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Capital Group KKR Multi-Sector (plus)

CIK: 0002040318 Equity
Report date: 2026-02-26
AUM $325M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

About this Fund

Capital Group KKR Multi-Sector is a renowned mutual fund company that specializes in providing a comprehensive range of investment solutions to discerning investors. As a leading player in the asset management industry, the company offers a diverse portfolio of mutual funds that cater to various investment objectives and risk profiles. With a strong focus on wealth management, Capital Group KKR Multi-Sector provides investors with access to a broad spectrum of investment options, including equity, debt, hybrid, and specialty funds. The company's equity funds are designed to capture growth opportunities in the stock market, while its debt funds offer a stable source of income and relatively lower risk. Hybrid funds, on the other hand, provide a balanced approach to investing, combining the potential for capital appreciation with regular income. The company's investment approach is centered around a thorough understanding of the markets and a commitment to delivering long-term value to investors. By leveraging the expertise of its experienced investment team, Capital Group KKR Multi-Sector is able to identify attractive investment opportunities and construct portfolios that are tailored to meet the unique needs of its clients. The company's investor-centric approach is reflected in its Systematic Investment Plan (SIP) offerings, which enable investors to invest a fixed amount of money at regular intervals, thereby promoting disciplined investing and reducing the impact of market volatility. With a strong emphasis on risk management and a commitment to transparency, Capital Group KKR Multi-Sector has established itself as a trusted partner for investors seeking to achieve their financial goals. The company's key strengths lie in its ability to offer a diversified range of investment products, a robust investment process, and a customer-centric approach. By combining these strengths with a deep understanding of the markets and a passion for delivering exceptional investment results, Capital Group KKR Multi-Sector has earned the trust of investors across the globe. The company's investment team is comprised of seasoned professionals who possess a deep understanding of the markets and a proven track record of delivering strong investment performance. With a focus on building long-term relationships with its clients, Capital Group KKR Multi-Sector is dedicated to providing investors with the guidance, support, and investment solutions they need to achieve their financial objectives. As a result, the company has become a preferred choice for investors seeking a reliable and experienced mutual fund partner to help them navigate the complexities of the investment landscape and achieve their wealth management goals.

