Investment Fund

19 Total Holdings:
As of 6/30/25
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 47,357,921 $3,311,739,403.00 8.8%
Fundamental Investors, Class R-6 Equity 34,843,504 $3,061,001,828.00 8.1%
SMALLCAP World Fund, Inc., Class R-6 Equity 39,567,800 $2,982,225,063.00 7.9%
Washington Mutual Investors Fund, Class R-6 Equity 46,179,764 $2,952,272,331.00 7.9%
Capital World Growth and Income Fund, Class R-6 Equity 37,685,062 $2,679,784,781.00 7.1%
AMCAP Fund, Class R-6 Equity 58,271,884 $2,647,291,681.00 7%
American Balanced Fund, Class R-6 Equity 72,094,012 $2,645,850,229.00 7%
The Growth Fund of America, Class R-6 Equity 32,120,599 $2,647,379,800.00 7%
American Mutual Fund, Class R-6 Equity 43,578,842 $2,589,454,804.00 6.9%
New World Fund, Inc., Class R-6 Equity 25,445,933 $2,264,433,594.00 6%
The Investment Company of America, Class R-6 Equity 30,054,023 $1,891,299,668.00 5%
U.S. Government Securities Fund, Class R-6 Equity 153,817,191 $1,853,497,157.00 4.9%
The New Economy Fund, Class R-6 Equity 22,113,542 $1,519,200,315.00 4.1%
American Funds Global Insight Fund, Class R-6 Equity 43,926,738 $1,164,497,818.00 3.1%
Capital Income Builder, Class R-6 Equity 10,041,844 $766,594,367.00 2.1%
All Holdings: 1 - 15 of 19