Investment Fund

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All Holdings

18 Total Holdings:
As of 9/30/26
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 22,898,391 $617,340,620.00 14.6%
Intermediate Bond Fund of America, Class R-6 Equity 34,660,246 $420,082,177.00 10%
The Bond Fund of America, Class R-6 Equity 38,835,811 $416,708,249.00 9.9%
American Balanced Fund, Class R-6 Equity 7,417,377 $294,989,086.00 7%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 30,555,086 $281,717,888.00 6.7%
Capital Income Builder, Class R-6 Equity 3,446,359 $278,431,352.00 6.6%
American Funds Mortgage Fund, Class R-6 Equity 32,293,598 $268,359,802.00 6.4%
Short-Term Bond Fund of America, Class R-6 Equity 27,382,342 $256,024,900.00 6%
American Mutual Fund, Class R-6 Equity 3,777,860 $237,362,972.00 5.6%
Capital World Growth and Income Fund, Class R-6 Equity 2,228,434 $181,149,425.00 4.3%
American Funds Strategic Bond Fund, Class R-6 Equity 19,632,376 $169,231,079.00 4%
Washington Mutual Investors Fund, Class R-6 Equity 2,544,476 $167,909,955.00 4%
American Funds Multi-Sector Income Fund, Class R-6 Equity 17,334,174 $154,794,174.00 3.7%
American Funds Global Balanced Fund, Class R-6 Equity 3,334,186 $139,435,648.00 3.3%
The Investment Company of America, Class R-6 Equity 1,857,457 $126,567,106.00 3%
All Holdings: 1 - 15 of 18