Funds holding FUNDAMENTAL INVESTORS
ISIN US3608028136 · United States
- Fund holders
- 37
- Of which ETFs
- 0 37 other funds
- Value held
- 26.7B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund American Funds Target Date Retirement Series | 36,167,875 | 3.6B $ | 7.71 % | as of Apr 30, 2026 ↗ |
| American Funds 2040 Target Date Retirement Fund American Funds Target Date Retirement Series | 35,673,161 | 3.5B $ | 6.71 % | as of Apr 30, 2026 ↗ |
| American Funds 2050 Target Date Retirement Fund American Funds Target Date Retirement Series | 33,760,860 | 3.4B $ | 8.01 % | as of Apr 30, 2026 ↗ |
| American Funds 2035 Target Date Retirement Fund American Funds Target Date Retirement Series | 28,747,353 | 2.9B $ | 5.11 % | as of Apr 30, 2026 ↗ |
| American Funds 2055 Target Date Retirement Fund American Funds Target Date Retirement Series | 27,049,672 | 2.7B $ | 8.71 % | as of Apr 30, 2026 ↗ |
| American Funds Growth Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 26,776,943 | 2.7B $ | 10.03 % | as of Apr 30, 2026 ↗ |
| American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 18,238,075 | 1.8B $ | 9.01 % | as of Apr 30, 2026 ↗ |
| American Funds 2030 Target Date Retirement Fund American Funds Target Date Retirement Series | 15,851,465 | 1.6B $ | 3.01 % | as of Apr 30, 2026 ↗ |
| American Funds Growth and Income Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 11,634,610 | 1.2B $ | 5.04 % | as of Apr 30, 2026 ↗ |
| American Funds 2025 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 9,541,466 | 948.8M $ | 3.01 % | as of Apr 30, 2026 ↗ |
| American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 6,302,629 | 626.7M $ | 9.00 % | as of Apr 30, 2026 ↗ |
| American Funds 2020 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 3,913,847 | 389.2M $ | 2.70 % | as of Apr 30, 2026 ↗ |
| American Funds Balanced Allocation Portfolio Brighthouse Funds Trust I | 3,399,459 | 301.5M $ | 7.97 % | as of Mar 31, 2026 ↗ |
| American Funds Aggressive Allocation Portfolio Brighthouse Funds Trust I | 3,385,488 | 300.2M $ | 11.01 % | as of Mar 31, 2026 ↗ |
| American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,081,846 | 207M $ | 5.46 % | as of Apr 30, 2026 ↗ |
| American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 1,816,063 | 180.6M $ | 8.41 % | as of Apr 30, 2026 ↗ |
| PFG American Funds Growth Strategy Fund Northern Lights Fund Trust | 1,250,646 | 124.4M $ | 10.03 % | as of Apr 30, 2026 ↗ |
| American Funds Moderate Allocation Portfolio Brighthouse Funds Trust I | 1,010,842 | 89.6M $ | 4.93 % | as of Mar 31, 2026 ↗ |
| American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 856,820 | 85.2M $ | 10.56 % | as of Apr 30, 2026 ↗ |
| American Funds 2015 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 780,224 | 77.6M $ | 1.70 % | as of Apr 30, 2026 ↗ |
| American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 582,281 | 57.9M $ | 8.96 % | as of Apr 30, 2026 ↗ |
| American Funds College 2033 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 411,554 | 40.9M $ | 0.90 % | as of Apr 30, 2026 ↗ |
| American Funds 2010 Target Date Retirement Income Fund American Funds Target Date Retirement Series | 265,366 | 26.4M $ | 0.70 % | as of Apr 30, 2026 ↗ |
| American Funds IS 2010 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 44,112 | 3.9M $ | 0.72 % | as of Mar 31, 2026 ↗ |
| LVIP American Funds Vanguard Active Passive Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 30,252 | 2.7M $ | 13.09 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2015 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 27,077 | 2.4M $ | 1.70 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2035 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 20,046 | 1.8M $ | 5.19 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2045 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 17,571 | 1.6M $ | 8.28 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2040 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 14,859 | 1.3M $ | 6.73 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2030 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 13,639 | 1.2M $ | 2.96 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2050 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 11,667 | 1M $ | 7.96 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2020 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 10,937 | 969.9K $ | 2.70 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2055 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 7,983 | 708K $ | 8.73 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2025 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 7,909 | 701.4K $ | 2.94 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2070 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 1,566 | 138.9K $ | 8.93 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2060 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 1,040 | 92.3K $ | 8.95 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2065 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 526 | 46.6K $ | 8.93 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| LVIP American Funds Vanguard Active Passive Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13.09 % | as of Mar 31, 2026 ↗ |
| American Funds Aggressive Allocation Portfolio Brighthouse Funds Trust I | 11.01 % | as of Mar 31, 2026 ↗ |
| American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 10.56 % | as of Apr 30, 2026 ↗ |
| PFG American Funds Growth Strategy Fund Northern Lights Fund Trust | 10.03 % | as of Apr 30, 2026 ↗ |
| American Funds Growth Portfolio AMERICAN FUNDS PORTFOLIO SERIES | 10.03 % | as of Apr 30, 2026 ↗ |
| American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 9.01 % | as of Apr 30, 2026 ↗ |
| American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 9.00 % | as of Apr 30, 2026 ↗ |
| American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 8.96 % | as of Apr 30, 2026 ↗ |
| American Funds IS 2060 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 8.95 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2065 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 8.93 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 37 | +1 | 269,707,725 | +1.1 % |
| 2026Q1 | 36 | 0 | 266,742,754 | +1.8 % |
| 2025Q4 | 36 | 0 | 261,973,678 | -3.0 % |
| 2025Q3 | 36 | +1 | 270,214,356 | -1.5 % |
| 2025Q2 | 35 | 0 | 274,234,292 | +0.9 % |
| 2025Q1 | 35 | 0 | 271,724,150 | +5.1 % |
| 2024Q4 | 35 | 0 | 258,547,752 | -0.3 % |
| 2024Q3 | 35 | +2 | 259,407,280 | -8.6 % |
| 2024Q2 | 33 | 0 | 283,826,813 | -1.7 % |
| 2024Q1 | 33 | 0 | 288,662,168 | +1.9 % |
| 2023Q4 | 33 | 283,158,599 |
Cite this page
Titelia. "Funds holding FUNDAMENTAL INVESTORS". https://titelia.com/en/stocks/fundamental-investors-US3608028136