Portfolio concentration
As of January 31, 2026 · N-PORT
Holdings
10
Top-10 weight
100.00%
Effective holdings
?
The number of equal-weight positions that would produce this portfolio's concentration (1 ÷ Herfindahl index). A 500-stock fund dominated by a few mega-caps might have only ~100 effective holdings.
7
Crowding
?
The value-weighted average number of funds that also own this fund's positions. High = consensus/crowded picks; low = holdings few other funds own.
36.6
Holdings
As of January 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | AMERICAN BALANCED FUND R6 (AMBAL CL R6) | RLBGX | 108,347,623 | $4.17B | 25.13% |
| 2 | AMERICAN FUNDS GLOBAL BALANCED FUND R6 (GBAL CL R6) | RGBGX | 60,773,899 | $2.51B | 15.13% |
| 3 | WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | RWMGX | 37,460,713 | $2.49B | 14.99% |
| 4 | INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | RIDGX | 62,351,280 | $1.69B | 10.17% |
| 5 | CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | RWIGX | 22,421,595 | $1.68B | 10.15% |
| 6 | NEW PERSPECTIVE FUND R6 (NPF CL R6) | RNPGX | 11,718,705 | $849.37M | 5.12% |
| 7 | SMALLCAP WORLD FUND INC R6 | RLLGX | 10,613,287 | $838.66M | 5.05% |
| 8 | AMERICAN FUNDS STRATEGIC BOND FUND R6 (SBF CL R6) | RANGX | 83,978,465 | $788.56M | 4.75% |
| 9 | AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | RMDUX | 83,006,083 | $786.90M | 4.74% |
| 10 | BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | RBFGX | 68,749,589 | $786.50M | 4.74% |
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