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
Fundamental Investors, Class R-6 Equity 28,069,080 $2,465,868,696.00 9.1%
New Perspective Fund, Class R-6 Equity 34,802,275 $2,433,723,062.00 9%
SMALLCAP World Fund, Inc., Class R-6 Equity 32,089,561 $2,418,590,250.00 8.9%
Capital World Growth and Income Fund, Class R-6 Equity 30,471,260 $2,166,811,301.00 8%
New World Fund, Inc., Class R-6 Equity 23,787,568 $2,116,855,674.00 7.8%
Washington Mutual Investors Fund, Class R-6 Equity 33,300,468 $2,128,898,926.00 7.8%
AMCAP Fund, Class R-6 Equity 41,955,170 $1,906,023,369.00 7%
The Growth Fund of America, Class R-6 Equity 23,126,508 $1,906,086,813.00 7%
American Balanced Fund, Class R-6 Equity 44,980,631 $1,650,789,166.00 6.1%
The Investment Company of America, Class R-6 Equity 26,161,948 $1,646,371,394.00 6.1%
American Mutual Fund, Class R-6 Equity 26,869,746 $1,596,600,283.00 5.9%
U.S. Government Securities Fund, Class R-6 Equity 112,224,542 $1,352,305,728.00 5%
The New Economy Fund, Class R-6 Equity 19,456,644 $1,336,671,451.00 4.9%
American Funds Global Balanced Fund, Class R-6 Equity 13,558,186 $538,259,987.00 2%
American Funds Global Insight Fund, Class R-6 Equity 21,124,375 $560,007,170.00 2%
All Holdings: 1 - 15 of 19