Investment Fund

18 Total Holdings:
As of 6/30/24
All Holdings: 1 - 15 of 18
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 28,262,290 $681,403,819.00 17.5%
Intermediate Bond Fund of America, Class R-6 Equity 34,232,767 $422,432,349.00 10.8%
The Bond Fund of America, Class R-6 Equity 34,647,743 $387,015,290.00 9.9%
Short-Term Bond Fund of America, Class R-6 Equity 31,956,898 $301,992,689.00 7.7%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 30,085,397 $277,086,509.00 7.1%
American Balanced Fund, Class R-6 Equity 7,913,780 $273,579,391.00 7%
American Funds Mortgage Fund, Class R-6 Equity 31,172,074 $269,638,437.00 6.9%
Capital Income Builder, Class R-6 Equity 3,939,968 $268,705,833.00 6.9%
American Mutual Fund, Class R-6 Equity 3,654,924 $198,937,522.00 5.1%
American Funds Strategic Bond Fund, Class R-6 Equity 17,311,324 $155,628,803.00 4%
Washington Mutual Investors Fund, Class R-6 Equity 2,581,901 $156,101,706.00 4%
Capital World Growth and Income Fund, Class R-6 Equity 1,903,995 $124,635,509.00 3.2%
American Funds Multi-Sector Income Fund, Class R-6 Equity 13,071,119 $121,169,277.00 3.1%
The Investment Company of America, Class R-6 Equity 2,048,876 $117,093,260.00 3%
American Funds Global Balanced Fund, Class R-6 Equity 2,279,940 $85,429,343.00 2.2%
All Holdings: 1 - 15 of 18