Investment Fund

17 Total Holdings:
As of 9/30/25
All Holdings: 1 - 15 of 17
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
New Perspective Fund, Class R-6 Equity 24,214,354 $1,785,808,618.00 9.9%
SMALLCAP World Fund, Inc., Class R-6 Equity 22,744,426 $1,778,386,648.00 9.8%
Fundamental Investors, Class R-6 Equity 17,408,583 $1,627,180,289.00 9%
Capital World Growth and Income Fund, Class R-6 Equity 19,252,397 $1,446,432,605.00 8%
New World Fund, Inc., Class R-6 Equity 15,246,255 $1,447,631,941.00 8%
Washington Mutual Investors Fund, Class R-6 Equity 21,582,104 $1,446,432,605.00 8%
AMCAP Fund, Class R-6 Equity 26,173,156 $1,260,499,173.00 7%
The Growth Fund of America, Class R-6 Equity 14,302,143 $1,260,304,828.00 7%
The Investment Company of America, Class R-6 Equity 18,541,509 $1,238,572,768.00 6.8%
American Balanced Fund, Class R-6 Equity 28,103,303 $1,085,630,591.00 6%
American Mutual Fund, Class R-6 Equity 14,941,468 $931,301,705.00 5.2%
The New Economy Fund, Class R-6 Equity 12,031,692 $901,053,408.00 5%
U.S. Government Securities Fund, Class R-6 Equity 74,669,542 $905,741,539.00 5%
American Funds Global Balanced Fund, Class R-6 Equity 8,826,839 $362,606,545.00 2%
EUPAC Fund, Class R6 Equity 5,647,100 $364,407,392.00 2%
All Holdings: 1 - 15 of 17