Investment Fund

13 Total Holdings:
As of 3/31/24
All Holdings: 1 - 13 of 13
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
Intermediate Bond Fund of America, Class R-6 Equity 43,884,453 $544,167,213.00 16.8%
American Funds Mortgage Fund, Class R-6 Equity 53,611,123 $469,097,328.00 14.4%
Short-Term Bond Fund of America, Class R-6 Equity 44,439,287 $420,395,652.00 12.9%
American Mutual Fund, Class R-6 Equity 6,080,148 $330,760,038.00 10.2%
The Bond Fund of America, Class R-6 Equity 28,634,853 $323,001,138.00 10%
American Funds Strategic Bond Fund, Class R-6 Equity 33,971,031 $306,758,408.00 9.5%
American Balanced Fund, Class R-6 Equity 6,666,258 $225,719,482.00 7%
The Income Fund of America, Class R-6 Equity 6,205,926 $150,679,880.00 4.6%
American Funds Multi-Sector Income Fund, Class R-6 Equity 15,678,731 $146,282,556.00 4.5%
American High-Income Trust, Class R-6 Equity 15,357,186 $146,968,270.00 4.5%
Capital World Growth and Income Fund, Class R-6 Equity 948,644 $61,481,600.00 1.9%
Washington Mutual Investors Fund, Class R-6 Equity 991,814 $61,730,492.00 1.9%
Capital Income Builder, Class R-6 Equity 875,771 $59,736,342.00 1.8%
All Holdings: 1 - 13 of 13