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
$36.47 -0.21% (-0.07)

Managing Company Capital Group
Asset Under Management $5.53B
Inception Date Sep 26, 2023
Expense Ratio 0.33%
52w High $36.71
52w Low $28.22
Volume 672,261
Avg Volume 1,250,411
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
27.71%
Industrials Industrials
15.94%
Financial Services Financial Services
15.20%
Healthcare Healthcare
9.95%
Consumer Cyclical Consumer Cyclical
8.89%
Communication Services Communication Services
7.75%
Basic Materials Basic Materials
7.33%
Consumer Defensive Consumer Defensive
4.47%
Energy Energy
1.82%
Utilities Utilities
0.93%
Cash & Others Cash & Others
0.01%

ASSET ALLOCATION BY REGION

United States flag United States
87.09%
Canada flag Canada
4.80%
Taiwan (Province of China) flag Taiwan (Province of China)
3.57%
Other
2.00%
Ireland flag Ireland
0.94%
France flag France
0.63%
Netherlands flag Netherlands
0.57%
Switzerland flag Switzerland
0.39%