Investment Fund

20 Total Holdings:
As of 9/30/26
All Holdings: 1 - 15 of 20
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
New Perspective Fund, Class R-6 Equity 46,568,184 $3,520,554,702.00 8.3%
Fundamental Investors, Class R-6 Equity 33,399,992 $3,398,783,223.00 8.1%
Capital World Growth and Income Fund, Class R-6 Equity 39,431,884 $3,205,417,830.00 7.6%
SMALLCAP World Fund, Inc., Class R-6 Equity 38,088,535 $3,233,335,778.00 7.6%
The Growth Fund of America, Class R-6 Equity 35,953,549 $3,186,922,586.00 7.6%
Washington Mutual Investors Fund, Class R-6 Equity 48,342,467 $3,190,119,414.00 7.5%
AMCAP Fund, Class R-6 Equity 63,522,333 $2,958,870,254.00 7%
American Mutual Fund, Class R-6 Equity 46,502,611 $2,921,759,063.00 6.9%
New World Fund, Inc., Class R-6 Equity 25,645,705 $2,747,937,283.00 6.5%
American Balanced Fund, Class R-6 Equity 56,382,585 $2,242,335,418.00 5.3%
The Investment Company of America, Class R-6 Equity 29,081,187 $1,981,592,098.00 4.7%
The New Economy Fund, Class R-6 Equity 22,012,901 $1,919,965,184.00 4.5%
U.S. Government Securities Fund, Class R-6 Equity 167,017,004 $1,885,621,970.00 4.5%
American Funds Global Insight Fund, Class R-6 Equity 45,850,432 $1,430,074,989.00 3.4%
The Income Fund of America, Class R-6 Equity 41,606,703 $1,121,716,711.00 2.7%
All Holdings: 1 - 15 of 20