Investment Fund

19 Total Holdings:
As of 3/31/25
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 48,525,460 $2,959,082,533.00 8.8%
Washington Mutual Investors Fund, Class R-6 Equity 44,085,778 $2,714,802,218.00 8%
Fundamental Investors, Class R-6 Equity 33,869,432 $2,640,122,196.00 7.8%
SMALLCAP World Fund, Inc., Class R-6 Equity 40,289,800 $2,637,773,218.00 7.8%
American Mutual Fund, Class R-6 Equity 43,383,075 $2,442,467,110.00 7.2%
American Balanced Fund, Class R-6 Equity 70,714,411 $2,415,604,266.00 7.1%
Capital World Growth and Income Fund, Class R-6 Equity 37,506,887 $2,372,685,697.00 7%
AMCAP Fund, Class R-6 Equity 56,620,873 $2,317,492,316.00 6.9%
The Growth Fund of America, Class R-6 Equity 33,182,408 $2,316,463,904.00 6.8%
New World Fund, Inc., Class R-6 Equity 26,726,061 $2,092,116,055.00 6.2%
U.S. Government Securities Fund, Class R-6 Equity 144,804,348 $1,739,100,217.00 5.1%
The Investment Company of America, Class R-6 Equity 29,268,634 $1,632,311,729.00 4.8%
The New Economy Fund, Class R-6 Equity 22,398,536 $1,301,802,911.00 3.9%
American Funds Global Insight Fund, Class R-6 Equity 44,280,894 $1,043,257,855.00 3.1%
The Income Fund of America, Class R-6 Equity 28,893,311 $733,890,109.00 2.2%
All Holdings: 1 - 15 of 19