Capital Group KKR Core Plus+

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  Seeks to offer strategic exposure to higher income-focused sectors in the public and private fixed income markets with a target, under normal circumstances, of approximately 60% of assets to be invested in public credit assets and approximately 40% of assets to be invested across higher income seeking private credit sectors.

• Category

  Income

  Type of fund

• Asset Class

  Private Credit

  Focus of this fund

• Fund Type

  Interval

  Structure of this fund

• Performance - Last Year

  4.3%

  Most recent four quarters

• Performance - Last 2 Years

  3.1%

  Annualized over 24 months

• Performance - Last 3 Years

  N/A

  Annualized over 36 months

• Treeview Minimum

  5000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  1000

  Minimum investment without using an advisor

• Expense Fee Discount

  43.4

  Annual fund expense savings as a Treeview Capital client

• Fund Research

  Open Fund Website

  Information published by fund manager

Important Information: Performance figures are updated quarterly and sourced from third-party providers. Returns for the 2 year and 3 year periods are annualized to reflect average yearly growth. Performance is net of the Treeview Capital investment advisory fee. Past performance is not a guarantee of future results and all investments involve risk of loss.