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
American Balanced Fund, Class R-6 Equity 102,613,040 $3,474,477,543.00 25.2%
Washington Mutual Investors Fund, Class R-6 Equity 33,893,860 $2,109,553,816.00 15.3%
American Funds Global Balanced Fund, Class R-6 Equity 54,640,245 $2,049,555,571.00 14.9%
Capital World Growth and Income Fund, Class R-6 Equity 21,785,167 $1,411,896,675.00 10.2%
The Income Fund of America, Class R-6 Equity 56,461,331 $1,370,881,118.00 10%
New Perspective Fund, Class R-6 Equity 11,866,483 $720,058,195.00 5.2%
SMALLCAP World Fund, Inc., Class R-6 Equity 9,674,795 $688,942,165.00 5%
American Funds Multi-Sector Income Fund, Class R-6 Equity 70,928,167 $661,759,801.00 4.8%
American Funds Strategic Bond Fund, Class R-6 Equity 71,313,471 $643,960,643.00 4.7%
The Bond Fund of America, Class R-6 Equity 57,507,415 $648,683,638.00 4.7%
All Holdings: 1 - 10 of 10