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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
11/13/26
Vanguard LifeStrategy Moderate Growth Fund
VSMGX | Fund | Investor
$36.47
-0.60%
$24.11 B
2.01%
$0.72
7.97%
13.87%
5.69%
8.22%
0.10%
Vanguard Star Fund
VGSTX | Fund | Investor
$30.77
-0.74%
$23.32 B
1.83%
$0.56
8.49%
13.70%
4.92%
9.10%
0.29%
Lifestyle Growth Portfolio
JHGPX | Fund | Other
$14.00
-0.14%
$5.28 B
0.22%
$0.03
8.23%
12.30%
2.50%
7.10%
0.96%
iShares Core 60/40 Balanced Allocation ETF
AOR | ETF |
$67.93
-0.18%
$3.89 B
1.85%
$1.26
7.97%
13.99%
6.01%
8.19%
0.20%
Victory Cornerstone Moderately Aggressive Fund (Formerly USAA Cornerstone Moderately Aggressive Fund)
USCRX | Fund | Other
$29.42
-0.61%
$2.96 B
1.86%
$0.54
8.94%
12.51%
5.57%
7.17%
1.18%
State Farm Balanced Fund
STFBX | Fund | Other
$104.20
-0.33%
$2.79 B
1.87%
$1.93
12.96%
16.41%
9.44%
10.55%
0.17%
ONE CHOICE PORTFOLIO: MODERATE
AOMIX | Fund | Investor
$16.80
-0.18%
$1.65 B
1.63%
$0.27
6.85%
11.67%
4.18%
7.82%
0.87%
Lifestyle Blend Balanced Portfolio
JABMX | Fund | A
$13.57
-0.66%
$1.54 B
1.45%
$0.19
8.33%
12.33%
4.74%
-
1.07%
VanEck Real Assets ETF
RAAX | Active ETF
$38.41
-0.13%
$1.41 B
2.13%
$0.82
12.66%
18.17%
10.57%
-
0.71%
INVESCO V.I. EQUITY AND INCOME FUND
UEIIX | Fund | Other
$18.15
-0.49%
$1.41 B
1.90%
$0.34
10.76%
13.73%
6.58%
8.38%
0.82%
John Hancock Tax-Advantaged Dividend Income Fund
XHTDX | Fund | Other
$25.63
-0.89%
$1.34 B
7.41%
$1.90
6.58%
18.21%
8.08%
8.38%
1.56%
Victory Cornerstone Moderate Fund (Formerly USAA Cornerstone Moderate Fund)
USBSX | Fund | Other
$16.43
-0.60%
$1.21 B
2.21%
$0.36
7.07%
11.03%
4.60%
6.30%
1.21%
State Street Total Return V.I.S. Fund
SSTIX | Fund | Other
$18.22
-0.60%
$1.09 B
2.40%
$0.43
9.13%
14.69%
5.77%
4.25%
0.70%
John Hancock Premium Dividend Fund
XPDTX | Fund | Other
$13.56
-1.09%
$1.05 B
7.79%
$1.06
4.14%
16.27%
6.57%
7.62%
1.82%
Moderate Allocation Lifestyle Fund
VLSMX | Fund | Other
$15.94
-0.50%
$983.79 M
3.05%
$0.48
6.82%
13.32%
5.37%
5.26%
0.60%
Nuveen Managed Allocation Fund
TIMRX | Fund | A
$13.71
-0.58%
$897.51 M
1.99%
$0.27
5.97%
12.56%
4.74%
7.88%
0.81%
Schwab Balanced Fund
SWOBX | Fund | Other
$18.49
-0.59%
$738.32 M
1.93%
$0.35
4.71%
12.43%
4.78%
8.40%
0.53%
Schwab MarketTrack Balanced Portfolio
SWBGX | Fund | Other
$21.08
-0.57%
$646.75 M
2.39%
$0.50
8.12%
13.36%
5.61%
7.79%
0.49%
Mairs & Power Balanced Fund
MAPOX | Fund | Other
$121.81
-0.38%
$623.70 M
2.04%
$2.45
11.75%
11.18%
3.42%
7.34%
0.72%
Multi-Asset Diversified Income Index Fund
MDIV | ETF |
$16.02
-0.50%
$418.22 M
5.78%
$0.93
8.54%
10.14%
5.84%
5.04%
0.83%
Source Capital Inc.
XSORX | Fund | Other
$50.77
-0.29%
$413.50 M
4.96%
$2.50
11.34%
14.57%
9.32%
9.24%
0.91%
MoA Moderate Allocation Fund
MAMOX | Fund | Other
$14.60
-0.21%
$396.42 M
1.38%
$0.20
8.04%
13.85%
-
-
0.38%
Flat Rock Opportunity Fund
FROPX | Fund | Other
$13.57
+0.37%
$367.07 M
13.40%
$1.80
-5.36%
4.91%
5.26%
-
7.62%
New Covenant Balanced Growth Fund
NCBGX | Fund | Other
$130.91
-0.48%
$361.03 M
1.50%
$1.94
7.53%
13.58%
6.10%
8.73%
0.93%
Cohen & Steers Closed-End Opportunity Fund Inc
XFOFX | Fund | Other
$12.50
-1.34%
$354.20 M
8.27%
$1.04
4.91%
16.81%
6.27%
8.74%
0.95%
State Street® Global Allocation ETF
GAL | Active ETF
$51.78
-0.19%
$327.96 M
2.19%
$1.13
8.40%
13.60%
5.70%
8.09%
0.35%
CIM Real Assets & Credit Fund - CIM Real Assets & Cr Fd USD Cls I
IRACX | Fund | Other
$20.03
-0.05%
$319.14 M
7.77%
$1.56
-1.43%
1.58%
2.10%
-
9.98%
Davenport Balanced Income Fund
DBALX | Fund | Other
$14.07
+0.21%
$282.28 M
2.54%
$0.35
8.25%
10.14%
4.06%
5.99%
0.93%
Crawford Multi-Asset Income Fund
CMALX | Fund | Other
$27.31
+0.33%
$206.78 M
4.10%
$1.11
9.98%
10.57%
6.21%
-
1.21%
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