Investment Fund

10 Total Holdings:
As of 3/31/25
All Holdings: 1 - 10 of 10
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 14,276,401 $362,620,584.00 20.2%
American Balanced Fund, Class R-6 Equity 10,393,508 $355,042,222.00 19.8%
Capital Income Builder, Class R-6 Equity 4,534,812 $326,415,741.00 18.2%
Capital World Growth and Income Fund, Class R-6 Equity 2,760,595 $174,635,268.00 9.7%
American Funds Multi-Sector Income Fund, Class R-6 Equity 13,744,757 $128,513,482.00 7.2%
The Bond Fund of America, Class R-6 Equity 8,185,203 $92,738,352.00 5.2%
American Funds Global Balanced Fund, Class R-6 Equity 2,421,624 $89,939,104.00 5%
American High-Income Trust, Class R-6 Equity 9,334,795 $90,734,203.00 5%
American Mutual Fund, Class R-6 Equity 1,593,745 $89,727,830.00 5%
AMCAP Fund, Class R-6 Equity 2,052,810 $84,021,531.00 4.7%
All Holdings: 1 - 10 of 10