Capital Group Core Balanced ETF

CGBL

Market cap $3.3B

Overview Fund Activity

34.78 USD

-0.13

0.37%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.37%

5 days

0.81%

1 month

2.23%

3 months

5.46%

6 months

12.05%

Year to date

11.15%

1 year

13.66%

5 years

39.01%

10 years

39.01%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

263% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 40

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

39% more capital invested

Capital invested by funds: $1.24B [Q1] → $1.72B (+$478M) [Q2]

22% more funds holding in top 10

Funds holding in top 10: 9 [Q1] → 11 (+2) [Q2]

11% more funds holding

Funds holding: 214 [Q1] → 238 (+24) [Q2]

1.8% more ownership

Funds ownership: 67.77% [Q1] → 69.56% (+1.8%) [Q2]

See Fund Rankings

Financial journalist opinion

CGBL: Multi-Asset ETF With A Good Start

Capital Group Core Balanced ETF is an actively managed tactical ETF with variable exposure in equities, bonds, and cash equivalents. Despite below-par equity fundamentals, CGBL has delivered superior risk-adjusted returns versus the Russell 1000, a 60/40 benchmark, and key ETF competitors. With a 0.33% expense ratio and prudent management, CGBL is a compelling option for tactical multi-asset exposure, but investors should note its short track record.

CGBL: Multi-Asset ETF With A Good Start

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.

Models Will Further Boost Capital Group's ETF Presence

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.

Happy 3rd Anniversary, Capital Group ETFs

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.

CGBL: Simple Active Balanced ETF With An Uncompelling Investment Thesis

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.

CGBL: A Flexible 60/40 Fund From Capital Group

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.

CGBL: An All-Weather ETF To Balance Your Portfolio

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