Investment Fund

23 Total Holdings:
As of 6/30/25
All Holdings: 1 - 15 of 23
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
Fundamental Investors, Class R-6 Equity 38,223,125 $3,357,901,510.00 8.1%
American Balanced Fund, Class R-6 Equity 89,838,658 $3,297,078,763.00 7.9%
Capital World Growth and Income Fund, Class R-6 Equity 41,674,454 $2,963,470,441.00 7.1%
AMCAP Fund, Class R-6 Equity 64,408,367 $2,926,072,112.00 7%
New Perspective Fund, Class R-6 Equity 41,774,404 $2,921,284,044.00 7%
The Growth Fund of America, Class R-6 Equity 35,503,149 $2,926,169,510.00 7%
American Mutual Fund, Class R-6 Equity 48,131,730 $2,859,987,419.00 6.9%
SMALLCAP World Fund, Inc., Class R-6 Equity 38,223,756 $2,880,924,503.00 6.9%
Washington Mutual Investors Fund, Class R-6 Equity 44,672,722 $2,855,927,121.00 6.9%
New World Fund, Inc., Class R-6 Equity 27,187,335 $2,419,400,899.00 5.8%
U.S. Government Securities Fund, Class R-6 Equity 170,505,555 $2,054,591,938.00 4.9%
The Investment Company of America, Class R-6 Equity 27,217,125 $1,712,773,694.00 4.1%
American Funds Global Insight Fund, Class R-6 Equity 62,703,466 $1,662,268,879.00 4%
The New Economy Fund, Class R-6 Equity 24,421,206 $1,677,736,829.00 4%
The Income Fund of America, Class R-6 Equity 60,979,102 $1,625,093,062.00 3.9%
All Holdings: 1 - 15 of 23