Investment Fund

6 Total Holdings:
As of 9/30/25
All Holdings: 1 - 6 of 6
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
Short-Term Bond Fund of America, Class R-6 Equity 145,845,068 $1,403,029,557.00 40%
Intermediate Bond Fund of America, Class R-6 Equity 85,486,926 $1,087,393,695.00 31%
American Funds Mortgage Fund, Class R-6 Equity 39,339,688 $350,910,016.00 10%
American Mutual Fund, Class R-6 Equity 5,068,159 $315,898,333.00 9%
American Balanced Fund, Class R-6 Equity 4,525,714 $174,828,316.00 5%
American Funds Strategic Bond Fund, Class R-6 Equity 18,677,185 $175,005,220.00 5%
All Holdings: 1 - 6 of 6