Investment Fund

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All Holdings

18 Total Holdings:
As of 3/31/26
All Holdings: 1 - 15 of 18
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 24,041,901 $641,678,339.00 14.3%
Intermediate Bond Fund of America, Class R-6 Equity 34,201,343 $431,620,949.00 9.6%
The Bond Fund of America, Class R-6 Equity 37,534,246 $424,512,327.00 9.5%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 35,254,829 $333,510,678.00 7.4%
American Balanced Fund, Class R-6 Equity 8,457,092 $312,658,689.00 7%
American Funds Mortgage Fund, Class R-6 Equity 31,893,787 $282,260,014.00 6.3%
Capital Income Builder, Class R-6 Equity 3,666,884 $284,770,235.00 6.3%
Short-Term Bond Fund of America, Class R-6 Equity 27,178,111 $259,822,740.00 5.8%
American Mutual Fund, Class R-6 Equity 4,368,063 $255,531,670.00 5.7%
Capital World Growth and Income Fund, Class R-6 Equity 2,807,097 $197,451,198.00 4.4%
American Funds Strategic Bond Fund, Class R-6 Equity 19,748,615 $181,292,283.00 4%
Washington Mutual Investors Fund, Class R-6 Equity 2,818,710 $177,494,160.00 4%
American Funds Multi-Sector Income Fund, Class R-6 Equity 18,287,489 $170,073,646.00 3.8%
American Funds Global Balanced Fund, Class R-6 Equity 3,921,419 $157,092,053.00 3.5%
The Investment Company of America, Class R-6 Equity 2,205,903 $131,074,774.00 2.9%
All Holdings: 1 - 15 of 18