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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
11/10/26
Vanguard LifeStrategy Moderate Growth Fund
VSMGX | Fund | Investor
$36.05
+0.11%
$24.11 B
2.01%
$0.72
7.03%
13.50%
5.40%
8.06%
0.10%
Vanguard Star Fund
VGSTX | Fund | Investor
$30.48
+0.03%
$23.32 B
1.83%
$0.56
7.85%
13.43%
4.64%
8.99%
0.29%
Lifestyle Growth Portfolio
JHGPX | Fund | Other
$13.83
+0.22%
$5.28 B
0.22%
$0.03
6.99%
12.72%
2.15%
7.00%
0.96%
iShares Core 60/40 Balanced Allocation ETF
AOR | ETF |
$68.02
-0.51%
$3.89 B
1.85%
$1.26
7.82%
14.18%
6.19%
8.21%
0.20%
Victory Cornerstone Moderately Aggressive Fund (Formerly USAA Cornerstone Moderately Aggressive Fund)
USCRX | Fund | Other
$29.07
+0.07%
$2.96 B
1.86%
$0.54
7.97%
12.83%
5.30%
6.90%
1.18%
State Farm Balanced Fund
STFBX | Fund | Other
$102.85
0.00%
$2.79 B
1.87%
$1.93
12.06%
16.22%
9.06%
10.46%
0.17%
ONE CHOICE PORTFOLIO: MODERATE
AOMIX | Fund | Investor
$16.63
0.00%
$1.65 B
1.63%
$0.27
5.91%
12.44%
4.28%
7.80%
0.87%
Lifestyle Blend Balanced Portfolio
JABMX | Fund | A
$13.40
-2.40%
$1.52 B
1.45%
$0.19
7.05%
12.64%
4.43%
-
1.07%
VanEck Real Assets ETF
RAAX | Active ETF
$38.43
-1.23%
$1.41 B
2.12%
$0.82
13.66%
18.98%
10.99%
-
0.71%
INVESCO V.I. EQUITY AND INCOME FUND
UEIIX | Fund | Other
$17.89
-0.17%
$1.41 B
1.90%
$0.34
9.36%
13.11%
6.21%
8.50%
0.82%
John Hancock Tax-Advantaged Dividend Income Fund
XHTDX | Fund | Other
$25.59
-0.66%
$1.29 B
7.41%
$1.90
4.80%
16.99%
7.68%
7.80%
1.56%
Victory Cornerstone Moderate Fund (Formerly USAA Cornerstone Moderate Fund)
USBSX | Fund | Other
$16.29
+0.06%
$1.21 B
2.21%
$0.36
6.41%
11.40%
4.37%
6.05%
1.21%
State Street Total Return V.I.S. Fund
SSTIX | Fund | Other
$18.07
+0.11%
$1.09 B
2.40%
$0.43
8.35%
14.35%
5.53%
4.13%
0.70%
John Hancock Premium Dividend Fund
XPDTX | Fund | Other
$13.61
-0.66%
$1.02 B
7.79%
$1.06
3.41%
15.64%
6.29%
7.14%
1.82%
Moderate Allocation Lifestyle Fund
VLSMX | Fund | Other
$15.79
0.00%
$983.79 M
3.05%
$0.48
6.08%
12.99%
5.14%
5.20%
0.60%
Nuveen Managed Allocation Fund
TIMRX | Fund | A
$13.53
+0.15%
$909.59 M
1.99%
$0.27
4.73%
12.20%
4.40%
7.72%
0.81%
Schwab Balanced Fund
SWOBX | Fund | Other
$18.29
+0.16%
$738.32 M
1.93%
$0.35
3.64%
12.15%
4.53%
8.36%
0.53%
Schwab MarketTrack Balanced Portfolio
SWBGX | Fund | Other
$20.88
+0.05%
$646.75 M
2.39%
$0.50
7.20%
13.00%
5.31%
7.77%
0.49%
Mairs & Power Balanced Fund
MAPOX | Fund | Other
$120.22
-0.42%
$623.70 M
2.04%
$2.45
10.20%
11.39%
3.16%
7.32%
0.72%
Multi-Asset Diversified Income Index Fund
MDIV | ETF |
$16.12
+0.50%
$418.22 M
5.75%
$0.93
9.38%
10.36%
5.99%
5.13%
0.83%
Source Capital Inc.
XSORX | Fund | Other
$50.35
-0.51%
$409.90 M
4.96%
$2.50
11.39%
14.42%
9.30%
9.31%
0.91%
MoA Moderate Allocation Fund
MAMOX | Fund | Other
$14.44
+0.14%
$396.42 M
1.38%
$0.20
6.78%
13.41%
-
-
0.38%
Flat Rock Opportunity Fund
FROPX | Fund | Other
$13.43
-0.15%
$367.07 M
13.40%
$1.80
-5.36%
4.91%
5.26%
-
7.62%
New Covenant Balanced Growth Fund
NCBGX | Fund | Other
$129.35
+0.15%
$361.03 M
1.50%
$1.94
6.34%
13.16%
5.75%
8.62%
0.93%
Cohen & Steers Closed-End Opportunity Fund Inc
XFOFX | Fund | Other
$12.62
+1.04%
$354.20 M
8.27%
$1.04
6.64%
16.65%
6.37%
8.77%
0.95%
State Street® Global Allocation ETF
GAL | Active ETF
$52.22
+1.44%
$327.96 M
2.17%
$1.13
8.30%
13.69%
5.92%
8.12%
0.35%
CIM Real Assets & Credit Fund - CIM Real Assets & Cr Fd USD Cls I
IRACX | Fund | Other
$20.07
+0.05%
$319.14 M
7.77%
$1.56
-1.32%
1.72%
2.15%
-
9.98%
Davenport Balanced Income Fund
DBALX | Fund | Other
$13.98
-0.57%
$282.28 M
2.54%
$0.35
7.93%
10.79%
4.15%
6.04%
0.93%
Crawford Multi-Asset Income Fund
CMALX | Fund | Other
$27.01
-0.48%
$206.78 M
4.10%
$1.11
9.25%
11.12%
6.12%
-
1.21%
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