Investment Fund

24 Total Holdings:
As of 6/30/25
All Holdings: 1 - 15 of 24
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
American Balanced Fund, Class R-6 Equity 104,074,253 $3,819,525,089.00 8%
Capital World Growth and Income Fund, Class R-6 Equity 48,090,265 $3,419,698,718.00 7.1%
Fundamental Investors, Class R-6 Equity 38,452,722 $3,378,071,604.00 7.1%
AMCAP Fund, Class R-6 Equity 73,410,735 $3,335,049,678.00 7%
The Growth Fund of America, Class R-6 Equity 40,465,429 $3,335,160,689.00 7%
American Mutual Fund, Class R-6 Equity 55,624,541 $3,305,210,234.00 6.9%
New Perspective Fund, Class R-6 Equity 45,564,964 $3,186,357,947.00 6.7%
SMALLCAP World Fund, Inc., Class R-6 Equity 37,223,958 $2,805,569,694.00 5.9%
Washington Mutual Investors Fund, Class R-6 Equity 44,452,820 $2,841,868,770.00 5.9%
U.S. Government Securities Fund, Class R-6 Equity 193,232,878 $2,328,456,180.00 4.9%
The Investment Company of America, Class R-6 Equity 31,210,736 $1,964,091,616.00 4.1%
American Funds Global Insight Fund, Class R-6 Equity 73,128,985 $1,938,649,395.00 4%
The Income Fund of America, Class R-6 Equity 70,376,538 $1,875,534,740.00 3.9%
The New Economy Fund, Class R-6 Equity 25,581,645 $1,757,459,029.00 3.7%
New World Fund, Inc., Class R-6 Equity 19,684,615 $1,751,733,897.00 3.6%
All Holdings: 1 - 15 of 24