Investment Fund

16 Total Holdings:
As of 3/31/24
All Holdings: 1 - 15 of 16
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
New Perspective Fund, Class R-6 Equity 19,997,514 $1,181,053,163.00 10%
SMALLCAP World Fund, Inc., Class R-6 Equity 17,210,363 $1,202,660,158.00 10%
Fundamental Investors, Class R-6 Equity 13,828,217 $1,057,996,852.00 9%
Capital World Growth and Income Fund, Class R-6 Equity 16,459,204 $1,034,625,539.00 8.7%
Washington Mutual Investors Fund, Class R-6 Equity 15,756,679 $951,860,959.00 8%
AMCAP Fund, Class R-6 Equity 19,788,079 $832,484,466.00 7%
The Growth Fund of America, Class R-6 Equity 12,009,080 $828,986,779.00 7%
The Investment Company of America, Class R-6 Equity 15,419,879 $829,126,915.00 7%
American Balanced Fund, Class R-6 Equity 21,613,894 $714,987,617.00 6%
American Funds Global Balanced Fund, Class R-6 Equity 16,251,859 $597,255,815.00 5%
American Mutual Fund, Class R-6 Equity 11,308,369 $598,778,134.00 5%
New World Fund, Inc., Class R-6 Equity 7,682,445 $591,548,247.00 5%
The New Economy Fund, Class R-6 Equity 10,108,533 $591,045,919.00 5%
U.S. Government Securities Fund, Class R-6 Equity 51,372,908 $609,796,419.00 5%
EuroPacific Growth Fund, Class R-6 Equity 4,087,253 $231,788,110.00 2%
All Holdings: 1 - 15 of 16