Investment Fund

20 Total Holdings:
As of 3/31/26
All Holdings: 1 - 15 of 20
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
New Perspective Fund, Class R-6 Equity 38,141,085 $2,554,689,895.00 9%
SMALLCAP World Fund, Inc., Class R-6 Equity 32,874,273 $2,483,980,058.00 8.8%
Fundamental Investors, Class R-6 Equity 27,792,102 $2,464,603,597.00 8.7%
Washington Mutual Investors Fund, Class R-6 Equity 35,980,398 $2,265,685,646.00 8%
Capital World Growth and Income Fund, Class R-6 Equity 31,888,804 $2,243,058,498.00 7.9%
New World Fund, Inc., Class R-6 Equity 23,731,085 $2,178,513,565.00 7.7%
The Growth Fund of America, Class R-6 Equity 27,288,921 $2,022,927,739.00 7.2%
AMCAP Fund, Class R-6 Equity 45,503,050 $1,975,287,406.00 7%
American Mutual Fund, Class R-6 Equity 30,655,452 $1,793,343,939.00 6.3%
The Investment Company of America, Class R-6 Equity 27,420,012 $1,629,297,119.00 5.8%
American Balanced Fund, Class R-6 Equity 42,100,022 $1,556,437,828.00 5.5%
The New Economy Fund, Class R-6 Equity 19,656,509 $1,369,075,878.00 4.8%
U.S. Government Securities Fund, Class R-6 Equity 113,185,313 $1,357,091,904.00 4.8%
American Funds Global Insight Fund, Class R-6 Equity 23,234,977 $636,173,662.00 2.3%
American Funds Global Balanced Fund, Class R-6 Equity 14,141,291 $566,500,120.00 2%
All Holdings: 1 - 15 of 20