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Capital Group KKR Core Plus (plus)

CIK: 0002040315 Equity
Report date: 2026-02-26
AUM $222M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

Holdings

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

97 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 MSTR STRATEGY INC Since 2026-05-10 594972AS0 Debt
0.05%
$0.11 130,000
2 POST POST HOLDINGS INC Since 2026-05-10 737446AQ7 Debt
0.03%
$0.06 60,000
3 GILD GILEAD SCIENCES INC Since 2026-05-10 375558CA9 Debt
0.02%
$0.05 50,000
4 DVA DAVITA INC Since 2026-05-10 23918KAY4 Debt
0.04%
$0.09 90,000
5 VSAT VIASAT INC Since 2026-05-10 92555WAD7 LON
0.10%
$0.22 222,557
6 AHCO ADAPTHEALTH LLC Since 2026-05-10 00653VAE1 Debt
0.02%
$0.03 35,000
7 C CITIGROUP INC Since 2026-05-10 17327CAT0 Debt
0.09%
$0.20 200,000
8 DVA DAVITA INC Since 2026-05-10 23918KAW8 Debt
0.03%
$0.06 60,000
9 FANG DIAMONDBACK ENERGY INC Since 2026-05-10 25278XBA6 Debt
0.04%
$0.10 105,000
10 META META PLATFORMS INC Since 2026-05-10 30303MAD4 Debt
0.12%
$0.28 276,000
11 META META PLATFORMS INC Since 2026-05-10 30303MAE2 Debt
0.06%
$0.14 149,000
12 META META PLATFORMS INC Since 2026-05-10 30303MAC6 Debt
0.10%
$0.23 231,000
13 SNPS SYNOPSYS INC Since 2026-05-10 871607AE7 Debt
0.03%
$0.07 70,000
14 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VGN8 Debt
0.01%
$0.02 23,000
15 ABG ASBURY AUTOMOTIVE GROUP Since 2026-05-10 043436AW4 Debt
0.05%
$0.11 110,000
16 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AP6 Debt
0.03%
$0.07 70,000
17 GTN-A GRAY MEDIA INC Since 2026-05-10 389375AM8 Debt
0.01%
$0.03 28,000
18 C CITIGROUP INC Since 2026-05-10 17327CBA0 Debt
0.09%
$0.20 200,000
19 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AL5 Debt
0.02%
$0.04 40,000
20 RCL ROYAL CARIBBEAN CRUISES Since 2026-05-10 78017TAB9 Debt
0.09%
$0.20 201,000
21 XYZ BLOCK INC Since 2026-05-10 852234AU7 Debt
0.03%
$0.07 70,000
22 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AN1 Debt
0.06%
$0.14 140,000
23 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAC1 Debt
0.08%
$0.17 175,000
24 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 18589GAA3 Debt
0.05%
$0.12 110,000
25 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 81761LAF9 Debt
0.02%
$0.05 55,000
26 DVA DAVITA INC Since 2026-05-10 23918KAS7 Debt
0.04%
$0.10 100,000
27 META META PLATFORMS INC Since 2026-05-10 30303M8X3 Debt
0.03%
$0.07 69,000
28 XYZ BLOCK INC Since 2026-05-10 852234AS2 Debt
0.10%
$0.22 210,000
29 F FORD MOTOR COMPANY Since 2026-05-10 345370DA5 Debt
0.16%
$0.35 400,000
30 META META PLATFORMS INC Since 2026-05-10 30303M8Y1 Debt
0.03%
$0.07 71,000
31 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 DCR
0.02%
$0.05 1
32 XYZ BLOCK INC Since 2026-05-10 852234AT0 Debt
0.03%
$0.06 55,000
33 NFE New Fortress Energy Inc Since 2026-05-10 644393100 Equity (Common)
0.00%
$0.01 4,124
34 XYZ BLOCK INC Since 2026-05-10 852234AP8 Debt
0.01%
$0.03 30,000
35 SNPS SYNOPSYS INC Since 2026-05-10 871607AG2 Debt
0.06%
$0.12 125,000
36 T AT&T INC Since 2026-05-10 00206RKJ0 Debt
0.07%
$0.15 225,000
37 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VHJ6 Debt
0.04%
$0.08 85,000
38 SAH SONIC AUTOMOTIVE INC Since 2026-05-10 83545GBD3 Debt
0.02%
$0.05 50,000
39 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAD9 Debt
0.04%
$0.08 90,000
40 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VHH0 Debt
0.02%
$0.04 35,000
41 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3W1 Debt
0.09%
$0.21 200,000
42 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VHK3 Debt
0.02%
$0.04 39,000
43 XYZ BLOCK INC Since 2026-05-10 852234AN3 Debt
0.03%
$0.07 70,000
44 BGS B&G FOODS INC Since 2026-05-10 05508WAB1 Debt
0.01%
$0.02 20,000
45 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 81761LAC6 Debt
0.10%
$0.23 215,000
46 AAP ADVANCE AUTO PARTS Since 2026-05-10 00751YAL0 Debt
0.02%
$0.05 50,000
47 BGS B&G FOODS INC Since 2026-05-10 05508WAC9 Debt
