Capital Group KKR Core Plus (plus)
About this Fund
Capital Group KKR Core Plus is a renowned mutual fund company that specializes in providing a wide range of investment solutions to cater to the diverse needs of its clients, with a strong focus on asset management and wealth management. As a leading player in the mutual fund industry, the company offers an array of funds across various asset classes, including equity, debt, and hybrid funds, allowing investors to create a well-diversified portfolio. With a commitment to delivering exceptional investment results, Capital Group KKR Core Plus has established itself as a trusted partner for investors seeking to achieve their long-term financial goals through a systematic investment plan, or SIP. The company's investment approach is centered around a disciplined and research-driven methodology, which enables its team of experienced professionals to identify attractive investment opportunities and make informed decisions that align with the unique objectives and risk tolerance of each investor. By leveraging its extensive expertise and resources, Capital Group KKR Core Plus is able to provide investors with access to a broad spectrum of investment products, including domestic and international equity funds, fixed income funds, and alternative investment strategies. The company's equity funds, for instance, are designed to capitalize on the growth potential of various sectors and industries, while its debt funds focus on generating regular income and preserving capital. Meanwhile, its hybrid funds offer a balanced approach, combining the benefits of equity and debt investments to create a stable and diversified portfolio. Throughout its investment process, Capital Group KKR Core Plus remains committed to upholding the highest standards of integrity, transparency, and accountability, which has earned the trust and confidence of its investors. The company's investor-centric approach is reflected in its dedication to providing personalized service, timely communication, and ongoing support to help investors navigate the complexities of the mutual fund market and make informed decisions about their investments. With a strong foundation in asset management and a proven track record of delivering strong investment performance, Capital Group KKR Core Plus has established itself as a leader in the mutual fund industry. The company's key strengths lie in its ability to combine the expertise of its investment professionals with a rigorous research process, allowing it to identify opportunities that have the potential to drive long-term growth and returns. Furthermore, its commitment to risk management and portfolio diversification helps to mitigate potential downsides and ensure that investors' portfolios remain resilient in the face of market volatility. As a result, investors have come to trust Capital Group KKR Core Plus for its ability to provide tailored investment solutions that are designed to meet their unique needs and goals, whether they are seeking to accumulate wealth, generate income, or preserve their capital. By choosing to invest with Capital Group KKR Core Plus, individuals and institutions can tap into the company's extensive resources and expertise, and benefit from its unwavering commitment to delivering exceptional investment results and outstanding client service.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | 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 |