Investment Fund

18 Total Holdings:
As of 3/31/26
All Holdings: 1 - 15 of 18
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
New Perspective Fund, Class R-6 Equity 26,874,146 $1,800,030,294.00 9.8%
SMALLCAP World Fund, Inc., Class R-6 Equity 23,822,529 $1,800,030,294.00 9.8%
Fundamental Investors, Class R-6 Equity 18,614,051 $1,650,694,016.00 9%
Capital World Growth and Income Fund, Class R-6 Equity 21,397,295 $1,505,085,740.00 8.2%
New World Fund, Inc., Class R-6 Equity 16,432,175 $1,508,473,680.00 8.2%
Washington Mutual Investors Fund, Class R-6 Equity 23,404,763 $1,473,797,921.00 8%
The Growth Fund of America, Class R-6 Equity 17,746,404 $1,315,540,927.00 7.1%
AMCAP Fund, Class R-6 Equity 29,578,643 $1,284,008,885.00 7%
The Investment Company of America, Class R-6 Equity 20,931,343 $1,243,740,431.00 6.7%
American Mutual Fund, Class R-6 Equity 17,327,913 $1,013,682,940.00 5.5%
American Balanced Fund, Class R-6 Equity 25,687,783 $949,677,322.00 5.2%
The New Economy Fund, Class R-6 Equity 13,501,572 $940,384,524.00 5.1%
U.S. Government Securities Fund, Class R-6 Equity 73,976,444 $886,977,561.00 4.8%
EUPAC Fund, Class R-6 Equity 6,277,153 $369,473,222.00 2%
American Funds Global Balanced Fund, Class R-6 Equity 8,820,976 $353,368,306.00 1.9%
All Holdings: 1 - 15 of 18