93
IBLLX Transamerica Multi-Managed Balanced-C 34.23 1299.816 34.23 27.486
MPBLX BNY Mellon Asset Allocation-M 13.54 446.341 13.55 11
TBLRX Transamerica Balanced II-R 12.94 114.139 12.94 10.359
IBALX Transamerica Multi-Managed Balanced-A 35.09 1299.853 35.1 28.034
IMLAX Transamerica AsstAllc Moderate Growth-A 13.13 1472.083 13.17 10.553
IMOAX Transamerica AsstAllc Moderate-A 11.73 884.894 11.76 9.802
DOXBX Dodge & Cox Balanced-X 103.54 14416.081 104.14 88.112
VDAFX VALIC Company I Dynamic Allocation 10.21 144.227 10.22 8.241
BALCX American Funds American Balanced-C 34.68 229194.226 34.75 28.154
PAAEX Putnam Dynamic AssetAlloc Balanced-R6 16.93 2056.352 16.94 13.344
JHLAX JHancock Multimanager Lifestyle Bal-5 13.23 7838.775 13.25 10.93
IIMDX Voya Strategic Allocation Moderate-I 12.94 132.565 12.94 10.553
MTRBX MFS Total Return-B 19.72 7768.319 19.88 16.903
PABAX Putnam Dynamic AssetAlloc Balanced-A 16.88 2056.423 16.89 13.335
AZNCX Virtus Income & Growth-C 9.72 5008.347 9.72 8.109
WFALX Allspring Index Asset Allocation-C 24.12 1343.812 24.12 19.275
TMAIX Thrivent Moderate Allocation-S 16.01 3721.06 16.02 13.04
PGPCX George Putnam Balanced-C 25.31 2026.005 25.32 19.975
AIGPX Virtus Income & Growth-P\Disc 11.36 4950.086 11.456 9.746
SVBAX JHancock Balanced-A 28.83 5398.187 28.89 23.063
RAGIX RiverFront Asset Allocation Gr & Inc-A 13.89 78.775 13.91 11.302
FTMTX Franklin Moderate Allocation-C 14.94 1687.712 14.94 12.192
AMBFX American Funds American Balanced-F2 34.93 229247.688 35 28.165
EIIFX Eaton Vance Balanced-I 11.87 915.889 11.87 9.175
JDVZX JPMorgan Diversified-R6 15.72 473.365 15.76 12.7
AYBLX Pioneer Balanced ESG-Y 11.12 429.925 11.14 9.116
EVIFX Eaton Vance Balanced-A 11.86 915.118 11.86 9.181
CFCRX Columbia Flexible Capital Income-Adv 13.4 1200.714 13.42 11.47
PAXIX Impax Sustainable Allocation-Inst 26.3 2327.608 26.34 21.868
MMABX MFS Moderate Allocation-B 19.6 6676.172 19.64 16.638
WFATX Allspring Index Asset Allocation-Inst 41.53 1344.16 41.53 32.943
THMAX Thrivent Moderate Allocation-A 15.96 3721.154 15.97 13.021
JABCX Janus Henderson Balanced-C 46.19 25297.569 46.19 36.89
OGIAX JPMorgan Investor Balanced-A 15.96 5469.668 15.97 13.341
PUDZX PGIM Real Assets-Z 9.36 86.053 9.46 8.299
PGEOX George Putnam Balanced-A 25.64 2025.704 25.65 20.137
MRSLX MassMutual 60/40 Allocation-Adm 8.99 161.283 9 7.485
LMRNX 1919 Socially Responsive Balanced-I 30.8 855.843 30.84 23.674
WFGBX Allspring Growth Balanced-A\Disc 46.82 189.176 46.82 40.139
CFIZX Columbia Flexible Capital Income-Inst 13.24 1199.868 13.27 11.34
QABGX Federated Hermes MDT Balanced-A 22.24 225.064 22.27 17.617
TSGAX Timothy Plan Strategic Growth-A 9.52 32.605 9.68 8.364
ECIFX Eaton Vance Balanced-C 11.93 915.057 11.93 9.285
SIBLX Touchstone Balanced-Y 26.81 929.157 26.89 22.054
CLAIX Calvert Moderate Allocation-I 21.62 389.802 21.64 17.736
FKIQX Franklin Income-A 2.33 72320.169 2.33 2.023
FBLAX Franklin Managed Income-A 12.44 3469.317 12.482 10.87
EVFTX E-Valuator Conservative/Moderate 30-50 R 10.47 30.416 10.47 9.193
ABUAX Columbia Capital Alloc Mod-A 10.6 1096.326 10.61 8.759
