Investment Fund

18 Total Holdings:
As of 3/31/25
All Holdings: 1 - 15 of 18
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
The Income Fund of America, Class R-6 Equity 27,266,916 $692,579,663.00 18%
Intermediate Bond Fund of America, Class R-6 Equity 34,062,462 $429,187,016.00 11.1%
The Bond Fund of America, Class R-6 Equity 34,315,780 $388,797,783.00 10.1%
Short-Term Bond Fund of America, Class R-6 Equity 32,921,012 $315,712,503.00 8.2%
American Funds Mortgage Fund, Class R-6 Equity 31,286,735 $275,323,270.00 7.2%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 28,225,485 $269,553,379.00 7%
Capital Income Builder, Class R-6 Equity 3,738,518 $269,098,546.00 7%
American Balanced Fund, Class R-6 Equity 7,810,682 $266,812,913.00 6.9%
American Mutual Fund, Class R-6 Equity 3,372,890 $189,893,701.00 4.9%
American Funds Strategic Bond Fund, Class R-6 Equity 17,003,058 $156,938,229.00 4.1%
Washington Mutual Investors Fund, Class R-6 Equity 2,474,695 $152,391,707.00 4%
American Funds Multi-Sector Income Fund, Class R-6 Equity 11,797,524 $110,306,850.00 2.9%
Capital World Growth and Income Fund, Class R-6 Equity 1,754,306 $110,977,389.00 2.9%
The Investment Company of America, Class R-6 Equity 1,993,989 $111,204,787.00 2.9%
American Funds Global Balanced Fund, Class R-6 Equity 1,941,229 $72,097,229.00 1.9%
All Holdings: 1 - 15 of 18