0.04%
$0.09 90,000
48 EIX EDISON INTERNATIONAL Since 2026-05-10 281020BC0 Debt
0.13%
$0.29 275,000
49 AVGO BROADCOM INC Since 2026-05-10 11135FCX7 Debt
0.20%
$0.45 463,000
50 GOOG ALPHABET INC Since 2026-05-10 02079KBA4 Debt
0.07%
$0.16 166,000
51 AXON AXON ENTERPRISE INC Since 2026-05-10 05464CAC5 Debt
0.01%
$0.02 20,000
52 CLH CLEAN HARBORS INC Since 2026-05-10 184496AR8 Debt
0.03%
$0.08 75,000
53 NWL NEWELL BRANDS INC Since 2026-05-10 651229AY2 Debt
0.01%
$0.03 35,000
54 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AS0 Debt
0.03%
$0.06 60,000
55 ABBV ABBVIE INC Since 2026-05-10 00287YEA3 Debt
0.05%
$0.10 100,000
56 AMGN AMGEN INC Since 2026-05-10 031162DT4 Debt
0.09%
$0.20 200,000
57 ABBV ABBVIE INC Since 2026-05-10 00287YEB1 Debt
0.11%
$0.25 250,000
58 CSCO CISCO SYSTEMS INC Since 2026-05-10 17275RBZ4 Debt
0.18%
$0.40 390,000
59 BRO BROWN & BROWN INC Since 2026-05-10 115236AM3 Debt
0.20%
$0.44 428,000
60 GOOG ALPHABET INC Since 2026-05-10 02079KAM9 Debt
0.05%
$0.11 114,000
61 AAP ADVANCE AUTO PARTS Since 2026-05-10 00751YAG1 Debt
0.03%
$0.07 80,000
62 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AQ4 Debt
0.01%
$0.03 25,000
63 CRK COMSTOCK RESOURCES INC Since 2026-05-10 205768AT1 Debt
0.02%
$0.05 50,000
64 BRO BROWN & BROWN INC Since 2026-05-10 115236AN1 Debt
0.05%
$0.11 106,000
65 AMGN AMGEN INC Since 2026-05-10 031162DR8 Debt
0.09%
$0.21 200,000
66 VSAT VIASAT INC Since 2026-05-10 92552VAN0 Debt
0.02%
$0.05 50,000
67 DVN DEVON ENERGY CORPORATION Since 2026-05-10 25179MBH5 Debt
0.09%
$0.21 225,000
68 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280ES4 Debt
0.19%
$0.41 400,000
69 MOH MOLINA HEALTHCARE INC Since 2026-05-10 60855RAL4 Debt
0.05%
$0.11 120,000
70 AAP ADVANCE AUTO PARTS Since 2026-05-10 00751YAE6 Debt
0.07%
$0.17 180,000
71 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PFD3 Debt
0.07%
$0.15 150,000
72 HUM HUMANA INC Since 2026-05-10 444859CA8 Debt
0.10%
$0.23 225,000
73 AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 04316JAN9 Debt
0.05%
$0.10 100,000
74 ADI ANALOG DEVICES INC Since 2026-05-10 032654BC8 Debt
0.02%
$0.05 50,000
75 T AT&T INC Since 2026-05-10 00206RMY5 Debt
0.07%
$0.15 150,000
76 VSAT VIASAT INC Since 2026-05-10 92555WAF2 LON
0.04%
$0.09 89,542
77 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3L5 Debt
0.18%
$0.41 400,000
78 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 44106MBB7 Debt
0.14%
$0.31 360,000
79 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VGZ1 Debt
0.11%
$0.25 250,000
80 AMZN AMAZON.COM INC Since 2026-05-10 023135CW4 Debt
0.12%
$0.27 275,000
81 AMZN AMAZON.COM INC Since 2026-05-10 023135CV6 Debt
0.08%
$0.17 172,000
82 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PBX3 Debt
0.01%
$0.02 25,000
83 SNAP SNAP INC Since 2026-05-10 83304AAL0 Debt
0.03%
$0.07 70,000
84 DTM DT MIDSTREAM INC Since 2026-05-10 23345MAB3 Debt
0.04%
$0.09 90,000
85 GOOG ALPHABET INC Since 2026-05-10 02079KAY3 Debt
0.05%
$0.10 102,000
86 NWL NEWELL BRANDS INC Since 2026-05-10 651229BE5 Debt
0.04%
$0.09 95,000
87 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 44106MAX0 Debt
0.05%
$0.11 120,000
88 UNFI UNITED NATURAL FOODS INC Since 2026-05-10 911163AA1 Debt
0.03%
$0.07 70,000
89 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 44106MAW2 Debt
0.07%
$0.15 150,000
90 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 DCR
0.07%
$0.16 1
91 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VHF4 Debt
0.04%
$0.09 88,000
92 GOOG ALPHABET INC Since 2026-05-10 02079KAN7 Debt
0.02%
$0.05 49,000
93 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEX0 Debt
0.11%
$0.24 225,000
94 MOH MOLINA HEALTHCARE INC Since 2026-05-10 60855RAN0 Debt
0.03%
$0.07 65,000
95 META META PLATFORMS INC Since 2026-05-10 30303M8V7 Debt
0.04%
$0.10 105,000
96 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VHG2 Debt
0.07%
$0.15 147,000
97 GTN-A GRAY MEDIA INC Since 2026-05-10 389286AA3 Debt
0.03%
$0.07 100,000