Investment Fund

18 Total Holdings:
As of 3/31/24
All Holdings: 1 - 15 of 18
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 28,219,392 $665,977,654.00 17.3%
Intermediate Bond Fund of America, Class R-6 Equity 33,740,634 $417,034,233.00 10.6%
The Bond Fund of America, Class R-6 Equity 34,149,537 $383,157,804.00 9.8%
Short-Term Bond Fund of America, Class R-6 Equity 31,079,192 $294,009,159.00 7.5%
American Balanced Fund, Class R-6 Equity 8,227,187 $272,155,360.00 7.1%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 30,397,436 $276,008,721.00 7%
Capital Income Builder, Class R-6 Equity 4,006,336 $267,583,189.00 6.9%
American Funds Mortgage Fund, Class R-6 Equity 30,450,839 $265,226,810.00 6.8%
American Mutual Fund, Class R-6 Equity 3,769,062 $199,571,818.00 5.2%
Washington Mutual Investors Fund, Class R-6 Equity 2,560,814 $154,698,760.00 4%
American Funds Strategic Bond Fund, Class R-6 Equity 16,992,267 $154,459,704.00 3.9%
Capital World Growth and Income Fund, Class R-6 Equity 2,022,507 $127,134,763.00 3.3%
American Funds Multi-Sector Income Fund, Class R-6 Equity 13,394,246 $123,762,830.00 3.2%
The Investment Company of America, Class R-6 Equity 2,155,773 $115,915,917.00 3%
American Funds Global Balanced Fund, Class R-6 Equity 2,474,543 $90,939,461.00 2.4%
All Holdings: 1 - 15 of 18