Investment Fund

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All Holdings

18 Total Holdings:
As of 12/31/25
All Holdings: 1 - 15 of 18
Security Name Asset Type Shares or
Principal Amount 		Market Value Percent of
Net Assets descending arrow
The Income Fund of America, Class R-6 Equity 24,925,048 $651,042,258.00 14%
Intermediate Bond Fund of America, Class R-6 Equity 34,310,467 $437,115,347.00 9.4%
The Bond Fund of America, Class R-6 Equity 37,363,901 $427,816,669.00 9.2%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 38,342,254 $362,717,723.00 7.8%
American Balanced Fund, Class R-6 Equity 8,680,046 $325,588,536.00 7%
American Funds Mortgage Fund, Class R-6 Equity 32,216,369 $288,336,503.00 6.2%
Capital Income Builder, Class R-6 Equity 3,751,708 $288,393,826.00 6.2%
American Mutual Fund, Class R-6 Equity 4,519,460 $268,953,058.00 5.8%
Short-Term Bond Fund of America, Class R-6 Equity 27,044,701 $260,440,470.00 5.6%
Capital World Growth and Income Fund, Class R-6 Equity 2,993,809 $213,997,444.00 4.6%
American Funds Strategic Bond Fund, Class R-6 Equity 19,833,689 $185,643,332.00 4%
Washington Mutual Investors Fund, Class R-6 Equity 2,840,479 $185,312,880.00 4%
American Funds Multi-Sector Income Fund, Class R-6 Equity 18,625,118 $176,752,370.00 3.8%
American Funds Global Balanced Fund, Class R-6 Equity 4,154,539 $167,511,015.00 3.6%
The Investment Company of America, Class R-6 Equity 2,227,449 $139,505,119.00 3%
All Holdings: 1 - 15 of 18