Investment Fund

10 Total Holdings:
As of 3/31/24
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 16,555,715 $390,714,863.00 24%
American Balanced Fund, Class R-6 Equity 9,852,343 $325,915,491.00 20%
Capital Income Builder, Class R-6 Equity 3,425,736 $228,804,878.00 14%
Capital World Growth and Income Fund, Class R-6 Equity 2,575,093 $161,870,320.00 10%
American Funds Multi-Sector Income Fund, Class R-6 Equity 12,487,573 $115,385,173.00 7%
AMCAP Fund, Class R-6 Equity 1,938,101 $81,535,916.00 5%
American Funds Global Balanced Fund, Class R-6 Equity 2,218,743 $81,538,821.00 5%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 9,032,186 $82,012,252.00 5%
American High-Income Trust, Class R-6 Equity 8,681,172 $82,297,510.00 5%
American Mutual Fund, Class R-6 Equity 1,553,448 $82,255,080.00 5%
All Holdings: 1 - 10 of 10