Investment Fund

19 Total Holdings:
As of 12/31/24
All Holdings: 1 - 15 of 19
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 45,327,753 $504,951,166.00 14.5%
American Mutual Fund, Class R-6 Equity 5,632,216 $310,842,006.00 8.9%
Washington Mutual Investors Fund, Class R-6 Equity 4,372,469 $269,344,088.00 7.8%
Capital World Growth and Income Fund, Class R-6 Equity 3,768,427 $239,408,194.00 6.9%
American Balanced Fund, Class R-6 Equity 6,909,905 $237,355,244.00 6.8%
American Funds Multi-Sector Income Fund, Class R-6 Equity 25,317,928 $236,722,630.00 6.8%
American High-Income Trust, Class R-6 Equity 24,338,200 $237,540,830.00 6.8%
American Funds Mortgage Fund, Class R-6 Equity 26,481,292 $228,003,928.00 6.6%
American Funds Strategic Bond Fund, Class R-6 Equity 25,341,875 $227,316,622.00 6.5%
The Investment Company of America, Class R-6 Equity 3,676,953 $211,976,349.00 6.1%
The Income Fund of America, Class R-6 Equity 6,385,853 $156,006,396.00 4.5%
Capital Income Builder, Class R-6 Equity 2,106,526 $145,202,811.00 4.2%
Fundamental Investors, Class R-6 Equity 1,413,594 $114,105,287.00 3.3%
American Funds Global Balanced Fund, Class R-6 Equity 2,468,889 $90,558,831.00 2.6%
AMCAP Fund, Class R-6 Equity 1,305,051 $57,109,047.00 1.7%
All Holdings: 1 - 15 of 19