Investment Fund

11 Total Holdings:
As of 3/31/25
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 3,082,481 $221,876,973.00 18%
The Bond Fund of America, Class R-6 Equity 16,442,601 $186,294,668.00 15.1%
The Income Fund of America, Class R-6 Equity 7,275,266 $184,791,764.00 14.9%
American Funds Strategic Bond Fund, Class R-6 Equity 13,435,439 $124,009,099.00 10%
American Funds Multi-Sector Income Fund, Class R-6 Equity 10,594,951 $99,062,789.00 8%
American Balanced Fund, Class R-6 Equity 2,876,452 $98,259,609.00 7.9%
American Mutual Fund, Class R-6 Equity 1,529,841 $86,130,041.00 7%
U.S. Government Securities Fund, Class R-6 Equity 5,198,632 $62,435,570.00 5.1%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 6,518,194 $62,248,754.00 5%
Intermediate Bond Fund of America, Class R-6 Equity 4,940,613 $62,251,720.00 5%
American Funds Global Balanced Fund, Class R-6 Equity 1,314,288 $48,812,663.00 4%
All Holdings: 1 - 11 of 11