Investment Fund

11 Total Holdings:
As of 6/30/25
All Holdings: 1 - 11 of 11
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
The Investment Company of America, Class R-6 Equity 65,873,985 $4,145,449,872.00 20.3%
Capital World Growth and Income Fund, Class R-6 Equity 43,598,382 $3,100,280,961.00 15.2%
American Balanced Fund, Class R-6 Equity 55,261,702 $2,028,104,459.00 10%
Washington Mutual Investors Fund, Class R-6 Equity 32,007,062 $2,046,211,485.00 10%
Capital Income Builder, Class R-6 Equity 26,228,671 $2,002,296,750.00 9.8%
SMALLCAP World Fund, Inc., Class R-6 Equity 21,542,566 $1,623,663,173.00 8%
The Growth Fund of America, Class R-6 Equity 18,026,983 $1,485,783,966.00 7.3%
American Funds Global Insight Fund, Class R-6 Equity 38,449,689 $1,019,301,269.00 5%
American Funds Multi-Sector Income Fund, Class R-6 Equity 103,642,119 $978,381,602.00 4.8%
American Funds Strategic Bond Fund, Class R-6 Equity 104,436,315 $972,302,093.00 4.8%
The Bond Fund of America, Class R-6 Equity 85,902,611 $975,853,664.00 4.8%
All Holdings: 1 - 11 of 11