Investment Fund

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All Holdings

16 Total Holdings:
As of 6/30/25
All Holdings: 1 - 15 of 16
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 26,500,684 $706,243,241.00 18.1%
Intermediate Bond Fund of America, Class R-6 Equity 34,499,055 $437,448,020.00 11.2%
The Bond Fund of America, Class R-6 Equity 34,773,447 $395,026,363.00 10.1%
Short-Term Bond Fund of America, Class R-6 Equity 33,645,141 $323,666,254.00 8.3%
American Funds Mortgage Fund, Class R-6 Equity 31,844,491 $281,505,303.00 7.2%
American Balanced Fund, Class R-6 Equity 7,446,082 $273,271,202.00 7%
Capital Income Builder, Class R-6 Equity 3,578,076 $273,150,352.00 7%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 27,958,246 $268,678,742.00 6.9%
American Mutual Fund, Class R-6 Equity 3,223,046 $191,513,420.00 4.9%
American Funds Strategic Bond Fund, Class R-6 Equity 17,167,826 $159,832,465.00 4.1%
Washington Mutual Investors Fund, Class R-6 Equity 2,446,040 $156,375,313.00 4%
Capital World Growth and Income Fund, Class R-6 Equity 1,590,514 $113,101,472.00 2.9%
The Investment Company of America, Class R-6 Equity 1,799,265 $113,227,717.00 2.9%
American Funds Multi-Sector Income Fund, Class R-6 Equity 11,207,917 $105,802,734.00 2.7%
American Funds Global Balanced Fund, Class R-6 Equity 1,768,949 $70,227,269.00 1.8%
All Holdings: 1 - 15 of 16