Investment Fund

11 Total Holdings:
As of 3/31/26
All Holdings: 1 - 11 of 11
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
The Investment Company of America, Class R-6 Equity 70,960,655 $4,216,482,128.00 19.7%
Capital World Growth and Income Fund, Class R-6 Equity 44,867,325 $3,155,967,643.00 14.8%
Capital Income Builder, Class R-6 Equity 27,986,878 $2,173,460,959.00 10.2%
American Balanced Fund, Class R-6 Equity 58,387,196 $2,158,574,637.00 10.1%
Washington Mutual Investors Fund, Class R-6 Equity 33,964,124 $2,138,720,897.00 10%
SMALLCAP World Fund, Inc., Class R-6 Equity 22,262,033 $1,682,119,182.00 7.9%
The Growth Fund of America, Class R-6 Equity 19,467,002 $1,443,088,824.00 6.8%
American Funds Multi-Sector Income Fund, Class R-6 Equity 119,232,559 $1,108,862,798.00 5.2%
American Funds Strategic Bond Fund, Class R-6 Equity 120,313,203 $1,104,475,205.00 5.2%
The Bond Fund of America, Class R-6 Equity 98,042,688 $1,108,862,798.00 5.2%
American Funds Global Insight Fund, Class R-6 Equity 38,239,169 $1,046,988,444.00 4.9%
All Holdings: 1 - 11 of 11