Capital Group Core Balanced ETF (CGBL)
37.62
-0.36
(-0.96%)
USD |
NYSEARCA |
Jul 07, 16:00
37.65
+0.04
(+0.09%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.33% | 0.05% | 7.032B | 2.545M |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.04% | 19.00% | 3.758B |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide a balanced approach to total return that is consistent with the preservation of capital over the long-term. In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap Core |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset USD Aggressive |
| Peer Group | Mixed-Asset Target Alloc Growth Funds |
| Global Macro | Mixed Asset HC Aggressive |
| US Macro | Mixed-Assets Target Allocation Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Balanced Funds |
| Fund Owner Firm Name | Capital Group/American Funds |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of July 08, 2026.
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 3.28% |
| Stock | 59.97% |
| Bond | 36.23% |
| Convertible | 0.00% |
| Preferred | 0.01% |
| Other | 0.52% |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide a balanced approach to total return that is consistent with the preservation of capital over the long-term. In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap Core |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset USD Aggressive |
| Peer Group | Mixed-Asset Target Alloc Growth Funds |
| Global Macro | Mixed Asset HC Aggressive |
| US Macro | Mixed-Assets Target Allocation Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Balanced Funds |
| Fund Owner Firm Name | Capital Group/American Funds |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |