Capital Group Core Balanced ETF (CGBL)
29.42
+0.31
(+1.06%)
USD |
NYSEARCA |
May 15, 16:00
29.42
0.00 (0.00%)
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% | 0.10% | 427.62M | 189924.2 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.81% | 3.00% | -- | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide a balanced approach to total return (including income and capital gains) 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. Under normal market conditions, the fund’s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund’s assets (if any) in money market instruments and cash. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Moderate Allocation |
| Category Index | -- |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Balanced |
| Fund Owner Firm Name | Capital Group |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Alan Berro | 0.60 yrs |
| Emme Kozloff | 0.60 yrs |
| Jin Lee | 0.60 yrs |
| John Queen | 0.60 yrs |
| Justin Toner | 0.60 yrs |
Performance Versus Category
As of May 14, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 14, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide a balanced approach to total return (including income and capital gains) 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. Under normal market conditions, the fund’s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund’s assets (if any) in money market instruments and cash. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | Medium Quality/Moderate Sensitivity |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Moderate Allocation |
| Category Index | -- |
| Global Category Name | Moderate Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Balanced |
| Fund Owner Firm Name | Capital Group |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Alan Berro | 0.60 yrs |
| Emme Kozloff | 0.60 yrs |
| Jin Lee | 0.60 yrs |
| John Queen | 0.60 yrs |
| Justin Toner | 0.60 yrs |