Investment Fund

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All Holdings

13 Total Holdings:
As of 6/30/25
All Holdings: 1 - 13 of 13
Security Name Asset Type Shares or
Principal Amount 		Market Value Percent of
Net Assets descending arrow
Intermediate Bond Fund of America, Class R-6 Equity 85,480,693 $1,083,895,188.00 28.4%
Short-Term Bond Fund of America, Class R-6 Equity 78,960,349 $759,598,554.00 19.9%
American Funds Mortgage Fund, Class R-6 Equity 53,918,105 $476,636,052.00 12.5%
American Mutual Fund, Class R-6 Equity 6,130,024 $364,246,002.00 9.6%
American Funds Strategic Bond Fund, Class R-6 Equity 30,670,560 $285,542,913.00 7.5%
American Balanced Fund, Class R-6 Equity 6,309,528 $231,559,677.00 6.1%
The Bond Fund of America, Class R-6 Equity 18,444,689 $209,531,667.00 5.5%
American Funds Multi-Sector Income Fund, Class R-6 Equity 10,106,574 $95,406,055.00 2.5%
American High-Income Trust, Class R-6 Equity 9,706,449 $95,608,519.00 2.5%
The Income Fund of America, Class R-6 Equity 3,583,645 $95,504,147.00 2.5%
Capital Income Builder, Class R-6 Equity 501,769 $38,305,070.00 1%
Capital World Growth and Income Fund, Class R-6 Equity 545,992 $38,825,482.00 1%
Washington Mutual Investors Fund, Class R-6 Equity 604,678 $38,657,064.00 1%
All Holdings: 1 - 13 of 13