Capital Group Core Balanced ETF
CGBL
Market cap $931M

30.94 USD

-0.11

0.35%

At close Oct 3, 4:00 PM EDT

1 day

-0.35%

5 days

-1.21%

1 month

2.31%

3 months

3.03%

6 months

6.62%

Year to date

13.79%

1 year

25.93%

5 years

23.66%

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

660% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 5

430% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 10

92% more capital invested

Capital invested by funds: $221M [Q1] → $426M (+$204M) [Q2]

45% more funds holding

Funds holding: 74 [Q1] → 107 (+33) [Q2]

7.98% more ownership

Funds ownership: 73.45% [Q1] → 81.43% (+7.98%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for CGBL.

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Financial journalist opinion

Positive

Seeking Alpha

3 weeks ago

CGBL: An All-Weather ETF To Balance Your Portfolio

The Capital Group Core Balanced ETF offers a mix of equities and fixed income, with about 32% in fixed income and 50-70% in equities. CGBL's fixed income assets have moderate interest rate sensitivity, with a 6-year duration and a 5.3% yield to the worst average. The equity portion includes high-quality stocks in defensive sectors like healthcare and consumer staples, with notable holdings in Eli Lilly and UnitedHealth Group.

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Capital Group Core Balanced ETFCGBL Market cap $931M