Investment Fund

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All Holdings
1

13 Total Holdings:
As of 3/31/25
All Holdings: 1 - 13 of 13
Security Name Asset Type Shares or
Principal Amount 		Market Value Percent of
Net Assets descending arrow
Short-Term Bond Fund of America, Class R-6 Equity 96,430,310 $924,766,671.00 25.3%
Intermediate Bond Fund of America, Class R-6 Equity 59,321,629 $747,452,520.00 20.4%
American Funds Mortgage Fund, Class R-6 Equity 53,591,878 $471,608,526.00 12.9%
American Mutual Fund, Class R-6 Equity 6,209,617 $349,601,419.00 9.6%
American Funds Strategic Bond Fund, Class R-6 Equity 31,069,010 $286,766,963.00 7.8%
The Bond Fund of America, Class R-6 Equity 20,005,307 $226,660,124.00 6.2%
American Balanced Fund, Class R-6 Equity 6,498,077 $221,974,304.00 6.1%
American Funds Multi-Sector Income Fund, Class R-6 Equity 10,894,153 $101,860,331.00 2.8%
American High-Income Trust, Class R-6 Equity 10,426,416 $101,344,759.00 2.8%
The Income Fund of America, Class R-6 Equity 4,007,449 $101,789,206.00 2.8%
Capital Income Builder, Class R-6 Equity 570,878 $41,091,794.00 1.1%
Capital World Growth and Income Fund, Class R-6 Equity 633,021 $40,044,917.00 1.1%
Washington Mutual Investors Fund, Class R-6 Equity 660,953 $40,701,489.00 1.1%
All Holdings: 1 - 13 of 13