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 37,242,428 $2,631,922,363.00 9%
Fundamental Investors, Class R-6 Equity 28,058,877 $2,579,452,597.00 8.8%
SMALLCAP World Fund, Inc., Class R-6 Equity 33,646,252 $2,566,872,597.00 8.8%
Washington Mutual Investors Fund, Class R-6 Equity 35,735,167 $2,331,362,263.00 8%
Capital World Growth and Income Fund, Class R-6 Equity 32,020,824 $2,288,848,488.00 7.8%
New World Fund, Inc., Class R-6 Equity 23,892,481 $2,226,062,499.00 7.6%
AMCAP Fund, Class R-6 Equity 43,043,586 $2,041,126,835.00 7%
The Growth Fund of America, Class R-6 Equity 25,356,257 $2,042,953,641.00 7%
American Balanced Fund, Class R-6 Equity 48,311,846 $1,812,177,358.00 6.2%
American Mutual Fund, Class R-6 Equity 30,358,724 $1,806,647,694.00 6.2%
The Investment Company of America, Class R-6 Equity 27,005,925 $1,691,381,105.00 5.8%
U.S. Government Securities Fund, Class R-6 Equity 120,381,660 $1,461,433,353.00 5%
The New Economy Fund, Class R-6 Equity 19,105,046 $1,407,659,821.00 4.8%
American Funds Global Insight Fund, Class R-6 Equity 22,579,984 $640,819,959.00 2.2%
American Funds Global Balanced Fund, Class R-6 Equity 14,498,347 $584,573,341.00 2%
All Holdings: 1 - 15 of 19