American Funds Multi-Sector Income Fund

American Funds Multi-Sector Income Fund · Series S000065032 · 21 share classes

Bond fund · 97% debt· rate + credit risk filed
One fund, 21 share classes:MIAVXCMBKXRMDSXRMDTXRMDRXRMDQXRMDPXRMDOXRMDNXMIAZXMIAYXMIAWXMIAUXMIAQXCMBNXCMBOXCMBMXCMBLXRMDUXCMBPXCMBQX
$22.43B NAV
2,385 positions · as of 2026-06-30 · filed 2026-08-27
data updated 2026-09-08

Fund profile

As filed in the prospectus · 2026 Q1

The funds investment objective is to provide a high level of current income.

Strategy · summarised

The fund seeks high current income by investing across four primary debt sectors—high-yield corporate debt, investment-grade corporate debt, emerging market debt, and securitized debt—with allocations adjusted based on the adviser's assessment of relative value. The fund may hold substantial positions in below-investment-grade securities and securities tied to non-U.S. economies, and employs multiple portfolio managers who divide the portfolio into separately managed segments. Because security selection depends on the adviser's judgment about relative attractiveness, fund composition will vary with market conditions and the adviser's views.

Expenses
0.37% 1.49%across 21 share classes
Share classGrossNet
MIAVX0.68%
CMBKX0.72%
RMDSX0.56%0.50%
RMDTX0.42%0.42%
RMDRX0.67%0.67%
RMDQX1.03%0.96%
RMDPX1.15%1.15%
RMDOX1.48%1.48%
RMDNX1.45%
MIAZX0.37%
MIAYX0.48%
MIAWX0.74%
MIAUX1.44%
MIAQX0.74%
CMBNX0.73%
CMBOX0.79%
CMBMX0.94%
CMBLX1.49%
RMDUX0.37%0.37%
CMBPX0.45%
CMBQX0.42%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 102.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.51%
of net assets
Bonds79.87%
Securitized14.96%
Cash & short-term1.95%
Loans1.79%
2 smaller0.94%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 269 new222 exited

Largest new: RD MICHIGAN PROPERTY OWNER I LLC, NFE BRAZIL FINANCING LTD, SPACE EXPLORATION TECHNOLOGIES CORP, UNITED STATES TREASURY ×2, ARES STRATEGIC INCOME FUND, RIO GRANDE LNG LLC, MEXICO (UNITED MEXICAN STATES) (GOVERNMENT)

Largest exited: UNITED STATES TREASURY ×4, ARES STRATEGIC INCOME FUND, WARNERMEDIA HOLDINGS INC, KENNEDY-WILSON INC, GOLDMAN SACHS PRIVATE CREDIT CORP

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+7.75%+24.76%+17.39%3.00%-3.53%
+7.46%+23.69%+15.65%3.00%-3.61%
+7.68%+24.53%+16.86%2.99%-3.55%
+7.78%+24.92%+17.51%3.00%-3.52%
+7.51%+23.87%+15.88%3.00%-3.61%
+7.19%+22.84%+14.21%2.99%-3.67%
+7.15%+23.46%+16.12%3.00%-3.53%
+6.83%+21.62%+12.41%3.00%-3.75%
+6.72%+21.53%+12.78%3.00%-3.73%
+7.83%+25.07%+17.74%3.00%-3.52%
+7.71%+24.67%+17.16%3.00%-3.54%
+7.43%+23.68%+15.58%3.00%-3.61%
+6.69%+21.10%+11.60%3.00%-3.79%
+7.44%+23.65%+15.55%3.00%-3.62%
+7.70%+24.57%+17.09%3.00%-3.54%
+7.64%+24.40%+16.70%3.00%-3.56%
+7.21%+22.98%+14.61%3.00%-3.65%
+6.64%+20.97%+11.45%3.00%-3.79%
+7.83%+25.07%+17.75%3.00%-3.52%
+7.74%+24.74%+17.20%3.00%-3.54%
+7.76%+24.79%+17.31%3.00%-3.54%

These classes hold the same portfolio, so the 6.30pp spread over 5 years is the cost difference between them — roughly 1.26pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
6.17%
Avg maturity
9.90 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

20%
floating
Fixed rate79.8%
Floating rate20.2%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y1.2%
1-3y10.2%
3-5y21.3%
5-10y40.9%
10y+26.4%
Flagged holdings
Defaulted: 0.74% · $160.45M · 49 positions
In arrears: none reported
Paid in kind: 0.10% · $21.84M · 8 positions

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying nearly as much.

Interest-rate duration
5.01 yr
approx. move per 100bp
Credit-spread duration
4.43 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -9.5%
of value
Interest rates53%
Credit spreads47%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+4.43
yrs total
Investment grade+2.90 yr
High yield+1.53 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate5.01 yr total
1 yr30 yr
1 yr0.79 yr16%
5 yr2.14 yr43%
10 yr1.43 yr28%
30 yr0.67 yr13%

3 mo is NEGATIVE (-0.02 yr) — a deliberate hedge at that point on the curve, so it is not part of the band above.

Credit spread4.43 yr total
3 mo30 yr
3 mo0.03 yr1%
1 yr0.60 yr14%
5 yr1.59 yr36%
10 yr1.64 yr37%
30 yr0.56 yr13%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo-0.02+0.01+0.02$22.4k$42.1k
1 yr+0.79+0.21+0.40$462.8k$887.3k
5 yr+2.14+0.85+0.75$1.90m$1.68m
10 yr+1.43+1.32+0.31$2.97m$704.4k
30 yr+0.67+0.51+0.05$1.15m$112.5k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Rate exposure by currency

Duration contribution in years, summing to the fund's 5.01 yr.

USD+4.99 yr
EUR+0.02 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
CAPITAL GROUP CENTRAL CASH FUNDCMQXX1.95%$436.87M
GOLDMAN SACHS GROUP INC4.94% floating · due 2036-10-210.56%$125.12M
BANK OF AMERICA CORP5.04% floating · due 2037-02-060.54%$120.78M
RD MICHIGAN PROPERTY OWNER I LLC7.50% · due 2045-03-300.51%$113.57M
MPT OPERATING PARTNERSHIP LP8.50% · due 2032-02-150.41%$92.26M
JEFFERIES FINANCIAL GROUP INC5.50% · due 2036-02-150.35%$79.17M
CONNECT FINCO SARL / CONNECT US FINCO LLC9.00% · due 2029-09-150.34%$76.14M
ABBVIE INC5.05% · due 2034-03-150.34%$75.79M
NFE FINANCING LLC12.00% · due 2029-11-150.33%$74.34M
NFE BRAZIL FINANCING LTD12.00% · due 2029-05-150.32%$71.19M
Showing 10 of 2,385Sign in to see more

Top 10 positions are 5.64% of net assets, top 25 9.68%, across 1.1K issuers.

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