Investment Fund

16 Total Holdings:
As of 3/31/24
All Holdings: 1 - 15 of 16
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
New Perspective Fund, Class R-6 Equity 20,089,681 $1,219,041,815.00 10%
SMALLCAP World Fund, Inc., Class R-6 Equity 17,210,363 $1,225,549,940.00 10%
Fundamental Investors, Class R-6 Equity 13,828,217 $1,099,619,784.00 9%
Capital World Growth and Income Fund, Class R-6 Equity 16,459,204 $1,066,720,986.00 8.7%
Washington Mutual Investors Fund, Class R-6 Equity 15,756,679 $980,695,680.00 8%
AMCAP Fund, Class R-6 Equity 19,788,079 $854,053,472.00 7%
The Growth Fund of America, Class R-6 Equity 12,009,080 $854,926,391.00 7%
The Investment Company of America, Class R-6 Equity 15,419,879 $855,340,710.00 7%
American Balanced Fund, Class R-6 Equity 21,613,894 $731,846,455.00 6%
American Funds Global Balanced Fund, Class R-6 Equity 16,251,859 $609,607,227.00 5%
American Mutual Fund, Class R-6 Equity 11,308,369 $615,175,269.00 5%
New World Fund, Inc., Class R-6 Equity 7,713,235 $608,342,850.00 5%
The New Economy Fund, Class R-6 Equity 10,108,533 $609,645,619.00 5%
U.S. Government Securities Fund, Class R-6 Equity 51,372,908 $611,337,606.00 5%
EuroPacific Growth Fund, Class R-6 Equity 4,115,409 $241,862,563.00 2%
All Holdings: 1 - 15 of 16