Investment Fund

BACK TO FUND'S DETAIL PAGE

All Holdings

16 Total Holdings:
As of 3/31/26
All Holdings: 1 - 15 of 16
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 25,624,518 $683,918,390.00 18.3%
Intermediate Bond Fund of America, Class R-6 Equity 35,134,587 $443,398,487.00 11.9%
The Bond Fund of America, Class R-6 Equity 34,808,830 $393,687,871.00 10.5%
Short-Term Bond Fund of America, Class R-6 Equity 34,326,321 $328,159,625.00 8.8%
American Funds Mortgage Fund, Class R-6 Equity 31,814,538 $281,558,660.00 7.5%
Capital Income Builder, Class R-6 Equity 3,358,798 $260,844,254.00 7%
American Balanced Fund, Class R-6 Equity 6,919,706 $255,821,539.00 6.8%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 25,484,135 $241,079,921.00 6.5%
American Mutual Fund, Class R-6 Equity 3,006,675 $175,890,496.00 4.7%
American Funds Strategic Bond Fund, Class R-6 Equity 17,112,771 $157,095,237.00 4.2%
Washington Mutual Investors Fund, Class R-6 Equity 2,349,653 $147,957,623.00 4%
Capital World Growth and Income Fund, Class R-6 Equity 1,445,321 $101,663,909.00 2.7%
The Investment Company of America, Class R-6 Equity 1,655,315 $98,358,839.00 2.6%
American Funds Multi-Sector Income Fund, Class R-6 Equity 9,175,542 $85,332,542.00 2.3%
American Funds Global Balanced Fund, Class R-6 Equity 1,391,485 $55,742,890.00 1.5%
All Holdings: 1 - 15 of 16