Investment Fund

11 Total Holdings:
As of 3/31/24
All Holdings: 1 - 11 of 11
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 9,532,700 $231,453,951.00 19%
The Bond Fund of America, Class R-6 Equity 16,162,798 $182,316,364.00 15%
Capital Income Builder, Class R-6 Equity 2,502,057 $170,665,335.00 14%
American Funds Strategic Bond Fund, Class R-6 Equity 13,358,133 $120,623,945.00 9.9%
American Balanced Fund, Class R-6 Equity 2,878,805 $97,476,343.00 8%
American Mutual Fund, Class R-6 Equity 1,572,818 $85,561,272.00 7%
U.S. Government Securities Fund, Class R-6 Equity 7,117,456 $84,697,728.00 7%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 7,933,636 $72,434,099.00 6%
American Funds Multi-Sector Income Fund, Class R-6 Equity 6,539,930 $61,017,547.00 5%
Intermediate Bond Fund of America, Class R-6 Equity 4,874,003 $60,437,639.00 5%
American Funds Global Balanced Fund, Class R-6 Equity 1,308,667 $49,088,102.00 4.1%
All Holdings: 1 - 11 of 11