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CGBL

Capital Group Core Balanced ETF Multi-Asset
$37.30
+1.54% (+0.56)
AUM $6.17B
Expense 33.00%
52w Low $31.05 99.8% of range 52w High $37.31
50d MA $35.71 200d MA $35.17
NAV $36.49
AUM $6.17B
Expense 33.00%
Holdings 74
Avg Volume 686K
Inception Sep 26, 2023
Issuer Capital Group
Exchange
Domicile US
ISIN US14021D1072
50d MA $35.71
200d MA $35.17
About
The fund's investment objective is 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.Distinguishing Characteristics Common stocks and preferred stocks, bonds, convertibles, ETFs and cash.The fund may invest up to 15% of its assets in equity securities of issuers domiciled outside the United Sta…
Sector Exposure
Technology 27.2%
Industrials 16.5%
Financial Services 13.9%
Healthcare 9.9%
Consumer Cyclical 8.8%
Basic Materials 8.0%
Communication Services 7.4%
Consumer Defensive 4.6%
Energy 2.5%
Utilities 1.1%
Cash & Others 0.0%
Top Holdings
Ticker Name Weight
CGCP CAPITAL GROUP CORE PLUS INCOME CAP GROUP CORE PLUS INCOME 20.23%
CGCB CAPITAL GROUP CORE BOND ETF CAP GROUP CORE BOND 13.59%
AVGO BROADCOM INC COMMON STOCK 5.38%
TSM TAIWAN SEMICONDUCTOR SP ADR ADR 3.45%
GOOG ALPHABET INC CL C COMMON STOCK USD.001 3.29%
MSFT MICROSOFT CORP COMMON STOCK USD.00000625 2.41%
PM PHILIP MORRIS INTERNATIONAL COMMON STOCK 2.33%
CAPITAL GROUP CENTRAL CASH FUN CAPITAL GROUP CNTRL CSH M 2.00%
AAPL APPLE INC COMMON STOCK USD.00001 1.55%
NVDA NVIDIA CORP COMMON STOCK USD.001 1.43%
MU MICRON TECHNOLOGY INC COMMON STOCK USD.1 1.42%
ATI ATI INC COMMON STOCK USD.1 1.28%
META META PLATFORMS INC CLASS A COMMON STOCK USD.000006 1.27%
GEV GE VERNOVA INC COMMON STOCK USD.01 1.21%
INTC INTEL CORP COMMON STOCK USD.001 1.20%