Investment Fund

13 Total Holdings:
As of 9/30/24
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 69,761,735 $671,805,511.00 19%
Intermediate Bond Fund of America, Class R-6 Equity 51,139,678 $652,030,896.00 18.5%
American Funds Mortgage Fund, Class R-6 Equity 52,947,954 $477,590,544.00 13.5%
American Mutual Fund, Class R-6 Equity 5,974,760 $354,363,023.00 10%
American Funds Strategic Bond Fund, Class R-6 Equity 31,892,550 $301,384,602.00 8.5%
The Bond Fund of America, Class R-6 Equity 24,168,860 $281,083,837.00 8%
American Balanced Fund, Class R-6 Equity 6,494,217 $235,805,007.00 6.7%
The Income Fund of America, Class R-6 Equity 5,168,502 $134,225,988.00 3.8%
American Funds Multi-Sector Income Fund, Class R-6 Equity 13,456,338 $129,046,283.00 3.7%
American High-Income Trust, Class R-6 Equity 13,092,924 $129,489,015.00 3.7%
Capital World Growth and Income Fund, Class R-6 Equity 806,066 $55,602,446.00 1.6%
Capital Income Builder, Class R-6 Equity 731,735 $53,928,847.00 1.5%
Washington Mutual Investors Fund, Class R-6 Equity 851,059 $54,825,208.00 1.5%
All Holdings: 1 - 13 of 13