Investment Fund

24 Total Holdings:
As of 3/31/25
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 103,113,848 $3,522,369,040.00 8.1%
American Mutual Fund, Class R-6 Equity 55,374,661 $3,117,593,431.00 7.1%
Capital World Growth and Income Fund, Class R-6 Equity 48,196,093 $3,048,884,846.00 7%
Fundamental Investors, Class R-6 Equity 37,987,669 $2,961,138,833.00 6.8%
AMCAP Fund, Class R-6 Equity 71,754,844 $2,936,925,745.00 6.7%
New Perspective Fund, Class R-6 Equity 48,177,093 $2,937,839,157.00 6.7%
The Growth Fund of America, Class R-6 Equity 42,070,273 $2,936,925,745.00 6.7%
Washington Mutual Investors Fund, Class R-6 Equity 42,437,141 $2,613,279,121.00 6%
SMALLCAP World Fund, Inc., Class R-6 Equity 37,853,672 $2,478,279,880.00 5.7%
U.S. Government Securities Fund, Class R-6 Equity 186,653,191 $2,241,704,828.00 5.1%
The Income Fund of America, Class R-6 Equity 70,824,548 $1,798,943,524.00 4.1%
American Funds Global Insight Fund, Class R-6 Equity 73,874,099 $1,740,473,766.00 4%
New World Fund, Inc., Class R-6 Equity 22,334,709 $1,748,360,986.00 4%
The Investment Company of America, Class R-6 Equity 30,586,850 $1,705,828,611.00 3.9%
The New Economy Fund, Class R-6 Equity 27,244,904 $1,583,473,845.00 3.6%
All Holdings: 1 - 15 of 24