BLPAX American Funds Moderate Grwth & Inc-A 17.95 14021.751 17.99 14.737
ABWAX AB All Market Total Return-A 15.04 441.077 15.07 12.649
ABPAX AB Sustainable Thematic Balanced-A 12.18 97.487 12.23 10.279
AZNIX Virtus Income & Growth-I 11.79 5009.618 11.79 9.764
DBOAX BNY Mellon Balancd Opportunity-A 24.07 288.368 24.09 19.691
JBAWX JHancock Balanced-R6 28.84 5398.185 28.9 23.005
BCGPX BlackRock 60/40 Target Allocation-InvC 15.32 1650.699 15.32 12.464
NVGBX Allspring Growth Balanced-Adm\Disc 39.43 189.176 39.43 33.788
TSHIX Transamerica Multi-Asset High Income-I 13.99 706.74 13.99 11.7
TGIAX Timothy Plan Growth & Income-A 10.35 17.808 10.558 9.483
CLBAX American Funds American Balanced-529A 34.89 229315.917 34.96 28.176
MCCPX BlackRock Sustain Balanced-InvC 22.03 1646.698 22.04 17.803
EAAFX Allspring Asset Allocation-A 15.06 1542.596 15.06 12.14
FPPAX MFS Prudent Investor-A 11.74 33.642 11.83 10.347
SSIAX 1919 Socially Responsive Balanced-A 30.76 855.571 30.8 23.693
ONECX JPMorgan Investor Growth & Income-C 18.65 4631.634 18.67 15.125
FZAAX Fidelity Adv Balanced-Z 30 8677.62 30.03 23.718
MBLAX Madison Diversified Income-A 12.63 138.336 12.715 11.473
ASMDX American Century Strtgc Alloc:Mod-R6 6.43 744.684 6.44 5.363
HCMLX HCM Income Plus-I 18.33 765.008 18.33 13.579
IMDRX Transamerica AsstAllc Moderate-R 11.69 884.919 11.72 9.774
SCORX Sextant Core 16.56 25.465 16.68 14.102
CBLAX Columbia Balanced-A 53.35 9498.7 53.35 42.157
PSBIX Principal SAM Balanced-Inst 16.13 4585.017 16.15 13.119
CMALX Crawford Multi-Asset Income 25.08 126.742 25.249 21.742
NBIAX Columbia Capital Alloc Mod Aggress-A 11.9 1745.789 11.9 9.542
IBNAX Delaware Ivy Balanced-A 22.62 1558.396 22.62 17.929
IMLLX Transamerica AsstAllc Moderate Growth-C 13.4 1471.816 13.44 10.831
IMOLX Transamerica AsstAllc Moderate-C 11.94 885.507 11.96 10.034
MNBIX Manning & Napier Pro-Blend ExtendTerm-I 19.6 561.826 19.63 16.63
DDIAX Delaware Wealth Builder-A 14.99 896.188 14.99 12.379
CGBRX Columbia Capital Alloc Mod Aggress-Adv 12.07 1745.479 12.07 9.655
CBAIX Calvert Balanced-I 45.49 1248.851 45.51 35.454
RBLSX Russell Inv LifePoints Balanced Strat-S 10.76 669.855 10.78 8.895
PLUSX DWS Multi-Asset Moderate Allocation-A 9.86 21.511 9.88 8.197
RLIIX RiverFront Asset Allocation Gr & Inc-I 13.85 78.72 13.87 11.254
ABWYX AB All Market Total Return-Adv 15.26 441.305 15.29 12.808
JFQUX JPMorgan Investor Balanced-R6 15.99 5469.587 16.01 13.322
PSQGX Port Street Quality Growth-Inst 17.26 221.032 17.46 15.124
HBAAX Hartford Moderate Allocation-A 12.67 317.926 12.68 10.414
PRPHX Permanent Portfolio Permanent-C 55 3271.021 55.22 45.367
JCLBX JHancock Multimanager Lifestyle Bal-C 13.35 7838.186 13.37 11.119
FRIAX Franklin Income-Adv 2.31 72322.864 2.319 2.009
ONGIX JPMorgan Investor Growth & Income-A 19.46 4632.375 19.48 15.726
BDHIX BlackRock Dynamic High Income-Inst 8.58 1072.775 8.59 7.229
WGBFX Allspring Spectrum Moderate Growth-C 12.57 454.853 12.57 10.521
VBIAX Vanguard Balanced IxFd-Admr 48.03 54974.176 48.05 38.671
WGCFX Allspring Spectrum Growth-C 13.11 214.431 13.11 10.743
