Investment Fund

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All Holdings

14 Total Holdings:
As of 3/31/26
All Holdings: 1 - 14 of 14
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 84,193,881 $1,062,526,773.00 20.9%
American Funds Mortgage Fund, Class R-6 Equity 79,456,979 $703,194,262.00 13.8%
The Bond Fund of America, Class R-6 Equity 52,971,748 $599,110,473.00 11.8%
American Mutual Fund, Class R-6 Equity 8,687,356 $508,210,346.00 10%
American Funds Strategic Bond Fund, Class R-6 Equity 55,196,544 $506,704,277.00 9.9%
American Balanced Fund, Class R-6 Equity 9,514,321 $351,744,451.00 6.9%
The Income Fund of America, Class R-6 Equity 11,398,029 $304,213,405.00 6%
American Funds Multi-Sector Income Fund, Class R-6 Equity 30,123,223 $280,145,973.00 5.5%
American High-Income Trust, Class R-6 Equity 28,732,128 $280,712,890.00 5.5%
Washington Mutual Investors Fund, Class R-6 Equity 2,595,586 $163,444,066.00 3.2%
Capital Income Builder, Class R-6 Equity 1,949,104 $151,367,415.00 3%
Capital World Growth and Income Fund, Class R-6 Equity 1,787,077 $125,703,003.00 2.5%
American Funds Global Balanced Fund, Class R-6 Equity 625,611 $25,061,981.00 0.5%
The Investment Company of America, Class R-6 Equity 412,872 $24,532,830.00 0.5%
All Holdings: 1 - 14 of 14