Investment Fund

19 Total Holdings:
As of 12/31/25
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 49,023,891 $3,464,518,358.00 8.6%
Fundamental Investors, Class R-6 Equity 35,130,731 $3,229,568,137.00 8%
SMALLCAP World Fund, Inc., Class R-6 Equity 41,087,484 $3,134,564,156.00 7.8%
Washington Mutual Investors Fund, Class R-6 Equity 47,994,840 $3,131,183,363.00 7.8%
American Balanced Fund, Class R-6 Equity 77,289,642 $2,899,134,488.00 7.2%
AMCAP Fund, Class R-6 Equity 59,328,665 $2,813,365,278.00 7%
American Mutual Fund, Class R-6 Equity 47,249,009 $2,811,788,551.00 7%
Capital World Growth and Income Fund, Class R-6 Equity 39,548,273 $2,826,910,569.00 7%
The Growth Fund of America, Class R-6 Equity 34,930,695 $2,814,366,101.00 7%
New World Fund, Inc., Class R-6 Equity 25,988,820 $2,421,378,327.00 6%
U.S. Government Securities Fund, Class R-6 Equity 165,839,196 $2,013,287,839.00 5%
The Investment Company of America, Class R-6 Equity 30,855,839 $1,932,501,225.00 4.8%
The New Economy Fund, Class R-6 Equity 21,933,540 $1,616,063,192.00 4%
American Funds Global Insight Fund, Class R-6 Equity 45,320,001 $1,286,181,623.00 3.2%
The Income Fund of America, Class R-6 Equity 36,997,633 $966,378,163.00 2.4%
All Holdings: 1 - 15 of 19