Investment Fund

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All Holdings

18 Total Holdings:
As of 9/30/25
All Holdings: 1 - 15 of 18
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 23,808,994 $654,271,164.00 13.8%
Intermediate Bond Fund of America, Class R-6 Equity 34,789,719 $442,525,223.00 9.3%
The Bond Fund of America, Class R-6 Equity 38,025,128 $435,387,720.00 9.1%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 38,115,240 $373,529,355.00 7.8%
American Balanced Fund, Class R-6 Equity 8,622,405 $333,083,502.00 7%
Capital Income Builder, Class R-6 Equity 3,702,868 $292,637,648.00 6.2%
American Funds Mortgage Fund, Class R-6 Equity 32,806,911 $292,637,648.00 6.1%
American Mutual Fund, Class R-6 Equity 4,471,429 $278,704,178.00 5.9%
Short-Term Bond Fund of America, Class R-6 Equity 26,957,307 $259,329,298.00 5.4%
Capital World Growth and Income Fund, Class R-6 Equity 2,976,206 $223,602,379.00 4.7%
American Funds Strategic Bond Fund, Class R-6 Equity 20,313,066 $190,333,429.00 4%
Washington Mutual Investors Fund, Class R-6 Equity 2,845,046 $190,674,967.00 4%
American Funds Multi-Sector Income Fund, Class R-6 Equity 19,223,077 $183,195,926.00 3.9%
American Funds Global Balanced Fund, Class R-6 Equity 4,285,745 $176,058,422.00 3.7%
The Investment Company of America, Class R-6 Equity 2,132,973 $142,482,604.00 3%
All Holdings: 1 - 15 of 18