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
$37.85 0.08% (+0.03)

Managing Company Capital Group
Asset Under Management $6.74B
Inception Date Sep 26, 2023
Expense Ratio 0.33%
52w High $38.05
52w Low $32.45
Volume 817,103
Avg Volume 1,381,341
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
29.88%
Industrials Industrials
16.55%
Financial Services Financial Services
11.77%
Healthcare Healthcare
8.85%
Consumer Cyclical Consumer Cyclical
8.68%
Communication Services Communication Services
8.41%
Basic Materials Basic Materials
7.21%
Consumer Defensive Consumer Defensive
4.22%
Utilities Utilities
2.45%
Energy Energy
1.95%
Cash & Others Cash & Others
0.02%
Real Estate Real Estate
0.01%

ASSET ALLOCATION BY REGION

United States flag United States
89.95%
Canada flag Canada
4.33%
Taiwan (Province of China) flag Taiwan (Province of China)
3.66%
Other
1.21%
France flag France
0.43%
Switzerland flag Switzerland
0.42%