Portfolio concentration
As of January 31, 2026 · N-PORT
Holdings
6
Top-10 weight
100.00%
Effective holdings
?
The number of equal-weight positions that would produce this portfolio's concentration (1 ÷ Herfindahl index). A 500-stock fund dominated by a few mega-caps might have only ~100 effective holdings.
4
Crowding
?
The value-weighted average number of funds that also own this fund's positions. High = consensus/crowded picks; low = holdings few other funds own.
23.0
Holdings
As of January 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | SHORT TERM BOND FUND OF AMERICA R6 (STBF CL R6) | RMMGX | 135,022,647 | $1.30B | 39.95% |
| 2 | INTERMEDIATE BOND FUND OF AMERICA R6 (IBFA CL R6) | RBOGX | 79,081,876 | $1.01B | 30.93% |
| 3 | AMERICAN FUNDS MORTGAGE R6 (AFMF CL R6) | RMAGX | 36,382,896 | $324.90M | 9.98% |
| 4 | AMERICAN MUTUAL FUND R6 (AMF CL R6) | RMFGX | 4,785,015 | $290.83M | 8.94% |
| 5 | AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | RANGX | 17,312,335 | $162.56M | 4.99% |
| 6 | AMERICAN BALANCED FUND R6 (AMBAL CL R6) | RLBGX | 4,199,658 | $161.69M | 4.97% |
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