Capital Group Core Balanced ETF (CGBL)
31.39
-0.04
(-0.13%)
USD |
NYSEARCA |
Mar 21, 16:00
31.40
+0.01
(+0.03%)
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 |
|---|---|---|---|
| -- | -- | -- | -- |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | -- | -- | Upgrade |
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 |
| 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 March 22, 2025.
Asset Allocation
As of February 28, 2025.
| Type | % Net |
|---|---|
| Cash | 4.94% |
| Stock | 59.35% |
| Bond | 30.26% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 5.45% |
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 |
| 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% |