Investment Fund

10 Total Holdings:
As of 3/31/24
All Holdings: 1 - 10 of 10
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 16,555,715 $401,972,749.00 24%
American Balanced Fund, Class R-6 Equity 9,852,343 $333,600,319.00 20%
Capital Income Builder, Class R-6 Equity 3,425,736 $233,669,423.00 14%
Capital World Growth and Income Fund, Class R-6 Equity 2,575,093 $166,891,751.00 10%
American Funds Multi-Sector Income Fund, Class R-6 Equity 12,487,573 $116,509,054.00 7%
AMCAP Fund, Class R-6 Equity 1,938,101 $83,648,446.00 5%
American Funds Global Balanced Fund, Class R-6 Equity 2,218,743 $83,225,066.00 5%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 9,093,089 $83,019,906.00 5%
American High-Income Trust, Class R-6 Equity 8,681,172 $83,078,816.00 5%
American Mutual Fund, Class R-6 Equity 1,553,448 $84,507,580.00 5%
All Holdings: 1 - 10 of 10