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Investment Fund

19 Total Holdings:
As of 9/30/25
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 46,705,589 $3,444,537,214.00 8.7%
Fundamental Investors, Class R-6 Equity 33,798,798 $3,159,173,630.00 8%
SMALLCAP World Fund, Inc., Class R-6 Equity 39,286,867 $3,071,840,150.00 7.8%
Washington Mutual Investors Fund, Class R-6 Equity 46,171,224 $3,094,395,410.00 7.8%
American Balanced Fund, Class R-6 Equity 73,315,130 $2,832,163,473.00 7.2%
AMCAP Fund, Class R-6 Equity 57,262,906 $2,757,781,570.00 7%
American Mutual Fund, Class R-6 Equity 44,357,224 $2,764,785,797.00 7%
Capital World Growth and Income Fund, Class R-6 Equity 36,800,024 $2,764,785,797.00 7%
The Growth Fund of America, Class R-6 Equity 31,238,145 $2,752,705,333.00 7%
New World Fund, Inc., Class R-6 Equity 24,987,970 $2,372,607,715.00 6%
U.S. Government Securities Fund, Class R-6 Equity 162,884,911 $1,975,793,972.00 5%
The Investment Company of America, Class R-6 Equity 28,695,389 $1,916,851,957.00 4.9%
The New Economy Fund, Class R-6 Equity 21,051,392 $1,576,538,744.00 4%
American Funds Global Insight Fund, Class R-6 Equity 43,926,738 $1,223,798,914.00 3.1%
The Income Fund of America, Class R-6 Equity 32,974,387 $906,136,163.00 2.3%
All Holdings: 1 - 15 of 19