Investment Fund

25 Total Holdings:
As of 3/31/26
All Holdings: 1 - 15 of 25
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
American Balanced Fund, Class R-6 Equity 89,606,972 $3,312,769,746.00 7.7%
Fundamental Investors, Class R-6 Equity 37,289,867 $3,306,865,366.00 7.7%
American Mutual Fund, Class R-6 Equity 52,044,116 $3,044,580,784.00 7.1%
Capital World Growth and Income Fund, Class R-6 Equity 43,580,018 $3,065,418,447.00 7.1%
AMCAP Fund, Class R-6 Equity 69,145,291 $3,001,597,099.00 7%
New Perspective Fund, Class R-6 Equity 45,000,449 $3,014,130,041.00 7%
The Growth Fund of America, Class R-6 Equity 40,941,039 $3,034,959,256.00 7%
SMALLCAP World Fund, Inc., Class R-6 Equity 39,083,187 $2,953,125,595.00 6.8%
Washington Mutual Investors Fund, Class R-6 Equity 46,515,925 $2,929,107,812.00 6.8%
New World Fund, Inc., Class R-6 Equity 26,268,553 $2,411,453,205.00 5.6%
U.S. Government Securities Fund, Class R-6 Equity 175,915,467 $2,109,226,445.00 4.9%
American Funds Global Insight Fund, Class R-6 Equity 62,726,670 $1,717,456,221.00 4%
The Income Fund of America, Class R-6 Equity 64,844,324 $1,730,695,016.00 4%
The Investment Company of America, Class R-6 Equity 28,721,779 $1,706,648,084.00 4%
The New Economy Fund, Class R-6 Equity 24,582,520 $1,712,172,547.00 4%
All Holdings: 1 - 15 of 25