Investment Fund

11 Total Holdings:
As of 3/31/25
All Holdings: 1 - 11 of 11
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
The Investment Company of America, Class R-6 Equity 65,484,785 $3,652,086,447.00 19.8%
Capital World Growth and Income Fund, Class R-6 Equity 43,605,992 $2,758,515,085.00 14.9%
Capital Income Builder, Class R-6 Equity 26,305,413 $1,893,463,630.00 10.2%
Washington Mutual Investors Fund, Class R-6 Equity 30,555,726 $1,881,621,631.00 10.2%
American Balanced Fund, Class R-6 Equity 54,894,433 $1,875,193,823.00 10.1%
SMALLCAP World Fund, Inc., Class R-6 Equity 21,421,770 $1,402,483,255.00 7.6%
The Growth Fund of America, Class R-6 Equity 18,085,270 $1,262,532,723.00 6.8%
American Funds Strategic Bond Fund, Class R-6 Equity 103,918,946 $959,171,871.00 5.2%
The Bond Fund of America, Class R-6 Equity 84,282,554 $954,921,338.00 5.2%
American Funds Multi-Sector Income Fund, Class R-6 Equity 100,452,746 $939,233,174.00 5.1%
American Funds Global Insight Fund, Class R-6 Equity 38,449,689 $905,874,685.00 4.9%
All Holdings: 1 - 11 of 11