Investment Fund

11 Total Holdings:
As of 12/31/24
All Holdings: 1 - 11 of 11
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
Capital Income Builder, Class R-6 Equity 3,137,695 $216,281,302.00 17.9%
The Bond Fund of America, Class R-6 Equity 16,357,470 $182,222,211.00 15.1%
The Income Fund of America, Class R-6 Equity 7,373,056 $180,123,754.00 14.9%
American Funds Strategic Bond Fund, Class R-6 Equity 13,515,169 $121,231,067.00 10.1%
American Funds Multi-Sector Income Fund, Class R-6 Equity 10,390,466 $97,150,858.00 8.1%
American Balanced Fund, Class R-6 Equity 2,787,480 $95,749,925.00 7.9%
American Mutual Fund, Class R-6 Equity 1,514,422 $83,580,962.00 6.9%
U.S. Government Securities Fund, Class R-6 Equity 5,174,734 $60,803,123.00 5.1%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 6,618,426 $60,558,598.00 5%
Intermediate Bond Fund of America, Class R-6 Equity 4,894,184 $60,736,828.00 5%
American Funds Global Balanced Fund, Class R-6 Equity 1,306,655 $47,928,099.00 4%
All Holdings: 1 - 11 of 11