Investment Fund

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All Holdings

18 Total Holdings:
As of 12/31/24
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 28,356,981 $692,761,036.00 18%
Intermediate Bond Fund of America, Class R-6 Equity 34,273,445 $425,333,453.00 11%
The Bond Fund of America, Class R-6 Equity 34,720,250 $386,783,582.00 10.1%
Short-Term Bond Fund of America, Class R-6 Equity 32,495,681 $309,683,842.00 8%
American Balanced Fund, Class R-6 Equity 7,816,320 $268,490,599.00 7%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 29,632,128 $271,133,971.00 7%
American Funds Mortgage Fund, Class R-6 Equity 31,490,589 $271,133,971.00 7%
Capital Income Builder, Class R-6 Equity 3,926,180 $270,631,588.00 7%
American Mutual Fund, Class R-6 Equity 3,436,424 $189,656,222.00 4.9%
American Funds Strategic Bond Fund, Class R-6 Equity 17,267,493 $154,889,416.00 4%
Washington Mutual Investors Fund, Class R-6 Equity 2,479,605 $152,743,652.00 4%
American Funds Multi-Sector Income Fund, Class R-6 Equity 12,506,363 $116,934,490.00 3%
Capital World Growth and Income Fund, Class R-6 Equity 1,807,037 $114,801,078.00 3%
The Investment Company of America, Class R-6 Equity 1,982,762 $114,306,223.00 3%
American Funds Global Balanced Fund, Class R-6 Equity 2,094,734 $76,834,837.00 2%
All Holdings: 1 - 15 of 18