RLGAX RiverFront Asset Allocation Gr & Inc-Inv 13.91 78.774 13.93 11.313
MSFRX MFS Total Return-A 19.65 7772.42 19.785 16.754
PGEBX George Putnam Balanced-B 25.27 2026.043 25.28 19.946
LABFX Lord Abbett Multi-Asset Balanced Opprt-A 11.8 1957.301 11.8 9.642
HBAIX Hartford Moderate Allocation-I 12.73 317.911 12.74 10.447
MAMJX MFS Moderate Allocation-R4 19.83 6675.71 19.87 16.714
LOWIX Ladenburg Growth & Income-I 14.63 167.11 14.63 11.984
CBDYX Columbia Balanced Inst3 53.9 9499.39 53.9 42.494
NAINX Virtus Tactical Allocation-A 11.41 654.66 11.43 8.941
OANBX Oakmark Equity & Income-Inst 34.32 6360.56 35.005 29.012
JDBAX Janus Henderson Balanced-A 46.81 25299.448 46.81 37.195
RBLAX Russell Inv LifePoints Balanced Strat-A 10.53 669.882 10.55 8.709
JDVAX JPMorgan Diversified-A 15.62 473.391 15.66 12.645
OAYBX Oakmark Equity & Income-Adv 34.33 6360.56 35.008 29.023
CBLCX Columbia Balanced-C 53.08 9497.445 53.08 42.165
QKBGX Federated Hermes MDT Balanced-R6 22.26 225.062 22.29 17.591
JALBX JHancock Multimanager Lifestyle Bal-A 13.37 7844.005 13.38 11.072
NBICX Columbia Capital Alloc Mod Aggress-C 11.93 1744.25 11.93 9.614
TPPAX TRPrice Spectrum Moderate Allocation-I 24.61 2110.974 24.63 20.375
MXCJX Empower SecureFoundation Balanced-Inst 7.99 830.624 7.99 6.684
SCBPX Principal SAM Balanced-C 16.08 4585.132 16.1 13.177
FSCNX Fidelity Adv Asset Manager 60-C 15.29 4223.144 15.32 12.722
TPDAX Timothy Plan Defensive Strategies-A 13.75 74.735 13.95 12.418
PWTAX UBS US Allocation-A 50.54 226.712 50.57 40.834
WEBCX TETON Westwood Balanced-A 10.54 37.718 10.57 8.843
LOWAX Ladenburg Growth & Income-A 14.56 167.118 14.56 11.944
FCFWX American Funds Retirement Inc-Enhcd F1 13.39 1703.288 13.42 11.146
WBBIX TETON Westwood Balanced-I 10.42 37.72 10.45 8.729
SBBAX Franklin Multi-Asset Conserv Growth-I 14.48 291.332 14.48 11.927
BLATX Lord Abbett Multi-Asset Balanced Opprt-R 11.83 1957.25 11.83 9.645
JABNX Janus Henderson Balanced-N 46.94 25298.688 46.94 37.21
RBAIX TRPrice Balanced-I 27.32 4691.308 27.35 22.03
FABLX Fidelity Adv Balanced-A 29.21 8684.863 29.24 23.148
SABPX Principal SAM Balanced-A 16.51 4584.233 16.54 13.458
RNCIX RiverNorth Core Opportunity-I 7.63 46.147 7.63 6.085
FKINX Franklin Income-A1 2.33 72320.169 2.34 2.031
CSIFX Calvert Balanced-A 44.38 1248.627 44.4 34.643
FSATX Fidelity Adv Asset Manager 60-M 15.47 4222.691 15.49 12.819
ALIBX ALPS/Smith Balanced Opportunity-Inv 12.87 26.595 12.88 10.341
FFAMX Fidelity Adv Asset Manager 50-A 20.49 9550.225 20.53 17.28
FFCMX Fidelity Adv Asset Manager 50-C 20.29 9569.434 20.32 17.198
ALPBX ALPS/Smith Balanced Opportunity-I 12.87 26.595 12.87 10.323
MXSBX Empower SecureFoundation Balanced-Inv 13.49 830.74 13.49 11.307
FFTMX Fidelity Adv Asset Manager 50-M 20.48 9554.923 20.51 17.301
ETCMX Eventide Multi-Asset Income-C 13.74 380.788 13.808 11.707
TSMLX TIAA-CREF Lifestyle Moderate-Inv 14.75 578.064 14.76 12.048
ETIMX Eventide Multi-Asset Income-I 13.82 380.776 13.887 11.694
ETNMX Eventide Multi-Asset Income-N 13.82 380.776 13.879 11.702
HBACX Hartford Moderate Allocation-C 12.6 317.688 12.62 10.422
MXITX Empower Moderate Profile-Inst 10.72 1697.308 10.72 9.053
