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 28,120,281 $682,760,428.00 17.3%
Intermediate Bond Fund of America, Class R-6 Equity 33,740,634 $418,383,858.00 10.6%
The Bond Fund of America, Class R-6 Equity 34,149,537 $385,206,776.00 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 $278,572,566.00 7.1%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 30,397,436 $277,528,593.00 7%
Capital Income Builder, Class R-6 Equity 4,004,391 $273,139,481.00 6.9%
American Funds Mortgage Fund, Class R-6 Equity 30,450,839 $266,444,844.00 6.8%
American Mutual Fund, Class R-6 Equity 3,755,807 $204,315,908.00 5.2%
Washington Mutual Investors Fund, Class R-6 Equity 2,555,041 $159,025,778.00 4%
American Funds Strategic Bond Fund, Class R-6 Equity 16,992,267 $153,440,168.00 3.9%
Capital World Growth and Income Fund, Class R-6 Equity 2,022,507 $131,078,651.00 3.3%
American Funds Multi-Sector Income Fund, Class R-6 Equity 13,394,246 $124,968,312.00 3.2%
The Investment Company of America, Class R-6 Equity 2,155,773 $119,580,731.00 3%
American Funds Global Balanced Fund, Class R-6 Equity 2,474,543 $92,820,114.00 2.4%
All Holdings: 1 - 15 of 18