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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

Holdings

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

107 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 VSAT VIASAT INC Since 2026-07-07 92555WAF2 LON
0.05%
$0.03 27,858
2 BFH BREAD FINANCIAL HOLDINGS INC Since 2026-07-07 018581AR9 Debt
0.02%
$0.01 10,000
3 BAX BAXTER INTERNATIONAL INC Since 2026-07-07 071813DC0 Debt
0.02%
$0.01 13,000
4 BAX BAXTER INTERNATIONAL INC Since 2026-07-07 071813DE6 Debt
0.06%
$0.04 35,000
5 KDP KEURIG DR PEPPER INC Since 2026-07-07 49271VBB5 Debt
0.02%
$0.01 12,000
6 MS MORGAN STANLEY Since 2026-07-07 61747YFU4 Debt
0.35%
$0.20 201,000
7 MRSH MARSH & MCLENNAN COMPANIES INC Since 2026-07-07 571748CD2 Debt
0.03%
$0.02 20,000
8 MRSH MARSH & MCLENNAN COMPANIES INC Since 2026-07-07 571748CC4 Debt
0.07%
$0.04 40,000
9 MOH MOLINA HEALTHCARE INC Since 2026-07-07 60855RAM2 Debt
0.06%
$0.03 35,000
10 MS MORGAN STANLEY Since 2026-07-07 61747YFV2 Debt
0.34%
$0.20 200,000
11 META META PLATFORMS INC Since 2026-07-07 30303MAE2 Debt
0.07%
$0.04 39,000
12 META META PLATFORMS INC Since 2026-07-07 30303MAD4 Debt
0.09%
$0.05 52,000
13 META META PLATFORMS INC Since 2026-07-07 30303MAC6 Debt
0.05%
$0.03 30,000
14 META META PLATFORMS INC Since 2026-07-07 30303M8X3 Debt
0.03%
$0.02 18,000
15 META META PLATFORMS INC Since 2026-07-07 30303M8Y1 Debt
0.03%
$0.02 18,000
16 RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-07-07 78017TAB9 Debt
0.07%
$0.04 40,000
17 SVC SERVICE PROPERTIES TRUST Since 2026-07-07 81761LAD4 Debt
0.00%
$0.00 2,000
18 SNAP SNAP INC Since 2026-07-07 83304AAL0 Debt
0.05%
$0.03 30,000
19 SNPS SYNOPSYS INC Since 2026-07-07 871607AE7 Debt
0.10%
$0.06 55,000
20 SNPS SYNOPSYS INC Since 2026-07-07 871607AG2 Debt
0.09%
$0.05 50,000
21 SYF SYNCHRONY FINANCIAL Since 2026-07-07 87165BAW3 Debt
0.03%
$0.02 18,000
22 ABBV ABBVIE INC Since 2026-07-07 00287YDU0 Debt
0.24%
$0.14 135,000
23 AJG ARTHUR J GALLAGHER & CO Since 2026-07-07 04316JAN9 Debt
0.05%
$0.03 30,000
24 AN AUTONATION INC Since 2026-07-07 05329WAT9 Debt
0.06%
$0.04 35,000
25 TMO THERMO FISHER SCIENTIFIC INC Since 2026-07-07 883556DH2 Debt
0.01%
$0.01 8,000
26 AAP ADVANCE AUTO PARTS INC Since 2026-07-07 00751YAL0 Debt
0.11%
$0.06 60,000
27 UAL UNITED AIRLINES HOLDINGS INC Since 2026-07-07 910047AL3 Debt
0.02%
$0.01 10,000
28 ACI ALBERTSONS COMPANIES INC Since 2026-07-07 01309QAC2 Debt
0.05%
$0.03 30,000
29 ACI ALBERTSONS COMPANIES INC Since 2026-07-07 01309QAD0 Debt
0.05%
$0.03 30,000
30 SVC SERVICE PROPERTIES TRUST Since 2026-07-07 81761LAF9 Debt
0.05%
$0.03 32,000
31 GOOG ALPHABET INC Since 2026-07-07 02079KAX5 Debt
0.01%
$0.01 6,000
32 GOOG ALPHABET INC Since 2026-07-07 02079KAY3 Debt
0.03%
$0.02 16,000
33 AMZN AMAZON.COM INC Since 2026-07-07 023135CV6 Debt
0.05%
$0.03 30,000
34 T AT&T INC Since 2026-07-07 00206RMM1 Debt
0.37%
$0.22 250,000
35 AMGN AMGEN INC Since 2026-07-07 031162DJ6 Debt
