Investment Fund

10 Total Holdings:
As of 12/31/24
All Holdings: 1 - 10 of 10
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 12,001,424 $293,194,786.00 20%
Capital Income Builder, Class R-6 Equity 3,823,224 $263,534,856.00 17.9%
American Balanced Fund, Class R-6 Equity 6,381,715 $219,211,898.00 14.9%
American Funds Multi-Sector Income Fund, Class R-6 Equity 14,260,615 $133,336,749.00 9.1%
The Bond Fund of America, Class R-6 Equity 10,626,399 $118,378,088.00 8.1%
U.S. Government Securities Fund, Class R-6 Equity 8,827,553 $103,723,751.00 7.1%
Capital World Growth and Income Fund, Class R-6 Equity 1,603,237 $101,853,672.00 6.9%
American Funds Strategic Bond Fund, Class R-6 Equity 9,860,421 $88,447,976.00 6%
American Funds Global Balanced Fund, Class R-6 Equity 1,993,657 $73,127,323.00 5%
American Mutual Fund, Class R-6 Equity 1,320,750 $72,892,188.00 5%
All Holdings: 1 - 10 of 10