Investment Fund

6 Total Holdings:
As of 3/31/25
All Holdings: 1 - 6 of 6
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
Short-Term Bond Fund of America, Class R-6 Equity 176,670,265 $1,694,267,843.00 45.1%
Intermediate Bond Fund of America, Class R-6 Equity 77,878,285 $981,266,386.00 26.2%
American Funds Mortgage Fund, Class R-6 Equity 43,269,447 $380,771,131.00 10.1%
American Mutual Fund, Class R-6 Equity 5,800,445 $326,565,076.00 8.7%
American Funds Strategic Bond Fund, Class R-6 Equity 20,685,109 $190,923,552.00 5.1%
American Balanced Fund, Class R-6 Equity 5,235,517 $178,845,258.00 4.8%
All Holdings: 1 - 6 of 6