Investment Fund

15 Total Holdings:
As of 12/31/24
All Holdings: 1 - 15 of 15
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 48,925,257 $545,027,358.00 13%
American Funds Mortgage Fund, Class R-6 Equity 57,474,389 $494,854,492.00 11.8%
American Funds Strategic Bond Fund, Class R-6 Equity 46,783,536 $419,648,322.00 10%
American Mutual Fund, Class R-6 Equity 7,580,728 $418,380,369.00 10%
Intermediate Bond Fund of America, Class R-6 Equity 30,080,979 $373,304,949.00 8.9%
The Income Fund of America, Class R-6 Equity 13,017,035 $318,006,175.00 7.6%
American Balanced Fund, Class R-6 Equity 8,558,486 $293,983,993.00 7%
American Funds Multi-Sector Income Fund, Class R-6 Equity 28,266,130 $264,288,318.00 6.3%
American High-Income Trust, Class R-6 Equity 27,220,061 $265,667,794.00 6.3%
Washington Mutual Investors Fund, Class R-6 Equity 3,576,259 $220,297,572.00 5.2%
Capital Income Builder, Class R-6 Equity 2,785,902 $192,032,250.00 4.6%
Short-Term Bond Fund of America, Class R-6 Equity 15,571,472 $148,396,124.00 3.5%
Capital World Growth and Income Fund, Class R-6 Equity 2,157,069 $137,038,603.00 3.3%
The Investment Company of America, Class R-6 Equity 963,667 $55,555,388.00 1.3%
American Funds Global Balanced Fund, Class R-6 Equity 1,435,363 $52,649,120.00 1.2%
All Holdings: 1 - 15 of 15