0.42%
$0.25 250,000
36 AMGN AMGEN INC Since 2026-07-07 031162DP2 Debt
0.07%
$0.04 40,000
37 AMGN AMGEN INC Since 2026-07-07 031162DR8 Debt
0.24%
$0.14 135,000
38 ACH ACCENDRA HEALTH INC Since 2026-07-07 69073LAD2 LON
0.05%
$0.03 30,000
39 STWD STARWOOD PROPERTY TRUST INC Since 2026-07-07 85571BBG9 Debt
0.03%
$0.02 20,000
40 PFSI PENNYMAC FINANCIAL SERVICES INC Since 2026-07-07 70932MAD9 Debt
0.01%
$0.00 3,000
41 RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-07-07 78017TAD5 Debt
0.45%
$0.27 265,000
42 RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-07-07 78017TAC7 Debt
0.02%
$0.01 12,000
43 TMO THERMO FISHER SCIENTIFIC INC Since 2026-07-07 883556DJ8 Debt
0.01%
$0.00 4,000
44 GTN.A GRAY MEDIA INC Since 2026-07-07 389376AZ7 LON
0.15%
$0.09 85,000
45 UBS UBS GROUP AG Since 2026-07-07 902613BJ6 Debt
0.35%
$0.21 200,000
46 VZ VERIZON COMMUNICATIONS INC Since 2026-07-07 92343VHF4 Debt
0.08%
$0.05 45,000
47 JPM JPMORGAN CHASE & CO Since 2026-07-07 46647PFD3 Debt
0.09%
$0.05 50,000
48 JPM JPMORGAN CHASE & CO Since 2026-07-07 46647PFE1 Debt
0.55%
$0.32 320,000
49 JPM JPMORGAN CHASE & CO Since 2026-07-07 46647PBX3 Debt
0.19%
$0.11 125,000
50 ACH ACCENDRA HEALTH INC Since 2026-07-07 690732AF9 Debt
0.07%
$0.04 65,000
51 POST POST HOLDINGS INC Since 2026-07-07 737446AV6 Debt
0.07%
$0.04 40,000
52 PM PHILIP MORRIS INTERNATIONAL INC Since 2026-07-07 718172DQ9 Debt
0.10%
$0.06 55,000
53 PM PHILIP MORRIS INTERNATIONAL INC Since 2026-07-07 718172DU0 Debt
0.44%
$0.26 251,000
54 PM PHILIP MORRIS INTERNATIONAL INC Since 2026-07-07 718172EA3 Debt
0.14%
$0.08 80,000
55 PM PHILIP MORRIS INTERNATIONAL INC Since 2026-07-07 718172DA4 Debt
0.11%
$0.06 60,000
56 JEF JEFFERIES FINANCIAL GROUP INC Since 2026-07-07 47233WLL1 Debt
0.13%
$0.07 75,000
57 JPM JPMORGAN CHASE & CO Since 2026-07-07 46647PFK7 Debt
0.07%
$0.04 40,000
58 MS MORGAN STANLEY Since 2026-07-07 61748UAT9 Debt
0.32%
$0.19 185,000
59 SYF SYNCHRONY FINANCIAL Since 2026-07-07 87165BAU7 Debt
0.03%
$0.02 17,000
60 GOOG ALPHABET INC Since 2026-07-07 02079KBL0 Debt
0.01%
$0.01 7,000
61 GOOG ALPHABET INC Since 2026-07-07 02079KBM8 Debt
0.14%
$0.08 80,000
62 AMGN AMGEN INC Since 2026-07-07 031162DW7 Debt
0.10%
$0.06 59,000
63 ABT ABBOTT LABORATORIES Since 2026-07-07 002824BS8 Debt
0.09%
$0.05 50,000
64 ABBV ABBVIE INC Since 2026-07-07 00287YEH8 Debt
0.01%
$0.01 6,000
65 CRK COMSTOCK RESOURCES INC Since 2026-07-07 205768AT1 Debt
0.05%
$0.03 29,000
66 CZR CAESARS ENTERTAINMENT INC Since 2026-07-07 12769GAA8 Debt
0.03%
$0.01 15,000
67 COIN COINBASE GLOBAL INC Since 2026-07-07 19260QAD9 Debt
0.07%
$0.04 47,000
68 CLH CLEAN HARBORS INC Since 2026-07-07 184496AQ0 Debt
0.02%
$0.01 10,000
69 CZR CAESARS ENTERTAINMENT INC Since 2026-07-07 12769GAB6 Debt
0.03%
$0.01 15,000
70 FSK FS KKR CAPITAL CORP Since 2026-07-07 302635AP2 Debt
0.02%
$0.01 14,000
71 GTN.A GRAY MEDIA INC Since 2026-07-07 389375AN6 Debt
0.03%
$0.02 15,000
72 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAE4 Debt
