Investment Fund

15 Total Holdings:
As of 3/31/25
All Holdings: 1 - 15 of 15
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 49,478,215 $560,588,175.00 12.8%
American Funds Mortgage Fund, Class R-6 Equity 59,684,227 $525,221,196.00 12%
American Funds Strategic Bond Fund, Class R-6 Equity 47,238,122 $436,007,862.00 10%
American Mutual Fund, Class R-6 Equity 7,616,747 $428,822,829.00 9.8%
Intermediate Bond Fund of America, Class R-6 Equity 33,327,760 $419,929,781.00 9.6%
The Income Fund of America, Class R-6 Equity 13,114,406 $333,105,905.00 7.6%
American Balanced Fund, Class R-6 Equity 8,592,760 $293,528,683.00 6.7%
American Funds Multi-Sector Income Fund, Class R-6 Equity 28,713,372 $268,470,025.00 6.1%
American High-Income Trust, Class R-6 Equity 27,655,053 $268,807,119.00 6.1%
Washington Mutual Investors Fund, Class R-6 Equity 3,569,168 $219,789,391.00 5%
Capital Income Builder, Class R-6 Equity 2,803,431 $201,790,942.00 4.6%
Short-Term Bond Fund of America, Class R-6 Equity 18,973,583 $181,956,663.00 4.2%
Capital World Growth and Income Fund, Class R-6 Equity 2,165,654 $136,999,276.00 3.1%
American Funds Global Balanced Fund, Class R-6 Equity 1,443,474 $53,610,639.00 1.2%
The Investment Company of America, Class R-6 Equity 967,071 $53,933,531.00 1.2%
All Holdings: 1 - 15 of 15