Portfolio concentration
As of January 31, 2026 · N-PORT
Holdings
9
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.
8
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.
34.2
Holdings
As of January 31, 2026 · N-PORT| # | Security | Ticker | Shares | Value | % of fund |
|---|---|---|---|---|---|
| 1 | INCOME FUND OF AMERICA (THE) R6 (IFA CL R6) | RIDGX | 52,720,729 | $1.43B | 15.18% |
| 2 | CAPITAL INCOME BUILDER R6 (CIB CL R6) | RIRGX | 17,976,827 | $1.43B | 15.17% |
| 3 | BOND FUND OF AMERICA (THE) R6 (BFA CL R6) | RBFGX | 121,889,068 | $1.39B | 14.83% |
| 4 | AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL R6 (MSI-R6) | RMDUX | 146,961,186 | $1.39B | 14.82% |
| 5 | AMERICAN MUTUAL FUND R6 (AMF CL R6) | RMFGX | 15,463,485 | $939.87M | 10.00% |
| 6 | WASHINGTON MUTUAL INVESTORS FUND R6 (WMIF CL R6) | RWMGX | 14,095,326 | $936.07M | 9.96% |
| 7 | AMERICAN HIGH-INCOME TRUST R6 (AHIT CL R6) | RITGX | 92,861,641 | $921.19M | 9.80% |
| 8 | CAPITAL WORLD GROWTH AND INCOME FUND R6 (WGI CL R6) | RWIGX | 8,922,016 | $670.22M | 7.13% |
| 9 | AMERICAN FUNDS EMERGING MARKETS BOND FUND R6 (EMBF CL R6) | REGGX | 33,456,673 | $276.02M | 2.94% |
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