0.04%
$0.02 20,000
73 MSTR STRATEGY INC Since 2026-07-07 594972AS0 Debt
0.04%
$0.02 25,000
74 MOH MOLINA HEALTHCARE INC Since 2026-07-07 60855RAN0 Debt
0.04%
$0.03 25,000
75 BRO BROWN & BROWN INC Since 2026-07-07 115236AM3 Debt
0.07%
$0.04 40,000
76 AVGO BROADCOM INC Since 2026-07-07 11135FCM1 Debt
0.18%
$0.10 102,000
77 VZ VERIZON COMMUNICATIONS INC Since 2026-07-07 92343VGN8 Debt
0.01%
$0.00 5,000
78 ABBV ABBVIE INC Since 2026-07-07 00287YEG0 Debt
0.01%
$0.01 7,000
79 XYZ BLOCK INC Since 2026-07-07 852234AU7 Debt
0.10%
$0.06 55,000
80 BGS B&G FOODS INC Since 2026-07-07 05508WAC9 Debt
0.05%
$0.03 30,000
81 CLF CLEVELAND-CLIFFS INC Since 2026-07-07 185899AQ4 Debt
0.06%
$0.04 35,000
82 C CITIGROUP INC Since 2026-07-07 17327CBA0 Debt
0.10%
$0.06 55,000
83 CM CANADIAN IMPERIAL BANK OF COMMERCE Since 2026-07-07 13607QFE7 Debt
0.11%
$0.07 65,000
84 CLF CLEVELAND-CLIFFS INC Since 2026-07-07 18589GAA3 Debt
0.06%
$0.04 35,000
85 CLH CLEAN HARBORS INC Since 2026-07-07 184496AR8 Debt
0.04%
$0.03 25,000
86 COTY COTY INC Since 2026-07-07 22207AAC6 Debt
0.26%
$0.15 149,000
87 C CITIGROUP INC Since 2026-07-07 17308CC53 Debt
0.38%
$0.22 231,000
88 GTN.A GRAY MEDIA INC Since 2026-07-07 389375AP1 Debt
0.09%
$0.05 50,000
89 GTN.A GRAY MEDIA INC Since 2026-07-07 389286AA3 Debt
0.01%
$0.01 10,000
90 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAG9 Debt
0.04%
$0.02 20,000
91 SVC SERVICE PROPERTIES TRUST Since 2026-07-07 44106MAX0 Debt
0.05%
$0.03 30,000
92 SVC SERVICE PROPERTIES TRUST Since 2026-07-07 44106MAY8 Debt
0.10%
$0.06 67,000
93 ICE INTERCONTINENTAL EXCHANGE INC Since 2026-07-07 45865VAC4 Debt
0.09%
$0.05 50,000
94 MOH MOLINA HEALTHCARE INC Since 2026-07-07 60855RAL4 Debt
0.03%
$0.01 17,000
95 NWL NEWELL BRANDS INC Since 2026-07-07 651229BE5 Debt
0.05%
$0.03 30,000
96 NOG NORTHERN OIL AND GAS INC Since 2026-07-07 665531AL3 Debt
0.05%
$0.03 28,000
97 NWL NEWELL BRANDS INC Since 2026-07-07 651229AX4 Debt
0.05%
$0.03 30,000
98 RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-07-07 780153BW1 Debt
0.04%
$0.03 25,000
99 RY ROYAL BANK OF CANADA Since 2026-07-07 78017DAC2 Debt
0.10%
$0.06 55,000
100 ROP ROPER TECHNOLOGIES INC Since 2026-07-07 776696AM8 Debt
0.08%
$0.04 45,000
101 DVA DAVITA INC Since 2026-07-07 23918KAY4 Debt
0.04%
$0.03 25,000
102 DVA DAVITA INC Since 2026-07-07 23918KAS7 Debt
0.03%
$0.01 15,000
103 EQPT EQUIPMENTSHARE.COM INC Since 2026-07-07 29450YAB5 Debt
0.14%
$0.08 75,000
104 EIX EDISON INTERNATIONAL Since 2026-07-07 281020BA4 Debt
0.13%
$0.08 74,000
105 EQPT EQUIPMENTSHARE.COM INC Since 2026-07-07 29450YAC3 Debt
0.10%
$0.06 55,000
106 ELV ELEVANCE HEALTH INC Since 2026-07-07 036752BK8 Debt
0.08%
$0.04 45,000
107 EOG EOG RESOURCES INC Since 2026-07-07 26875PBB6 Debt
0.05%
$0.03 28,000
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 107 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 107 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.