Investment Fund

10 Total Holdings:
As of 6/30/24
All Holdings: 1 - 10 of 10
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
American Balanced Fund, Class R-6 Equity 101,655,716 $3,514,238,101.00 25.3%
Washington Mutual Investors Fund, Class R-6 Equity 35,220,335 $2,129,421,463.00 15.4%
American Funds Global Balanced Fund, Class R-6 Equity 55,004,513 $2,061,019,094.00 14.9%
Capital World Growth and Income Fund, Class R-6 Equity 21,473,966 $1,405,685,811.00 10.1%
The Income Fund of America, Class R-6 Equity 56,904,234 $1,371,961,085.00 9.9%
New Perspective Fund, Class R-6 Equity 11,602,643 $724,469,011.00 5.2%
American Funds Multi-Sector Income Fund, Class R-6 Equity 72,091,853 $668,291,477.00 4.8%
American Funds Strategic Bond Fund, Class R-6 Equity 73,741,617 $662,937,137.00 4.8%
SMALLCAP World Fund, Inc., Class R-6 Equity 9,674,795 $669,689,323.00 4.8%
The Bond Fund of America, Class R-6 Equity 59,469,493 $664,274,242.00 4.8%
All Holdings: 1 - 10 of 10