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American Funds Core Plus Bond Fund

CIK: 0002064871 Fixed Income
Report date: 2026-04-27
AUM $59M
Expense Ratio
Category Fixed Income
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-27

About this Fund

American Funds Core Plus Bond Fund is a leading mutual fund company that specializes in providing a wide range of investment solutions to help individuals and institutions achieve their financial goals through effective asset management. With a strong focus on wealth management, the company offers a diverse portfolio of mutual funds that cater to different investor preferences and risk tolerance levels. The company's product lineup includes equity funds, debt funds, hybrid funds, and other specialized investment vehicles, all designed to help investors build a robust and diversified investment portfolio. For investors seeking regular and steady returns, the company's debt funds, such as the Core Plus Bond Fund, are a popular choice, offering a mix of high-quality bonds and other fixed-income securities. Additionally, the company's equity funds provide investors with an opportunity to participate in the growth potential of the stock market, while its hybrid funds offer a balanced approach to investing, combining the benefits of both equity and debt investments. The company's investor-centric approach is evident in its systematic investment plan (SIP) offerings, which enable investors to invest a fixed amount of money at regular intervals, helping them to average out market fluctuations and build wealth over the long term. By leveraging its expertise in asset management and investment research, American Funds Core Plus Bond Fund has established itself as a trusted partner for investors seeking to achieve their financial objectives. The company's commitment to transparency, accountability, and customer service has earned it the trust of investors, who appreciate its dedication to helping them navigate the complexities of the investment landscape and make informed decisions about their portfolios. With its proven track record of delivering strong investment performance and its customer-focused approach, American Funds Core Plus Bond Fund has become a preferred choice for investors seeking a reliable and experienced mutual fund company to manage their investments and help them achieve their long-term financial goals. Through its comprehensive range of mutual funds and investment solutions, the company continues to empower investors to take control of their financial futures, providing them with the tools and expertise needed to succeed in today's complex and ever-changing investment environment. By combining cutting-edge investment strategies with a deep understanding of the markets and the needs of its investors, American Funds Core Plus Bond Fund remains at the forefront of the mutual fund industry, committed to delivering exceptional investment results and outstanding customer service to its clients.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

97 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 VSAT VIASAT INC Since 2026-05-10 92555WAF2 LON
0.05%
$0.03 27,858
2 BFH BREAD FINANCIAL HOLDINGS INC Since 2026-05-10 018581AR9 Debt
0.02%
$0.01 10,000
3 BAX BAXTER INTERNATIONAL INC Since 2026-05-10 071813DC0 Debt
0.02%
$0.01 13,000
4 BAX BAXTER INTERNATIONAL INC Since 2026-05-10 071813DE6 Debt
0.06%
$0.04 35,000
5 KDP KEURIG DR PEPPER INC Since 2026-05-10 49271VBB5 Debt
0.02%
$0.01 12,000
6 MRSH MARSH & MCLENNAN COMPANIES INC Since 2026-05-10 571748CD2 Debt
0.03%
$0.02 20,000
7 MRSH MARSH & MCLENNAN COMPANIES INC Since 2026-05-10 571748CC4 Debt
0.07%
$0.04 40,000
8 MOH MOLINA HEALTHCARE INC Since 2026-05-10 60855RAM2 Debt
0.06%
$0.03 35,000
9 META META PLATFORMS INC Since 2026-05-10 30303MAE2 Debt
0.07%
$0.04 39,000
10 META META PLATFORMS INC Since 2026-05-10 30303MAD4 Debt
0.09%
$0.05 52,000
11 META META PLATFORMS INC Since 2026-05-10 30303MAC6 Debt
0.05%
$0.03 30,000
12 META META PLATFORMS INC Since 2026-05-10 30303M8X3 Debt
0.03%
$0.02 18,000
13 META META PLATFORMS INC Since 2026-05-10 30303M8Y1 Debt
0.03%
$0.02 18,000
14 RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-05-10 78017TAB9 Debt
0.07%
$0.04 40,000
