Investment Fund

19 Total Holdings:
As of 12/31/24
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 25,697,085 $627,779,798.00 13%
Intermediate Bond Fund of America, Class R-6 Equity 35,358,675 $438,801,159.00 9.1%
The Bond Fund of America, Class R-6 Equity 39,430,032 $439,250,552.00 9.1%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 42,712,449 $390,818,913.00 8.1%
American Balanced Fund, Class R-6 Equity 9,805,813 $336,829,668.00 7%
American Funds Mortgage Fund, Class R-6 Equity 34,141,188 $293,955,633.00 6.1%
Capital Income Builder, Class R-6 Equity 4,216,689 $290,656,357.00 6%
American Mutual Fund, Class R-6 Equity 5,215,690 $287,853,945.00 5.9%
Capital World Growth and Income Fund, Class R-6 Equity 3,769,603 $239,482,885.00 4.9%
Short-Term Bond Fund of America, Class R-6 Equity 24,787,321 $236,223,171.00 4.9%
American Funds Multi-Sector Income Fund, Class R-6 Equity 21,079,396 $197,092,353.00 4.1%
American Funds Global Balanced Fund, Class R-6 Equity 5,276,112 $193,527,797.00 4%
American Funds Strategic Bond Fund, Class R-6 Equity 21,350,665 $191,515,466.00 3.9%
Washington Mutual Investors Fund, Class R-6 Equity 3,105,222 $191,281,656.00 3.9%
American High-Income Trust, Class R-6 Equity 15,231,630 $148,660,713.00 3.1%
All Holdings: 1 - 15 of 19