Investment Fund

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All Holdings

14 Total Holdings:
As of 6/30/25
All Holdings: 1 - 14 of 14
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 56,293,423 $713,800,605.00 15.4%
The Bond Fund of America, Class R-6 Equity 50,044,565 $568,506,255.00 12.3%
American Funds Mortgage Fund, Class R-6 Equity 62,816,957 $555,301,901.00 12%
American Mutual Fund, Class R-6 Equity 7,843,216 $466,043,886.00 10.1%
American Funds Strategic Bond Fund, Class R-6 Equity 47,722,853 $444,299,758.00 9.6%
The Income Fund of America, Class R-6 Equity 12,092,503 $322,265,193.00 7%
American Balanced Fund, Class R-6 Equity 8,737,885 $320,680,367.00 6.9%
American High-Income Trust, Class R-6 Equity 28,142,817 $277,206,747.00 6%
American Funds Multi-Sector Income Fund, Class R-6 Equity 29,182,223 $275,480,183.00 5.9%
Washington Mutual Investors Fund, Class R-6 Equity 3,654,096 $233,606,377.00 5%
Capital Income Builder, Class R-6 Equity 2,415,985 $184,436,314.00 4%
Capital World Growth and Income Fund, Class R-6 Equity 2,178,279 $154,897,451.00 3.3%
The Investment Company of America, Class R-6 Equity 979,323 $61,628,781.00 1.3%
American Funds Global Balanced Fund, Class R-6 Equity 1,455,809 $57,795,604.00 1.2%
All Holdings: 1 - 14 of 14