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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
6/29/26
Vanguard LifeStrategy Moderate Growth Fund
VSMGX | Fund | Investor
$36.54
-1.11%
$24.51 B
1.98%
$0.72
16.25%
13.16%
6.45%
8.39%
0.10%
Vanguard Star Fund
VGSTX | Fund | Investor
$30.69
+0.72%
$24.08 B
1.81%
$0.56
15.85%
12.45%
5.50%
9.35%
0.29%
iShares Core 60/40 Balanced Allocation ETF
AOR | ETF |
$68.87
-0.22%
$3.65 B
1.79%
$1.23
15.34%
13.45%
6.71%
8.52%
0.20%
Victory Cornerstone Moderately Aggressive Fund (Formerly USAA Cornerstone Moderately Aggressive Fund)
USCRX | Fund | Other
$29.74
-0.30%
$3.06 B
1.82%
$0.54
17.45%
12.85%
6.40%
7.33%
1.18%
State Farm Balanced Fund
STFBX | Fund | Other
$101.48
+0.17%
$2.82 B
1.90%
$1.93
21.02%
15.60%
9.89%
10.43%
0.17%
ONE CHOICE PORTFOLIO: MODERATE
AOMIX | Fund | Investor
$16.89
+0.06%
$1.79 B
2.15%
$0.36
12.01%
11.13%
5.12%
8.01%
0.87%
Lifestyle Blend Balanced Portfolio
JABMX | Fund | A
$13.73
-0.22%
$1.52 B
0.50%
$0.07
15.16%
12.24%
5.55%
-
1.07%
INVESCO V.I. EQUITY AND INCOME FUND
UEIIX | Fund | Other
$19.33
+0.26%
$1.38 B
1.80%
$0.35
14.31%
12.52%
7.42%
9.23%
0.82%
John Hancock Tax-Advantaged Dividend Income Fund
XHTDX | Fund | Other
$27.06
+0.78%
$1.37 B
7.01%
$1.90
16.70%
16.95%
9.55%
7.70%
1.56%
Victory Cornerstone Moderate Fund (Formerly USAA Cornerstone Moderate Fund)
USBSX | Fund | Other
$16.74
-0.18%
$1.26 B
1.98%
$0.33
15.05%
11.35%
5.37%
6.48%
1.21%
John Hancock Premium Dividend Fund
XPDTX | Fund | Other
$14.57
+0.48%
$1.09 B
6.79%
$0.99
15.51%
16.40%
8.18%
7.25%
1.82%
Moderate Allocation Lifestyle Fund
VLSMX | Fund | Other
$15.92
-0.13%
$1.04 B
3.03%
$0.48
13.25%
12.44%
6.12%
5.57%
0.57%
State Street Total Return V.I.S. Fund
SSTTX | Fund | Other
$18.26
-0.44%
$1.02 B
2.12%
$0.39
16.74%
13.76%
6.36%
4.30%
0.95%
VanEck Real Assets ETF
RAAX | Active ETF
$39.41
-1.00%
$969.68 M
2.07%
$0.82
30.31%
20.45%
13.14%
-
0.89%
Nuveen Managed Allocation Fund
TIMRX | Fund | A
$13.98
+0.72%
$950.10 M
1.78%
$0.25
13.39%
12.23%
5.57%
8.22%
0.79%
Schwab Balanced Fund
SWOBX | Fund | Other
$18.76
+0.81%
$770.21 M
1.88%
$0.35
12.46%
12.20%
6.11%
8.81%
0.53%
Schwab MarketTrack Balanced Portfolio
SWBGX | Fund | Other
$21.23
+0.62%
$660.39 M
2.35%
$0.50
15.32%
12.61%
6.56%
8.13%
0.49%
Mairs & Power Balanced Fund
MAPOX | Fund | Other
$118.57
-0.04%
$658.18 M
2.17%
$2.57
9.55%
9.20%
3.75%
7.10%
0.72%
Flat Rock Opportunity Fund
FROPX | Fund | Other
$14.35
-0.21%
$419.15 M
13.38%
$1.92
-3.05%
8.33%
6.97%
-
7.62%
Multi-Asset Diversified Income Index Fund
MDIV | ETF |
$16.54
+0.62%
$411.46 M
11.52%
$1.91
12.36%
11.98%
6.30%
4.95%
0.83%
Source Capital Inc.
XSORX | Fund | Other
$49.23
-0.18%
$409.10 M
5.08%
$2.50
13.09%
13.53%
8.83%
9.40%
0.91%
Cohen & Steers Closed-End Opportunity Fund Inc
XFOFX | Fund | Other
$13.46
+0.15%
$383.70 M
7.76%
$1.04
17.98%
17.84%
8.06%
9.29%
0.95%
MoA Moderate Allocation Fund
MAMOX | Fund | Other
$14.66
-0.07%
$381.79 M
1.97%
$0.29
14.15%
13.17%
-
-
0.38%
New Covenant Balanced Growth Fund
NCBGX | Fund | Other
$130.95
+0.14%
$376.84 M
2.10%
$2.75
13.70%
13.03%
6.97%
8.99%
0.93%
CIM Real Assets & Credit Fund - CIM Real Assets & Cr Fd USD Cls I
IRACX | Fund | Other
$21.59
-0.09%
$319.14 M
7.23%
$1.56
5.14%
2.85%
3.71%
-
9.98%
State Street® Global Allocation ETF
GAL | Active ETF
$52.41
-0.03%
$306.34 M
3.41%
$1.79
15.16%
12.90%
6.55%
8.13%
0.35%
Davenport Balanced Income Fund
DBALX | Fund | Other
$13.83
+0.29%
$285.13 M
2.54%
$0.35
9.48%
9.04%
4.49%
5.92%
0.93%
Potomac Tactical Rotation Fund
CRTBX | Fund | Other
$11.78
-0.42%
$260.27 M
0.83%
$0.10
19.11%
9.50%
5.61%
-
1.58%
Gadsden Dynamic Multi-Asset ETF
GDMA | Active ETF
$42.90
+1.06%
$203.51 M
2.51%
$1.08
25.94%
16.57%
8.22%
-
0.75%
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