CGBLCapital Group Core Balanced ETF
Seeks a balanced approach to total return while preserving capital over the long term.
Capital Group · Since 2023 (2 years)
Annual Cost
0.33%
#1380 out of 5,332 ETFs
Fund Size
$5.4B
#378 out of 5,332 ETFs
Dividend Yield
2.04%
Track Record
2 years
#3287 out of 5,332 ETFs
Performance
1 Year
+20.7%
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Strategy
active selection
Asset allocation
Stocks
62.0%
Bonds
34.9%
Cash
3.0%
Sector breakdown
Technology
27.2%
Industrials
16.5%
Financial Services
13.9%
Healthcare
9.9%
Consumer Cyclical
8.8%
Basic Materials
8.0%
Communication
7.4%
Consumer Defensive
4.6%
Other
3.7%
Top holdings
Capital Group Core Plus Income ETFCGCP21.6%
Capital Group Core Bond ETFCGCB14.5%
Broadcom IncAVGO4.2%
Taiwan Semiconductor Manufacturing Co Ltd ADRTSM3.1%
Microsoft CorpMSFT2.8%
Alphabet Inc Class CGOOG2.5%
Philip Morris International IncPM2.4%
Apple IncAAPL1.4%
Royal Gold IncRGLD1.4%
NVIDIA CorpNVDA1.3%
Risk profile
Volatility (1Y)
9.5%
Moderate
Max drawdown
-11.7%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
Bond profile
Duration
4.7 years
Avg maturity
9.7 years
Credit ratings
US Government
7.3%
AAA
29.1%
AA
24.8%
A
17.4%
BBB
15.8%
BB
4.9%
B
2.7%
Below B
0.6%
Other
4.7%
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Data updated on 2026-05-05