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Capital Group Core Balanced ETF logo

Capital Group Core Balanced ETF (CGBL)

ETF overview

The Capital Group Core Balanced ETF seeks to achieve a comprehensive total return, encompassing both income generation and capital growth, through a diversified investment strategy. A core principle of this fund is the safeguarding of principal for investors over the long term. Its portfolio typically includes a variety of assets such as common and preferred equities, fixed-income instruments like bonds, convertible securities, exchange-traded funds (ETFs), and cash. The fund also maintains the flexibility to allocate up to 15% of its total assets to equity securities issued by companies based outside the United States.

CountryUnited States of America
ExchangeAMEX
Trades inUSD
Current price
37.00 USD+0.16%
Close 21 Oct 2026
Interval
Benchmarks

Fund facts

Expense ratio
0.33%
Fund assets
7.86B USD (all share classes)
Issuer
Capital Group
Inception date
Sep 26, 2023
Number of holdings
76

Breakdown

Holdings (76)

NameTickerWeight
CAPITAL GROUP CORE PLUS INCOME CAP GROUP CORE PLUS INCOMECGCP23.04%
CAPITAL GROUP CORE BOND ETF CAP GROUP CORE BONDCGCB15.55%
BROADCOM INC COMMON STOCKAVGO4.28%
ALPHABET INC CL C COMMON STOCK USD.001GOOG3.11%
TAIWAN SEMICONDUCTOR SP ADR ADRTSM2.91%
MICROSOFT CORP COMMON STOCK USD.00000625MSFT2.61%
APPLE INC COMMON STOCK USD.00001AAPL2.39%
PHILIP MORRIS INTERNATIONAL COMMON STOCKPM2.37%
MICRON TECHNOLOGY INC COMMON STOCK USD.1MU1.41%
WHEATON PRECIOUS METALS CORP COMMON STOCKWPM.TO1.27%
and 63 more

Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

Capital Group Core Balanced ETF (CGBL)

CGBL · AMEX
37.00 USD+0.16%
Sign up to track this ETF
Benchmarks
Fund facts
Expense ratio
0.33%
Fund assets
7.86B USD (all share classes)
Issuer
Capital Group
Inception date
Sep 26, 2023
Number of holdings
76
Breakdown
Holdings (76)
NameTickerWeight
CAPITAL GROUP CORE PLUS INCOME CAP GROUP CORE PLUS INCOMECGCP23.04%
CAPITAL GROUP CORE BOND ETF CAP GROUP CORE BONDCGCB15.55%
BROADCOM INC COMMON STOCKAVGO4.28%
ALPHABET INC CL C COMMON STOCK USD.001GOOG3.11%
TAIWAN SEMICONDUCTOR SP ADR ADRTSM2.91%
MICROSOFT CORP COMMON STOCK USD.00000625MSFT2.61%
APPLE INC COMMON STOCK USD.00001AAPL2.39%
PHILIP MORRIS INTERNATIONAL COMMON STOCKPM2.37%
MICRON TECHNOLOGY INC COMMON STOCK USD.1MU1.41%
WHEATON PRECIOUS METALS CORP COMMON STOCKWPM.TO1.27%
and 63 more
ETF overview

The Capital Group Core Balanced ETF seeks to achieve a comprehensive total return, encompassing both income generation and capital growth, through a diversified investment strategy. A core principle of this fund is the safeguarding of principal for investors over the long term. Its portfolio typically includes a variety of assets such as common and preferred equities, fixed-income instruments like bonds, convertible securities, exchange-traded funds (ETFs), and cash. The fund also maintains the flexibility to allocate up to 15% of its total assets to equity securities issued by companies based outside the United States.

CountryUnited States of America
Trades inUSD
Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

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