Investment Fund

13 Total Holdings:
As of 3/31/26
All Holdings: 1 - 13 of 13
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 124,294,596 $1,188,256,337.00 30.2%
Intermediate Bond Fund of America, Class R-6 Equity 93,203,321 $1,176,225,908.00 29.9%
American Funds Mortgage Fund, Class R-6 Equity 50,190,779 $444,188,393.00 11.3%
American Mutual Fund, Class R-6 Equity 6,178,476 $361,440,851.00 9.2%
American Funds Strategic Bond Fund, Class R-6 Equity 26,635,606 $244,514,864.00 6.2%
American Balanced Fund, Class R-6 Equity 5,746,812 $212,459,622.00 5.4%
The Bond Fund of America, Class R-6 Equity 9,572,832 $108,268,734.00 2.7%
American Funds Multi-Sector Income Fund, Class R-6 Equity 5,286,371 $49,163,248.00 1.2%
American High-Income Trust, Class R-6 Equity 5,042,257 $49,262,848.00 1.2%
The Income Fund of America, Class R-6 Equity 1,823,768 $48,676,361.00 1.2%
Capital Income Builder, Class R-6 Equity 250,816 $19,478,335.00 0.5%
Capital World Growth and Income Fund, Class R-6 Equity 271,607 $19,104,827.00 0.5%
Washington Mutual Investors Fund, Class R-6 Equity 302,829 $19,069,144.00 0.5%
All Holdings: 1 - 13 of 13