Investment Fund

21 Total Holdings:
As of 3/31/24
All Holdings: 1 - 15 of 21
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 26,882,236 $634,420,779.00 12.9%
The Bond Fund of America, Class R-6 Equity 39,272,494 $440,637,381.00 8.8%
Intermediate Bond Fund of America, Class R-6 Equity 34,467,722 $426,021,050.00 8.5%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 43,807,794 $397,774,772.00 7.9%
American Balanced Fund, Class R-6 Equity 10,685,068 $353,462,048.00 7.1%
American Mutual Fund, Class R-6 Equity 5,614,089 $297,266,002.00 6%
Capital Income Builder, Class R-6 Equity 4,465,764 $298,268,397.00 6%
American Funds Mortgage Fund, Class R-6 Equity 34,296,054 $298,718,629.00 5.9%
Capital World Growth and Income Fund, Class R-6 Equity 3,898,361 $245,051,004.00 5%
Short-Term Bond Fund of America, Class R-6 Equity 22,162,471 $209,656,973.00 4.2%
Washington Mutual Investors Fund, Class R-6 Equity 3,387,066 $204,612,644.00 4.2%
American Funds Multi-Sector Income Fund, Class R-6 Equity 22,281,757 $205,883,432.00 4.1%
American Funds Global Balanced Fund, Class R-6 Equity 5,395,019 $198,266,951.00 4%
American Funds Strategic Bond Fund, Class R-6 Equity 20,880,693 $189,805,497.00 3.7%
American High-Income Trust, Class R-6 Equity 16,472,488 $156,159,190.00 3.1%
All Holdings: 1 - 15 of 21