CGBLCapital Group Core Balanced ETF
Seeks a balanced approach to total return while preserving capital over the long-term.
By Capital Group · Launched 2023
Annual Cost
0.33%
#1,492 of 5,854 · low cost
Fund Size
$7.0B
#363 of 5,854 · large
Return (1Y)Goal
+12.4%
Track Record
2 years
#3,113 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,288+12.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 55.9% of fundmoderately concentrated
Capital Group Core Plus Income ETF
21.6%
Capital Group Core Bond ETF
14.5%
Broadcom Inc
4.2%
Taiwan Semiconductor Manufacturing Co Ltd
3.1%
Microsoft Corp
2.8%
Alphabet Inc
2.5%
Philip Morris International Inc
2.4%
Capital Group Central Cash Fund
2.1%
Apple Inc
1.4%
Royal Gold Inc
1.4%
Asset allocation
Stocks
60.0%
Bonds
36.5%
Cash
3.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.5%Moderate
Year-on-year price swings
Max drawdown
-11.7%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
4.7 years
Avg maturity
9.8 years
Credit ratings
US Government
9.4%
AAA
28.8%
AA
24.2%
A
17.6%
BBB
17.2%
BB
5.0%
B
2.6%
Below B
0.6%
Other
4.0%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks a balanced approach to total return while preserving capital over the long-term.
- Strategy
- Varying its mix of 50%-75% in equity securities and at least 25% in debt securities, the fund invests in attractively valued companies and may include exposure to international equities. It also invests in fixed income ETFs to achieve its debt allocation, focusing on a broad range of debt securities, including corporate bonds and junk bonds.
- Inception date
- September 26, 2023
- Fund family
- Capital Group
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Data updated on 2026-08-03