Investment Fund

19 Total Holdings:
As of 3/31/25
All Holdings: 1 - 15 of 19
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 25,123,742 $638,143,054.00 13.3%
Intermediate Bond Fund of America, Class R-6 Equity 35,044,328 $441,558,529.00 9.2%
The Bond Fund of America, Class R-6 Equity 38,742,590 $438,953,542.00 9.2%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 40,436,865 $386,172,059.00 8.1%
American Balanced Fund, Class R-6 Equity 9,604,879 $328,102,665.00 6.8%
American Funds Mortgage Fund, Class R-6 Equity 33,463,074 $294,475,050.00 6.1%
Capital Income Builder, Class R-6 Equity 4,073,437 $293,206,006.00 6.1%
American Mutual Fund, Class R-6 Equity 5,031,319 $283,263,262.00 5.9%
Short-Term Bond Fund of America, Class R-6 Equity 25,594,480 $245,451,066.00 5.1%
Capital World Growth and Income Fund, Class R-6 Equity 3,588,328 $226,997,629.00 4.7%
American Funds Strategic Bond Fund, Class R-6 Equity 21,086,845 $194,631,581.00 4.1%
American Funds Multi-Sector Income Fund, Class R-6 Equity 20,512,761 $191,794,311.00 4%
American Funds Global Balanced Fund, Class R-6 Equity 5,015,684 $186,282,499.00 3.9%
Washington Mutual Investors Fund, Class R-6 Equity 3,046,911 $187,628,794.00 3.9%
American High-Income Trust, Class R-6 Equity 14,213,776 $138,157,900.00 2.9%
All Holdings: 1 - 15 of 19