Investment Fund

BACK TO FUND'S DETAIL PAGE

All Holdings

19 Total Holdings:
As of 6/30/25
All Holdings: 1 - 15 of 19
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 24,416,429 $650,697,843.00 13.5%
Intermediate Bond Fund of America, Class R-6 Equity 34,868,186 $442,128,602.00 9.2%
The Bond Fund of America, Class R-6 Equity 38,615,719 $438,674,564.00 9.1%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 39,527,535 $379,859,616.00 7.9%
American Balanced Fund, Class R-6 Equity 9,194,893 $337,452,561.00 7%
American Funds Mortgage Fund, Class R-6 Equity 33,185,399 $293,358,929.00 6.1%
Capital Income Builder, Class R-6 Equity 3,852,242 $294,080,137.00 6.1%
American Mutual Fund, Class R-6 Equity 4,785,845 $284,374,928.00 5.9%
Short-Term Bond Fund of America, Class R-6 Equity 26,210,824 $252,148,124.00 5.2%
Capital World Growth and Income Fund, Class R-6 Equity 3,253,610 $231,364,188.00 4.8%
American Funds Multi-Sector Income Fund, Class R-6 Equity 20,191,827 $190,610,848.00 4%
American Funds Strategic Bond Fund, Class R-6 Equity 20,563,443 $191,445,650.00 4%
Washington Mutual Investors Fund, Class R-6 Equity 3,015,969 $192,810,923.00 4%
American Funds Global Balanced Fund, Class R-6 Equity 4,615,604 $183,239,498.00 3.8%
The Investment Company of America, Class R-6 Equity 2,298,099 $144,619,341.00 3%
All Holdings: 1 - 15 of 19