CGBL - Capital Group Core Balanc... Analysis | Stock Taper
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CGBL

Capital Group Core Balanced ETF
Capital Group Core Balanced ETF Capital Group
$36.66 -0.45% (-0.17)

Managing Company Capital Group
Asset Under Management $5.95B
Inception Date Sep 26, 2023
Expense Ratio 0.33%
52w High $36.95
52w Low $29.28
Volume 828,351
Avg Volume 1,287,677
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

Technology Technology
27.49%
Industrials Industrials
16.96%
Financial Services Financial Services
13.25%
Healthcare Healthcare
9.89%
Basic Materials Basic Materials
8.76%
Consumer Cyclical Consumer Cyclical
8.66%
Communication Services Communication Services
7.25%
Consumer Defensive Consumer Defensive
4.65%
Energy Energy
2.05%
Utilities Utilities
1.03%
Cash & Others Cash & Others
0.01%

ASSET ALLOCATION BY REGION

United States flag United States
87.94%
Canada flag Canada
4.60%
Taiwan (Province of China) flag Taiwan (Province of China)
3.15%
Other
1.91%
Ireland flag Ireland
0.91%
France flag France
0.57%
Netherlands flag Netherlands
0.51%
Switzerland flag Switzerland
0.40%