Investment Fund

6 Total Holdings:
As of 3/31/26
All Holdings: 1 - 6 of 6
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
Short-Term Bond Fund of America, Class R-6 Equity 133,990,033 $1,280,944,718.00 40.2%
Intermediate Bond Fund of America, Class R-6 Equity 78,794,499 $994,386,575.00 31.2%
American Funds Mortgage Fund, Class R-6 Equity 36,249,493 $320,808,010.00 10.1%
American Mutual Fund, Class R-6 Equity 4,701,075 $275,012,913.00 8.6%
American Funds Strategic Bond Fund, Class R-6 Equity 17,293,749 $158,756,617.00 5%
American Balanced Fund, Class R-6 Equity 4,167,447 $154,070,531.00 4.9%
All Holdings: 1 - 6 of 6