Investment Fund

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All Holdings

25 Total Holdings:
As of 6/30/25
All Holdings: 1 - 15 of 25
Security Name Asset Type Shares or
Principal Amount 		Market Value Percent of
Net Assets descending arrow
American Balanced Fund, Class R-6 Equity 113,721,069 $4,173,563,215.00 8.1%
Capital World Growth and Income Fund, Class R-6 Equity 51,401,518 $3,655,161,935.00 7.1%
American Mutual Fund, Class R-6 Equity 61,026,862 $3,626,216,111.00 7%
AMCAP Fund, Class R-6 Equity 69,083,862 $3,138,479,853.00 6.1%
The Growth Fund of America, Class R-6 Equity 36,828,584 $3,035,411,892.00 5.9%
Fundamental Investors, Class R-6 Equity 34,045,944 $2,990,936,188.00 5.8%
Washington Mutual Investors Fund, Class R-6 Equity 41,166,862 $2,631,797,507.00 5.1%
American Funds Global Balanced Fund, Class R-6 Equity 64,609,581 $2,565,000,353.00 5%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 263,739,810 $2,534,539,571.00 4.9%
American Funds Mortgage Fund, Class R-6 Equity 280,957,446 $2,483,663,825.00 4.8%
U.S. Government Securities Fund, Class R-6 Equity 206,054,680 $2,482,958,892.00 4.8%
American Funds Global Insight Fund, Class R-6 Equity 77,112,318 $2,044,247,559.00 4%
Capital Income Builder, Class R-6 Equity 26,925,802 $2,055,515,718.00 4%
The Income Fund of America, Class R-6 Equity 77,978,974 $2,078,139,670.00 4%
The Investment Company of America, Class R-6 Equity 32,744,276 $2,060,597,316.00 4%
All Holdings: 1 - 15 of 25