Investment Fund

18 Total Holdings:
As of 9/30/24
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 27,826,061 $722,642,817.00 17.8%
Intermediate Bond Fund of America, Class R-6 Equity 34,567,810 $440,739,576.00 10.8%
The Bond Fund of America, Class R-6 Equity 34,529,652 $401,579,856.00 9.9%
Short-Term Bond Fund of America, Class R-6 Equity 33,022,499 $318,006,664.00 7.8%
American Balanced Fund, Class R-6 Equity 7,856,854 $285,282,375.00 7%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 29,702,882 $286,335,785.00 7%
Capital Income Builder, Class R-6 Equity 3,849,712 $283,723,782.00 7%
American Funds Mortgage Fund, Class R-6 Equity 31,078,922 $280,331,881.00 6.9%
American Mutual Fund, Class R-6 Equity 3,475,116 $206,109,128.00 5.1%
American Funds Strategic Bond Fund, Class R-6 Equity 17,115,630 $161,742,707.00 4%
Washington Mutual Investors Fund, Class R-6 Equity 2,537,100 $163,439,961.00 4%
American Funds Multi-Sector Income Fund, Class R-6 Equity 13,005,376 $124,721,559.00 3.1%
Capital World Growth and Income Fund, Class R-6 Equity 1,827,906 $126,088,981.00 3.1%
The Investment Company of America, Class R-6 Equity 2,015,141 $122,540,745.00 3%
American Funds Global Balanced Fund, Class R-6 Equity 2,166,184 $86,430,728.00 2.1%
All Holdings: 1 - 15 of 18