Investment Fund

10 Total Holdings:
As of 3/31/24
All Holdings: 1 - 10 of 10
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
American Balanced Fund, Class R-6 Equity 102,613,040 $3,394,439,372.00 25.2%
Washington Mutual Investors Fund, Class R-6 Equity 33,923,503 $2,049,318,833.00 15.3%
American Funds Global Balanced Fund, Class R-6 Equity 54,640,245 $2,008,028,985.00 14.9%
Capital World Growth and Income Fund, Class R-6 Equity 21,785,167 $1,369,415,600.00 10.2%
The Income Fund of America, Class R-6 Equity 56,461,331 $1,332,487,413.00 10%
New Perspective Fund, Class R-6 Equity 11,866,483 $700,834,493.00 5.2%
SMALLCAP World Fund, Inc., Class R-6 Equity 9,674,795 $676,074,687.00 5%
American Funds Multi-Sector Income Fund, Class R-6 Equity 70,928,167 $655,376,266.00 4.8%
American Funds Strategic Bond Fund, Class R-6 Equity 71,313,471 $648,239,451.00 4.7%
The Bond Fund of America, Class R-6 Equity 57,507,415 $645,233,193.00 4.7%
All Holdings: 1 - 10 of 10