Investment Fund

13 Total Holdings:
As of 3/31/24
All Holdings: 1 - 13 of 13
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
Intermediate Bond Fund of America, Class R-6 Equity 43,884,453 $542,411,835.00 16.8%
American Funds Mortgage Fund, Class R-6 Equity 53,604,175 $466,892,364.00 14.4%
Short-Term Bond Fund of America, Class R-6 Equity 44,430,046 $420,308,236.00 12.9%
American Mutual Fund, Class R-6 Equity 6,080,148 $321,943,824.00 10.2%
The Bond Fund of America, Class R-6 Equity 28,634,853 $321,283,046.00 10%
American Funds Strategic Bond Fund, Class R-6 Equity 33,806,805 $307,303,861.00 9.5%
American Balanced Fund, Class R-6 Equity 6,666,258 $220,519,801.00 7%
The Income Fund of America, Class R-6 Equity 6,205,926 $146,459,850.00 4.6%
American Funds Multi-Sector Income Fund, Class R-6 Equity 15,678,731 $144,871,470.00 4.5%
American High-Income Trust, Class R-6 Equity 15,357,186 $145,586,123.00 4.5%
Capital World Growth and Income Fund, Class R-6 Equity 948,644 $59,631,745.00 1.9%
Washington Mutual Investors Fund, Class R-6 Equity 991,814 $59,915,473.00 1.9%
Capital Income Builder, Class R-6 Equity 875,771 $58,492,747.00 1.8%
All Holdings: 1 - 13 of 13