Investment Fund

21 Total Holdings:
As of 9/30/24
All Holdings: 1 - 15 of 21
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 25,587,032 $664,495,226.00 13%
The Bond Fund of America, Class R-6 Equity 39,321,801 $457,312,543.00 8.9%
Intermediate Bond Fund of America, Class R-6 Equity 34,968,367 $445,846,676.00 8.7%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 42,663,308 $411,274,287.00 8%
American Balanced Fund, Class R-6 Equity 9,981,801 $362,439,203.00 7.1%
American Funds Mortgage Fund, Class R-6 Equity 34,091,666 $307,506,824.00 6%
American Mutual Fund, Class R-6 Equity 5,192,284 $307,954,336.00 6%
Capital Income Builder, Class R-6 Equity 4,188,378 $308,683,470.00 6%
Capital World Growth and Income Fund, Class R-6 Equity 3,709,488 $255,880,511.00 5%
Short-Term Bond Fund of America, Class R-6 Equity 24,085,081 $231,939,330.00 4.5%
American Funds Multi-Sector Income Fund, Class R-6 Equity 21,623,651 $207,370,814.00 4.1%
Washington Mutual Investors Fund, Class R-6 Equity 3,230,709 $208,122,260.00 4.1%
American Funds Global Balanced Fund, Class R-6 Equity 5,170,215 $206,291,597.00 4%
American Funds Strategic Bond Fund, Class R-6 Equity 21,162,892 $199,989,326.00 3.9%
American High-Income Trust, Class R-6 Equity 15,833,683 $156,595,122.00 3.1%
All Holdings: 1 - 15 of 21