Investment Fund

11 Total Holdings:
As of 9/30/24
All Holdings: 1 - 11 of 11
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
Capital Income Builder, Class R-6 Equity 3,071,127 $226,342,026.00 18.1%
The Income Fund of America, Class R-6 Equity 7,270,801 $188,822,703.00 15.1%
The Bond Fund of America, Class R-6 Equity 16,113,717 $187,402,523.00 15%
American Funds Strategic Bond Fund, Class R-6 Equity 13,158,724 $124,349,943.00 9.9%
American Balanced Fund, Class R-6 Equity 2,771,045 $100,616,635.00 8%
American Funds Multi-Sector Income Fund, Class R-6 Equity 10,424,836 $99,974,180.00 8%
American Mutual Fund, Class R-6 Equity 1,494,669 $88,648,831.00 7.1%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 6,453,238 $62,209,210.00 5%
Intermediate Bond Fund of America, Class R-6 Equity 4,867,437 $62,059,828.00 4.9%
U.S. Government Securities Fund, Class R-6 Equity 5,054,739 $62,072,193.00 4.9%
American Funds Global Balanced Fund, Class R-6 Equity 1,268,694 $50,620,910.00 4%
All Holdings: 1 - 11 of 11