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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%
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%
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%
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%
MoA Moderate Allocation Fund
MAMOX | Fund | Other
$14.60
-0.21%
$396.42 M
1.38%
$0.20
8.04%
13.85%
-
-
0.38%
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%
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%
Gadsden Dynamic Multi-Asset ETF
GDMA | Active ETF
$39.40
-0.23%
$193.23 M
2.73%
$1.08
4.96%
12.56%
6.52%
-
0.75%
Osterweis Growth & Income Fund
OSTVX | Fund | Investor
$18.59
-0.32%
$190.91 M
2.16%
$0.39
10.46%
12.27%
5.42%
9.07%
0.98%
Asset Allocation Fund
VCAAX | Fund | Other
$12.14
-0.49%
$140.39 M
1.74%
$0.21
3.51%
12.23%
5.59%
5.35%
0.71%
Dynamic Allocation Fund
VDAFX | Fund | Other
$11.32
-0.44%
$115.41 M
2.59%
$0.29
5.64%
12.59%
4.43%
5.43%
0.80%
LKCM Balanced Fund
LKBAX | Fund | Other
$29.60
+0.14%
$108.35 M
1.44%
$0.42
7.11%
11.11%
4.11%
8.24%
1.02%
Allspring Utilities and High Income Fund
XERHX | Fund | Other
$12.24
-0.73%
$107.90 M
8.60%
$1.04
0.63%
15.98%
6.82%
7.85%
1.09%
Praxis Genesis Balanced Portfolio
MBAPX | Fund | A
$17.81
-0.22%
$104.83 M
1.15%
$0.20
8.81%
13.04%
4.56%
7.46%
0.90%
WesMark Balanced Fund
WMBLX | Fund | Other
$14.54
-0.27%
$101.56 M
1.81%
$0.26
11.71%
12.62%
5.65%
7.22%
1.29%
Madison Moderate Allocation Fund
MMDAX | Fund | A
$12.24
-0.65%
$82.96 M
2.06%
$0.25
10.80%
11.29%
4.09%
6.30%
1.00%
Sit Balanced Fund
SIBAX | Fund | Other
$39.35
-0.35%
$76.83 M
1.69%
$0.66
3.30%
13.91%
5.82%
10.20%
0.90%
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