Investment Fund

6 Total Holdings:
As of 12/31/25
All Holdings: 1 - 6 of 6
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 140,357,236 $1,351,640,185.00 40%
Intermediate Bond Fund of America, Class R-6 Equity 82,241,399 $1,047,755,428.00 31%
American Funds Mortgage Fund, Class R-6 Equity 37,833,685 $338,611,483.00 10%
American Mutual Fund, Class R-6 Equity 5,070,878 $301,767,958.00 9%
American Balanced Fund, Class R-6 Equity 4,480,681 $168,070,355.00 5%
American Funds Strategic Bond Fund, Class R-6 Equity 18,018,364 $168,651,887.00 5%
All Holdings: 1 - 6 of 6