Investment Fund

24 Total Holdings:
As of 3/31/26
All Holdings: 1 - 15 of 24
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
American Balanced Fund, Class R-6 Equity 115,323,896 $4,263,524,423.00 8.1%
American Mutual Fund, Class R-6 Equity 63,872,657 $3,736,550,432.00 7.1%
Capital World Growth and Income Fund, Class R-6 Equity 52,244,820 $3,674,900,656.00 6.9%
AMCAP Fund, Class R-6 Equity 70,890,798 $3,077,369,540.00 5.8%
The Growth Fund of America, Class R-6 Equity 38,420,347 $2,848,100,352.00 5.4%
American Funds Global Balanced Fund, Class R-6 Equity 67,295,891 $2,695,873,389.00 5.1%
Fundamental Investors, Class R-6 Equity 30,553,050 $2,709,444,498.00 5.1%
American Funds Mortgage Fund, Class R-6 Equity 301,017,038 $2,664,000,790.00 5%
U.S. Government Securities Fund, Class R-6 Equity 222,185,220 $2,664,000,790.00 5%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 272,072,291 $2,573,803,877.00 4.9%
Washington Mutual Investors Fund, Class R-6 Equity 41,508,249 $2,613,774,469.00 4.9%
The Income Fund of America, Class R-6 Equity 82,534,801 $2,202,853,849.00 4.2%
Capital Income Builder, Class R-6 Equity 27,829,054 $2,161,204,337.00 4.1%
American Funds Global Insight Fund, Class R-6 Equity 71,405,671 $1,955,087,284.00 3.7%
The Investment Company of America, Class R-6 Equity 32,549,009 $1,934,062,102.00 3.7%
All Holdings: 1 - 15 of 24