15 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 81761LAD4 Debt
0.00%
$0.00 2,000
16 SNAP SNAP INC Since 2026-05-10 83304AAL0 Debt
0.05%
$0.03 30,000
17 SNPS SYNOPSYS INC Since 2026-05-10 871607AE7 Debt
0.10%
$0.06 55,000
18 SNPS SYNOPSYS INC Since 2026-05-10 871607AG2 Debt
0.09%
$0.05 50,000
19 SYF SYNCHRONY FINANCIAL Since 2026-05-10 87165BAW3 Debt
0.03%
$0.02 18,000
20 ABBV ABBVIE INC Since 2026-05-10 00287YDU0 Debt
0.24%
$0.14 135,000
21 AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 04316JAN9 Debt
0.05%
$0.03 30,000
22 AN AUTONATION INC Since 2026-05-10 05329WAT9 Debt
0.06%
$0.04 35,000
23 TMO THERMO FISHER SCIENTIFIC INC Since 2026-05-10 883556DH2 Debt
0.01%
$0.01 8,000
24 AAP ADVANCE AUTO PARTS INC Since 2026-05-10 00751YAL0 Debt
0.11%
$0.06 60,000
25 UAL UNITED AIRLINES HOLDINGS INC Since 2026-05-10 910047AL3 Debt
0.02%
$0.01 10,000
26 ACI ALBERTSONS COMPANIES INC Since 2026-05-10 01309QAC2 Debt
0.05%
$0.03 30,000
27 ACI ALBERTSONS COMPANIES INC Since 2026-05-10 01309QAD0 Debt
0.05%
$0.03 30,000
28 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 81761LAF9 Debt
0.05%
$0.03 32,000
29 GOOG ALPHABET INC Since 2026-05-10 02079KAX5 Debt
0.01%
$0.01 6,000
30 GOOG ALPHABET INC Since 2026-05-10 02079KAY3 Debt
0.03%
$0.02 16,000
31 AMZN AMAZON.COM INC Since 2026-05-10 023135CV6 Debt
0.05%
$0.03 30,000
32 T AT&T INC Since 2026-05-10 00206RMM1 Debt
0.37%
$0.22 250,000
33 AMGN AMGEN INC Since 2026-05-10 031162DJ6 Debt
0.42%
$0.25 250,000
34 AMGN AMGEN INC Since 2026-05-10 031162DP2 Debt
0.07%
$0.04 40,000
35 AMGN AMGEN INC Since 2026-05-10 031162DR8 Debt
0.24%
$0.14 135,000
36 ACH ACCENDRA HEALTH INC Since 2026-05-10 69073LAD2 LON
0.05%
$0.03 30,000
37 STWD STARWOOD PROPERTY TRUST INC Since 2026-05-10 85571BBG9 Debt
0.03%
$0.02 20,000
38 PFSI PENNYMAC FINANCIAL SERVICES INC Since 2026-05-10 70932MAD9 Debt
0.01%
$0.00 3,000
39 RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-05-10 78017TAD5 Debt
0.45%
$0.27 265,000
40 RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-05-10 78017TAC7 Debt
0.02%
$0.01 12,000
41 TMO THERMO FISHER SCIENTIFIC INC Since 2026-05-10 883556DJ8 Debt
0.01%
$0.00 4,000
42 GTN-A GRAY MEDIA INC Since 2026-05-10 389376AZ7 LON
0.15%
$0.09 85,000
43 UBS UBS GROUP AG Since 2026-05-10 902613BJ6 Debt
0.35%
$0.21 200,000
44 VZ VERIZON COMMUNICATIONS INC Since 2026-05-10 92343VHF4 Debt
0.08%
$0.05 45,000
45 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PFD3 Debt
0.09%
$0.05 50,000
46 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PFE1 Debt
0.55%
$0.32 320,000
47 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PBX3 Debt
0.19%
$0.11 125,000
48 ACH ACCENDRA HEALTH INC Since 2026-05-10 690732AF9 Debt
0.07%
$0.04 65,000
49 POST POST HOLDINGS INC Since 2026-05-10 737446AV6 Debt
0.07%
$0.04 40,000
50 PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 718172DQ9 Debt
0.10%
$0.06 55,000
51 PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 718172DU0 Debt
0.44%
$0.26 251,000
52 PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 718172EA3 Debt
0.14%
$0.08 80,000
53 PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 718172DA4 Debt
0.11%
$0.06 60,000
54 JEF JEFFERIES FINANCIAL GROUP INC Since 2026-05-10 47233WLL1 Debt
0.13%
$0.07 75,000
55 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PFK7 Debt
0.07%
$0.04 40,000
56 SYF SYNCHRONY FINANCIAL Since 2026-05-10 87165BAU7 Debt
0.03%
$0.02 17,000
57 GOOG ALPHABET INC Since 2026-05-10 02079KBL0 Debt
0.01%
$0.01 7,000
58 GOOG ALPHABET INC Since 2026-05-10 02079KBM8 Debt
0.14%
$0.08 80,000
59 AMGN AMGEN INC Since 2026-05-10 031162DW7 Debt
0.10%
$0.06 59,000
60 ABT ABBOTT LABORATORIES Since 2026-05-10 002824BS8 Debt
0.09%
$0.05 50,000
61 ABBV ABBVIE INC Since 2026-05-10 00287YEH8 Debt
0.01%
$0.01 6,000
62 CRK COMSTOCK RESOURCES INC Since 2026-05-10 205768AT1 Debt
0.05%
$0.03 29,000
63 CZR CAESARS ENTERTAINMENT INC Since 2026-05-10 12769GAA8 Debt
0.03%
$0.01 15,000
64 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAD9 Debt
0.07%
$0.04 47,000
65 CLH CLEAN HARBORS INC Since 2026-05-10 184496AQ0 Debt
0.02%
$0.01 10,000
66 CZR CAESARS ENTERTAINMENT INC Since 2026-05-10 12769GAB6 Debt
0.03%
$0.01 15,000
67 FSK FS KKR CAPITAL CORP Since 2026-05-10 302635AP2 Debt
0.02%
$0.01 14,000
68 GTN-A GRAY MEDIA INC Since 2026-05-10 389375AN6 Debt