MSFJX MFS Total Return-R4 19.67 7768.411 19.807 16.753
PABFX PGIM Balanced-Z 18.17 1017.355 18.19 14.533
HCKCX Hartford Checks & Balances-C 9.92 1398.928 9.93 8.214
MXMPX Empower Moderate Profile-Inv 6.62 1696.481 6.62 5.601
PABBX Putnam Dynamic AssetAlloc Balanced-B 16.88 2056.423 16.89 13.403
RBAGX American Funds Moderate Grwth & Inc-R6 18 14021.424 18.04 14.744
WBCCX TETON Westwood Balanced-C 10.69 37.682 10.72 9.015
ACOAX American Century Strtgc Alloc:Mod-A 6.41 743.534 6.42 5.367
MTRIX MFS Total Return-I 19.64 7768.464 19.777 16.722
VWENX Vanguard Wellington-Admr 77.69 112194.463 77.71 63.076
CLBFX American Funds American Balanced-529F 34.84 229252.427 34.91 28.111
MDCPX BlackRock Sustain Balanced-InvA 27.06 1646.685 27.08 21.75
FBFRX Franklin Managed Income-R6 12.48 3469.253 12.519 10.876
WFGWX Allspring Growth Balanced-C\Disc 38.33 189.176 38.33 32.94
HCMKX HCM Income Plus-Inv 17.72 764.669 17.72 13.215
POCAX Aristotle Portfolio Optim Mod-A 11.51 738.544 11.51 9.52
MMACX MFS Moderate Allocation-C 19.38 6673.193 19.42 16.448
NTAIX Navigator Tactical US Allocation-I 11.33 65.685 11.33 8.775
EAAIX Allspring Asset Allocation-Inst 15.15 1542.482 15.15 12.18
MMRCX MainStay Moderate Allocation-C 13.77 804.329 13.79 11.57
IRMGX Voya Retirement Moderate Growth-A 11.31 1262.875 11.31 9.26
LOWCX Ladenburg Growth & Income-C 14.06 167.055 14.06 11.601
FHFWX American Funds Retirement Inc-Mod F2 12.28 1450.268 12.3 10.48
FNCFX Franklin Income-R6 2.32 72321.59 2.33 2.018
SBACX Touchstone Balanced-C 27.11 928.729 27.19 22.447
AOBLX Pioneer Balanced ESG-A 11.04 429.956 11.05 9.058
CMACX Calvert Moderate Allocation-C 20.15 389.872 20.17 16.64
ITRIX VY TRPrice Capital Appreciation-I 28.14 8435.753 28.14 23.348
FBFZX Franklin Managed Income-Adv 12.47 3469.266 12.519 10.881
TRAIX TRPrice Capital Appreciation-I 36.49 62016.582 36.59 30.361
TIGIX Timothy Plan Growth & Income-I 10.44 17.825 10.641 9.546
TIMIX TIAA-CREF Managed Allocation-Inst 12.56 902.003 12.57 10.239
IRACX CIM Real Assets & Credit-I 23.48 296.205 23.574 22.726
PCBCX Pioneer Balanced ESG-C 10.91 429.61 10.93 8.998
EVFMX E-Valuator Moderate 50-70 RMS-R4 10.56 150.878 10.56 8.938
CSGCX Calvert Balanced-C 42.58 1248.612 42.59 33.416
MAMAX MFS Moderate Allocation-A 19.86 6675.641 19.89 16.764
JTBIX JHancock Multimanager Lifestyle Bal-I 13.24 7844.7 13.25 10.939
FMTIX Franklin Moderate Allocation-A 15.59 1688.038 15.59 12.656
CBDRX Columbia Balanced-Adv 53.88 9499.421 53.88 42.501
GCBUX Green Century Balanced-Inst 36.42 403.577 36.46 29.562
CBLRX Columbia Balanced-R 53.36 9498.667 53.36 42.243
CBPRX Pioneer Balanced ESG-R 11.04 429.563 11.06 9.083
BLPEX American Funds Moderate Grwth & Inc-F2 17.99 14029.339 18.03 14.734
MSFKX MFS Total Return-R6 19.65 7772.42 19.775 16.713
PCBKX Pioneer Balanced ESG-K 11 429.578 11.02 9.005
SEBLX Touchstone Balanced-A 27.07 929.086 27.15 22.301
GMDIX Nationwide Investor Destn Moderate-R6 9.65 701.975 9.66 8.013
WFAIX Allspring Index Asset Allocation-Adm 41.59 1344.139 41.59 33.029
SFAAX Allspring Index Asset Allocation-A 41.58 1344.14 41.58 33.056
