Investment Fund

23 Total Holdings:
As of 3/31/24
All Holdings: 1 - 15 of 23
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
The Bond Fund of America, Class R-6 Equity 21,327,637 $239,296,083.00 10.3%
The Investment Company of America, Class R-6 Equity 3,742,778 $201,249,187.00 8.9%
Capital World Growth and Income Fund, Class R-6 Equity 3,143,093 $197,574,841.00 8.7%
Fundamental Investors, Class R-6 Equity 2,340,901 $179,102,346.00 8%
The Growth Fund of America, Class R-6 Equity 2,316,365 $159,898,679.00 7.1%
American Funds Multi-Sector Income Fund, Class R-6 Equity 17,235,589 $159,256,839.00 6.9%
American High-Income Trust, Class R-6 Equity 16,820,658 $159,459,839.00 6.9%
Washington Mutual Investors Fund, Class R-6 Equity 2,564,581 $154,926,345.00 6.8%
AMCAP Fund, Class R-6 Equity 3,332,453 $140,196,282.00 6.1%
American Balanced Fund, Class R-6 Equity 4,032,847 $133,406,564.00 5.9%
SMALLCAP World Fund, Inc., Class R-6 Equity 1,598,080 $111,673,830.00 4.9%
New Perspective Fund, Class R-6 Equity 1,844,595 $108,941,798.00 4.8%
American Funds Global Balanced Fund, Class R-6 Equity 2,281,461 $83,843,689.00 3.7%
American Funds Global Insight Fund, Class R-6 Equity 3,661,987 $81,186,255.00 3.6%
The New Economy Fund, Class R-6 Equity 1,153,470 $67,443,365.00 3%
All Holdings: 1 - 15 of 23