Capital Group Core Balanced ETFCGBL
CGBL
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
657% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 7
657% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 14
400% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 5 (+4) [Q4]
220% more capital invested
Capital invested by funds: $653M [Q3] → $2.09B (+$1.44B) [Q4]
33% more funds holding
Funds holding: 135 [Q3] → 179 (+44) [Q4]
4.11% less ownership
Funds ownership: 69.87% [Q3] → 65.77% (-4.11%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for CGBL.
Financial journalist opinion
Positive
ETF Trends
2 weeks ago
Models Will Further Boost Capital Group's ETF Presence
Three years after successfully launching its first ETFs, Capital Group has positioned itself for further growth. The firm announced today the rollout of eight ETF models portfolios.
Neutral
ETF Trends
4 weeks ago
Happy 3rd Anniversary, Capital Group ETFs
An actively managed fund hitting its three year track record used to be a major milestone. A Morningstar rating would follow.
Positive
Seeking Alpha
1 month ago
CGBL: Simple Active Balanced ETF With An Uncompelling Investment Thesis
CGBL is a balanced equity/bond ETF, currently focusing on equities. CGBL's characteristics and returns are broadly consistent with those of its underlying assets. It yields 1.9%, without significant outperformance. Simpler portfolios seem marginally better than CGBL too.
Positive
Seeking Alpha
5 months ago
CGBL: A Flexible 60/40 Fund From Capital Group
The Capital Group Core Balanced ETF offers a flexible, actively managed 60/40 portfolio, outperforming the static iShares Core Growth Allocation ETF by 500 bps in the past year. CGBL's equity allocation focuses on quality stocks with lower P/E ratios, avoiding overvalued tech stocks, resulting in a more appealing valuation profile. The bond sleeve emphasizes U.S. Treasuries and AAA MBS securities, providing robust rates-driven performance with an intermediate duration of 6 years and a 4.9% yield.
Positive
Seeking Alpha
6 months 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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