0.03%
$0.02 15,000
69 MSTR STRATEGY INC Since 2026-05-10 594972AS0 Debt
0.04%
$0.02 25,000
70 MOH MOLINA HEALTHCARE INC Since 2026-05-10 60855RAN0 Debt
0.04%
$0.03 25,000
71 BRO BROWN & BROWN INC Since 2026-05-10 115236AM3 Debt
0.07%
$0.04 40,000
72 AVGO BROADCOM INC Since 2026-05-10 11135FCM1 Debt
0.18%
$0.10 102,000
73 VZ VERIZON COMMUNICATIONS INC Since 2026-05-10 92343VGN8 Debt
0.01%
$0.00 5,000
74 ABBV ABBVIE INC Since 2026-05-10 00287YEG0 Debt
0.01%
$0.01 7,000
75 XYZ BLOCK INC Since 2026-05-10 852234AU7 Debt
0.10%
$0.06 55,000
76 BGS B&G FOODS INC Since 2026-05-10 05508WAC9 Debt
0.05%
$0.03 30,000
77 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AQ4 Debt
0.06%
$0.04 35,000
78 C CITIGROUP INC Since 2026-05-10 17327CBA0 Debt
0.10%
$0.06 55,000
79 CM CANADIAN IMPERIAL BANK OF COMMERCE Since 2026-05-10 13607QFE7 Debt
0.11%
$0.07 65,000
80 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 18589GAA3 Debt
0.06%
$0.04 35,000
81 CLH CLEAN HARBORS INC Since 2026-05-10 184496AR8 Debt
0.04%
$0.03 25,000
82 COTY COTY INC Since 2026-05-10 22207AAC6 Debt
0.26%
$0.15 149,000
83 C CITIGROUP INC Since 2026-05-10 17308CC53 Debt
0.38%
$0.22 231,000
84 GTN-A GRAY MEDIA INC Since 2026-05-10 389375AP1 Debt
0.09%
$0.05 50,000
85 GTN-A GRAY MEDIA INC Since 2026-05-10 389286AA3 Debt
0.01%
$0.01 10,000
86 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 44106MAX0 Debt
0.05%
$0.03 30,000
87 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 44106MAY8 Debt
0.10%
$0.06 67,000
88 ICE INTERCONTINENTAL EXCHANGE INC Since 2026-05-10 45865VAC4 Debt
0.09%
$0.05 50,000
89 MOH MOLINA HEALTHCARE INC Since 2026-05-10 60855RAL4 Debt
0.03%
$0.01 17,000
90 NWL NEWELL BRANDS INC Since 2026-05-10 651229BE5 Debt
0.05%
$0.03 30,000
91 NOG NORTHERN OIL AND GAS INC Since 2026-05-10 665531AL3 Debt
0.05%
$0.03 28,000
92 NWL NEWELL BRANDS INC Since 2026-05-10 651229AX4 Debt
0.05%
$0.03 30,000
93 RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-05-10 780153BW1 Debt
0.04%
$0.03 25,000
94 ROP ROPER TECHNOLOGIES INC Since 2026-05-10 776696AM8 Debt
0.08%
$0.04 45,000
95 DVA DAVITA INC Since 2026-05-10 23918KAY4 Debt
0.04%
$0.03 25,000
96 DVA DAVITA INC Since 2026-05-10 23918KAS7 Debt
0.03%
$0.01 15,000
97 EIX EDISON INTERNATIONAL Since 2026-05-10 281020BA4 Debt
0.13%
$0.08 74,000
Frequently Asked Questions — American Funds Core Plus Bond Fund
What type of mutual fund is American Funds Core Plus Bond Fund?
American Funds Core Plus Bond Fund is a SEC-registered Fixed Income fund, with $59M in assets under management. Fixed Income funds invest in bonds, government securities, and other debt instruments, seeking regular income and capital preservation. They are generally considered lower risk than equity funds but are sensitive to changes in interest rates — when rates rise, bond prices typically fall. Fixed income funds are commonly used by income-oriented investors or as a portfolio stabiliser alongside equities. As of its latest SEC N-PORT filing, American Funds Core Plus Bond Fund holds 97 portfolio positions, all detailed in the holdings table on this page.
What are American Funds Core Plus Bond Fund's assets under management (AUM)?
American Funds Core Plus Bond Fund has $59M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are American Funds Core Plus Bond Fund's top holdings?
According to American Funds Core Plus Bond Fund's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include VIASAT INC, BREAD FINANCIAL HOLDINGS INC, BAXTER INTERNATIONAL INC , among others. The complete list of all 97 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is American Funds Core Plus Bond Fund's expense ratio?
Expense ratio data for American Funds Core Plus Bond Fund is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find American Funds Core Plus Bond Fund's SEC filings?
American Funds Core Plus Bond Fund is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0002064871. You can access all of American Funds Core Plus Bond Fund's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0002064871). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is American Funds Core Plus Bond Fund's holdings data on StockSifting?
Holdings data for American Funds Core Plus Bond Fund on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.