SVBCX JHancock Balanced-C 28.79 5396.369 28.86 23.148
TSMTX TIAA-CREF Lifestyle Moderate-Ret 14.76 578.061 14.77 12.056
AWIIX CIBC Atlas Income Opportunities-Inst 15.67 692.26 15.7 13.224
ABALX American Funds American Balanced-A 34.96 229245.999 35.03 28.229
CLREX Columbia Balanced-Inst2 53.25 9498.895 53.25 41.999
FISRX Franklin Income-R 2.28 72327.071 2.28 1.986
FITRX Delaware Total Return-A\Disc 13.66 2.397 14.57 13.18
MMAIX MFS Moderate Allocation-I 20.22 6678.241 20.26 17.034
IYBIX Delaware Ivy Balanced-I 22.63 1558.388 22.64 17.907
CBMZX Columbia Capital Alloc Mod-Inst 10.58 1096.352 10.59 8.733
DBALX Davenport Balanced Income 12.78 226.062 12.919 11.116
HEIFX Hennessy Equity & Income-Inv 14.69 60.702 14.831 12.758
NADMX Nationwide Investor Destn Moderate-A 9.73 701.927 9.74 8.103
HCKAX Hartford Checks & Balances-A 9.99 1398.89 10.01 8.225
PIBAX PGIM Balanced-A 18 1017.452 18.01 14.416
FGFWX American Funds Retirement Inc-Enhcd F2 13.4 1703.274 13.43 11.133
RLEFX American Funds American Balanced-R5E 34.93 229313.706 35 28.166
AFMBX American Funds American Balanced-F3 34.94 229246.921 35.01 28.153
ABLSX AmericanBeacon Balanced Adv 13.6 111.009 13.755 11.454
MMRDX MainStay Moderate Allocation Inv 14.05 804.777 14.07 11.75
TSMHX TIAA-CREF Lifestyle Moderate-Adv 14.78 578.052 14.79 12.053
MBINX MainStay Balanced Inv 30.21 448.476 30.516 26.708
CAMRX Calvert Moderate Allocation-R6 21.61 389.803 21.63 17.718
PAPIX Princeton Adaptive Premium-I 10.3 2.338 10.3 9.706
SRSNX Sierra Tactical Risk Spectrum 70-Inv 28.07 39.802 28.07 24.003
SRSJX Sierra Tactical Risk Spectrum 70-Inst 28.13 39.815 28.13 23.95
EVERX Bow River Capital Evergreen-I 45.83 552.49 45.83 40.68
HFLEX First Trust Hedged Strategies-I 10.74 51.554 10.75 9.725
KADIX Kensington Active Advantage Ins 10.05 11.377 10.05 8.799
ICMVX Intrepid Capital-Inst 11.76 45.441 11.87 10.069
ABWIX AB All Market Total Return I 15.56 441.215 15.59 12.613
TIICX Timothy Plan Conservative Growth I\Disc 10.42 40.973 10.42 10.42
ISGJX Voya Solution Balanced Port I 9.5 56.015 9.5 7.77
FORTX Abraham Fortress I 10.65 68.332 10.68 8.948
SMICX Saratoga Moderately Cnsrv Bal Allc I 10.79 0.841 10.82 9.248
POMDX Aristotle Portfolio Optim Mod-I2 11.67 739.094 11.67 9.634
SAMIX Saratoga Moderately Agrsv Bal Allc I 11.62 1.104 11.65 9.812
TSUMX Thornburg Summit I 13.14 107.486 13.15 10.845
TSIMX TIAA-CREF Lifestyle Moderate Instl 14.78 578.052 14.79 12.054
APWIX AB Sustainable Thematic Balanced-I 12.46 97.473 12.51 10.495
ABLOX Alger Balanced-I2 21.35 61.153 21.36 17.025
HFIGX Hartford Schroders Diversified Growth-I 11.56 76.622 11.56 9.491
NWWJX Nationwide Inv Dest Mod Instl Svc 9.63 701.988 9.64 8.007
FOBPX Tributary Balanced-Inst Plus 19.98 85.707 19.99 16.169
BREVX Bow River Capital Evergreen II\Disc 45.54 552.437 45.54 40.53
HDGAX First Trust Hedged Strategies-A 10.7 51.554 10.71 9.736
ARACX CIM Real Assets & Credit A 23.24 296.203 23.379 22.533
RACRX CIM Real Assets & Credit C 22.52 296.073 22.774 21.933
LRACX CIM Real Assets & Credit L 22.99 296.332 23.158 22.317
AOGFX AOG-Inst 16.26 67.941 16.26 14.795