Investment Fund

20 Total Holdings:
As of 6/30/26
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 37,942,397 $2,872,998,275.00 9%
Fundamental Investors, Class R-6 Equity 26,850,492 $2,779,831,445.00 8.7%
SMALLCAP World Fund, Inc., Class R-6 Equity 30,963,425 $2,777,419,193.00 8.7%
Capital World Growth and Income Fund, Class R-6 Equity 31,232,932 $2,551,418,184.00 8%
Washington Mutual Investors Fund, Class R-6 Equity 38,242,889 $2,560,743,836.00 8%
New World Fund, Inc., Class R-6 Equity 22,743,776 $2,471,566,131.00 7.8%
The Growth Fund of America, Class R-6 Equity 26,547,309 $2,344,127,355.00 7.4%
AMCAP Fund, Class R-6 Equity 47,327,074 $2,206,861,480.00 6.9%
American Mutual Fund, Class R-6 Equity 32,264,034 $2,075,545,307.00 6.5%
The Investment Company of America, Class R-6 Equity 26,511,927 $1,808,378,534.00 5.7%
The New Economy Fund, Class R-6 Equity 17,641,279 $1,611,354,395.00 5.1%
American Balanced Fund, Class R-6 Equity 37,285,351 $1,530,936,530.00 4.8%
U.S. Government Securities Fund, Class R-6 Equity 123,103,638 $1,462,471,221.00 4.6%
American Funds Global Insight Fund, Class R-6 Equity 23,308,042 $738,398,780.00 2.3%
American Funds Global Balanced Fund, Class R-6 Equity 14,771,168 $624,672,683.00 2%
All Holdings: 1 - 15 of 20