Investment Fund

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All Holdings
1

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 Bond Fund of America, Class R-6 Equity 47,537,734 $538,602,523.00 14.9%
American Mutual Fund, Class R-6 Equity 6,051,769 $340,714,595.00 9.4%
Washington Mutual Investors Fund, Class R-6 Equity 4,395,987 $270,704,862.00 7.5%
American Funds Mortgage Fund, Class R-6 Equity 30,300,997 $266,648,773.00 7.4%
American Funds Strategic Bond Fund, Class R-6 Equity 28,808,041 $265,898,219.00 7.3%
American Funds Multi-Sector Income Fund, Class R-6 Equity 27,214,369 $254,454,346.00 7%
American High-Income Trust, Class R-6 Equity 25,975,452 $252,481,390.00 7%
American Balanced Fund, Class R-6 Equity 7,279,810 $248,678,312.00 6.9%
Capital World Growth and Income Fund, Class R-6 Equity 3,511,346 $222,127,733.00 6.1%
The Income Fund of America, Class R-6 Equity 8,084,038 $205,334,573.00 5.7%
Capital Income Builder, Class R-6 Equity 2,494,340 $179,542,563.00 4.9%
The Investment Company of America, Class R-6 Equity 3,048,006 $169,987,310.00 4.7%
American Funds Global Balanced Fund, Class R-6 Equity 2,440,500 $90,640,171.00 2.5%
Intermediate Bond Fund of America, Class R-6 Equity 6,297,927 $79,353,884.00 2.2%
Fundamental Investors, Class R-6 Equity 998,650 $77,844,766.00 2.1%
All Holdings: 1 - 15 of 19