Holdings

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

70 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 DVA DAVITA INC Since 2026-05-10 23918KAW8 Debt
0.04%
$0.14 130,000
2 DVA DAVITA INC Since 2026-05-10 23918KAY4 Debt
0.08%
$0.24 235,000
3 VSAT VIASAT INC Since 2026-05-10 92555WAD7 LON
0.13%
$0.44 437,403
4 AHCO ADAPTHEALTH LLC Since 2026-05-10 00653VAE1 Debt
0.03%
$0.08 85,000
5 SNPS SYNOPSYS INC Since 2026-05-10 871607AE7 Debt
0.16%
$0.51 500,000
6 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280CV9 Debt
0.11%
$0.36 380,000
7 ABG ASBURY AUTOMOTIVE GROUP Since 2026-05-10 043436AW4 Debt
0.08%
$0.26 260,000
8 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AP6 Debt
0.05%
$0.16 155,000
9 GTN-A GRAY MEDIA INC Since 2026-05-10 389375AM8 Debt
0.07%
$0.24 224,000
10 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AL5 Debt
0.11%
$0.35 365,000
11 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 DCR
0.07%
$0.23 1
12 RCL ROYAL CARIBBEAN CRUISES Since 2026-05-10 78017TAB9 Debt
0.06%
$0.19 187,000
13 XYZ BLOCK INC Since 2026-05-10 852234AU7 Debt
0.02%
$0.07 70,000
14 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AN1 Debt
0.12%
$0.38 365,000
15 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAC1 Debt
0.07%
$0.23 240,000
16 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 18589GAA3 Debt
0.05%
$0.15 140,000
17 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 81761LAF9 Debt
0.04%
$0.12 135,000
18 DVA DAVITA INC Since 2026-05-10 23918KAS7 Debt
0.07%
$0.23 240,000
19 XYZ BLOCK INC Since 2026-05-10 852234AS2 Debt
0.17%
$0.55 525,000
20 F FORD MOTOR COMPANY Since 2026-05-10 345370DA5 Debt
0.22%
$0.72 815,000
21 XYZ BLOCK INC Since 2026-05-10 852234AT0 Debt
0.02%
$0.06 55,000
22 C CITIGROUP INC Since 2026-05-10 172967QH7 Debt
0.08%
$0.25 250,000
23 NFE New Fortress Energy Inc Since 2026-05-10 644393100 Equity (Common)
0.00%
$0.01 10,819
24 XYZ BLOCK INC Since 2026-05-10 852234AP8 Debt
0.02%
$0.07 70,000
25 T AT&T INC Since 2026-05-10 00206RKJ0 Debt
0.06%
$0.20 300,000
26 SAH SONIC AUTOMOTIVE INC Since 2026-05-10 83545GBD3 Debt
0.04%
$0.12 125,000
27 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAD9 Debt
0.03%
$0.09 95,000
28 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3W1 Debt
0.06%
$0.21 200,000
29 NFE NEW FORTRESS ENERGY INC Since 2026-05-10 644393AB6 Debt
0.00%
$0.01 200,000
30 XYZ BLOCK INC Since 2026-05-10 852234AN3 Debt
0.05%
$0.15 155,000
31 BGS B&G FOODS INC Since 2026-05-10 05508WAB1 Debt
0.01%
$0.04 40,000
32 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 81761LAC6 Debt
0.20%
$0.64 605,000
33 AAP ADVANCE AUTO PARTS Since 2026-05-10 00751YAL0 Debt
0.04%
$0.13 125,000
34 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 81761LAD4 Debt
0.12%
$0.38 375,000
35 BGS B&G FOODS INC Since 2026-05-10 05508WAC9 Debt
0.07%
$0.24 240,000
36 AXON AXON ENTERPRISE INC Since 2026-05-10 05464CAC5 Debt
0.01%
$0.04 35,000
37 CLH CLEAN HARBORS INC Since 2026-05-10 184496AR8 Debt
0.06%
$0.19 185,000
38 NWL NEWELL BRANDS INC Since 2026-05-10 651229AY2 Debt
0.02%
$0.07 85,000
39 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AS0 Debt
0.05%
$0.15 145,000
40 ABBV ABBVIE INC Since 2026-05-10 00287YEA3 Debt
0.06%
$0.21 200,000
41 CSCO CISCO SYSTEMS INC Since 2026-05-10 17275RBZ4 Debt
0.06%
$0.21 200,000
42 AAP ADVANCE AUTO PARTS Since 2026-05-10 00751YAG1 Debt
0.05%
$0.16 190,000
43 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AQ4 Debt
0.03%
$0.09 90,000
44 CRK COMSTOCK RESOURCES INC Since 2026-05-10 205768AT1 Debt
0.03%
$0.10 105,000
45 BRO BROWN & BROWN INC Since 2026-05-10 115236AN1 Debt
0.16%
$0.53 513,000
46 AMGN AMGEN INC Since 2026-05-10 031162DR8 Debt
0.14%
$0.45 433,000
47 VSAT VIASAT INC Since 2026-05-10 92552VAN0 Debt
0.03%
$0.11 110,000
48 CLF CLEVELAND-CLIFFS INC Since 2026-05-10 185899AR2 Debt
0.04%
$0.12 120,000
49 MOH MOLINA HEALTHCARE INC Since 2026-05-10 60855RAL4 Debt
0.08%
$0.25 270,000
50 HSBC HSBC HOLDINGS PLC Since 2026-05-10 404280ES4 Debt
0.06%
$0.21 200,000
51 AAP ADVANCE AUTO PARTS Since 2026-05-10 00751YAE6 Debt
0.12%
$0.39 420,000
52 HUM HUMANA INC Since 2026-05-10 444859CA8 Debt
0.06%
$0.21 200,000
53 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 44106MAY8 Debt
0.05%
$0.17 198,000
54 VSAT VIASAT INC Since 2026-05-10 92555WAF2 LON
0.08%
$0.26 263,651
55 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 44106MBB7 Debt
0.22%
$0.71 820,000
56 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VGZ1 Debt
0.06%
$0.19 191,000
57 SNAP SNAP INC Since 2026-05-10 83304AAL0 Debt
0.05%
$0.18 170,000
58 DTM DT MIDSTREAM INC Since 2026-05-10 23345MAB3 Debt
0.06%
$0.21 210,000
59 F FORD MOTOR COMPANY Since 2026-05-10 345370CS7 Debt
0.05%
$0.17 200,000
60 NWL NEWELL BRANDS INC Since 2026-05-10 651229BE5 Debt
0.07%
$0.22 230,000
61 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 44106MAX0 Debt
0.30%
$0.97 1,025,000
62 UNFI UNITED NATURAL FOODS INC Since 2026-05-10 911163AA1 Debt
0.05%
$0.16 160,000
63 SVC SERVICE PROPERTIES TRUST Since 2026-05-10 44106MAW2 Debt
0.13%
$0.42 415,000
64 JPM JPMORGAN CHASE & CO Since 2026-05-10 46647PEX0 Debt
0.19%
$0.63 600,000
65 MOH MOLINA HEALTHCARE INC Since 2026-05-10 60855RAN0 Debt
0.05%
$0.15 150,000
66 VZ VERIZON COMMUNICATIONS Since 2026-05-10 92343VHG2 Debt
0.10%
$0.34 342,000
67 GTN-A GRAY MEDIA INC Since 2026-05-10 389286AA3 Debt
0.05%
$0.18 235,000
68 MSTR STRATEGY INC Since 2026-05-10 594972AS0 Debt
0.08%
$0.26 310,000
69 WFC WELLS FARGO & COMPANY Since 2026-05-10 95000U3N1 Debt
0.07%
$0.21 210,000
70 POST POST HOLDINGS INC Since 2026-05-10 737446AQ7 Debt
0.08%
$0.27 280,000
Frequently Asked Questions — Capital Group KKR Multi-Sector (plus)
What type of mutual fund is Capital Group KKR Multi-Sector (plus)?
Capital Group KKR Multi-Sector (plus) is a SEC-registered Equity fund, with $325M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Capital Group KKR Multi-Sector (plus) holds 70 portfolio positions, all detailed in the holdings table on this page.
What are Capital Group KKR Multi-Sector (plus)'s assets under management (AUM)?
Capital Group KKR Multi-Sector (plus) has $325M 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 Capital Group KKR Multi-Sector (plus)'s top holdings?
According to Capital Group KKR Multi-Sector (plus)'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include DAVITA INC, DAVITA INC, VIASAT INC , among others. The complete list of all 70 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 Capital Group KKR Multi-Sector (plus)'s expense ratio?
Expense ratio data for Capital Group KKR Multi-Sector (plus) 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 Capital Group KKR Multi-Sector (plus)'s SEC filings?
Capital Group KKR Multi-Sector (plus) 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 0002040318. You can access all of Capital Group KKR Multi-Sector (plus)'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0002040318). 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 Capital Group KKR Multi-Sector (plus)'s holdings data on StockSifting?
Holdings data for Capital Group KKR Multi-Sector (plus) 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.