Investment Fund

10 Total Holdings:
As of 3/31/25
All Holdings: 1 - 10 of 10
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 11,791,797 $299,511,656.00 20.1%
Capital Income Builder, Class R-6 Equity 3,743,372 $269,447,919.00 18%
American Balanced Fund, Class R-6 Equity 6,480,875 $221,386,683.00 14.8%
American Funds Multi-Sector Income Fund, Class R-6 Equity 14,483,837 $135,423,879.00 9.1%
The Bond Fund of America, Class R-6 Equity 10,650,259 $120,667,438.00 8.1%
U.S. Government Securities Fund, Class R-6 Equity 8,804,951 $105,747,464.00 7.1%
Capital World Growth and Income Fund, Class R-6 Equity 1,595,247 $100,915,321.00 6.8%
American Funds Strategic Bond Fund, Class R-6 Equity 9,818,386 $90,623,705.00 6.1%
American Funds Global Balanced Fund, Class R-6 Equity 1,999,537 $74,262,796.00 5%
American Mutual Fund, Class R-6 Equity 1,314,574 $74,010,518.00 4.9%
All Holdings: 1 - 10 of 10