Investment Fund

19 Total Holdings:
As of 9/30/25
All Holdings: 1 - 15 of 19
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
New Perspective Fund, Class R-6 Equity 34,811,741 $2,567,365,894.00 9%
Fundamental Investors, Class R-6 Equity 27,116,117 $2,534,543,500.00 8.9%
SMALLCAP World Fund, Inc., Class R-6 Equity 32,186,144 $2,516,634,578.00 8.8%
Capital World Growth and Income Fund, Class R-6 Equity 29,938,555 $2,249,283,623.00 7.9%
Washington Mutual Investors Fund, Class R-6 Equity 33,835,092 $2,267,627,860.00 7.9%
New World Fund, Inc., Class R-6 Equity 23,203,297 $2,203,153,047.00 7.7%
AMCAP Fund, Class R-6 Equity 41,460,547 $1,996,739,941.00 7%
The Growth Fund of America, Class R-6 Equity 22,617,840 $1,993,084,089.00 7%
American Balanced Fund, Class R-6 Equity 45,500,949 $1,757,701,655.00 6.2%
American Mutual Fund, Class R-6 Equity 27,983,586 $1,744,216,907.00 6.1%
The Investment Company of America, Class R-6 Equity 25,131,196 $1,678,763,868.00 5.9%
U.S. Government Securities Fund, Class R-6 Equity 117,848,485 $1,429,502,119.00 5%
The New Economy Fund, Class R-6 Equity 18,472,564 $1,383,410,345.00 4.9%
American Funds Global Insight Fund, Class R-6 Equity 21,581,198 $601,252,188.00 2.1%
American Funds Global Balanced Fund, Class R-6 Equity 13,937,795 $572,564,613.00 2%
All Holdings: 1 - 15 of 19