CGBL - Capital Group Core Balanced ETF ETF Analysis | Stock Taper
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CGBL

Capital Group Core Balanced ETF
Capital Group Core Balanced ETF Capital Group
$36.19 -0.21% (-0.07)

Managing Company Capital Group
Asset Under Management $4.58B
Inception Date Sep 26, 2023
Expense Ratio 0.33%
52w High $36.42
52w Low $28.22
Volume 1,074,853
Avg Volume 911,459
Asset Class Multi-Asset

About Capital Group Core Balanced ETF

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...

SECTOR HOLDINGS

Financial Services Financial Services
45.90%
Technology Technology
21.61%
Industrials Industrials
9.32%
Healthcare Healthcare
6.48%
Consumer Cyclical Consumer Cyclical
5.82%
Basic Materials Basic Materials
4.19%
Consumer Defensive Consumer Defensive
2.60%
Cash & Others Cash & Others
1.21%
Energy Energy
1.08%
Utilities Utilities
0.92%
Communication Services Communication Services
0.86%

ASSET ALLOCATION BY REGION

United States flag United States
89.39%
Canada flag Canada
3.76%
Taiwan (Province of China) flag Taiwan (Province of China)
3.10%
Other
1.21%
Ireland flag Ireland
1.06%
France flag France
0.57%
Netherlands flag Netherlands
0.49%
Switzerland flag Switzerland
0.41%