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NYSEARCA:CGBL

Capital Group Core Balanced ETF (CGBL) Price, Holdings, & News

$31.34 +0.26 (+0.84%)
As of 05/2/2025 04:10 PM Eastern

About Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Key Stats

Today's Range
$31.24
$31.39
50-Day Range
$28.65
$32.10
52-Week Range
$28.22
$32.65
Volume
346,672 shs
Average Volume
435,329 shs
Market Capitalization
$2.01 billion
Assets Under Management
$2.05 billion
Dividend Yield
1.98%
Net Expense Ratio
0.33%
Aggregate Rating
Moderate Buy

ETF Overview

The Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that offers a balanced approach to total return and capital preservation. The fund employs an active asset allocation strategy to invest in equities, debts, money market instruments, and cash. CGBL was launched on Sep 26, 2023 and is issued by Capital Group.

Capital Group Core Balanced ETF Expenses

TypeCGBLAsset Allocation ETFsMulti Asset ETFsNYSEARCA ETFsAll ETFs
Management Fee0.33%0.62%0.71%0.52%0.53%
Other Expenses0.00%0.33%0.73%0.56%0.52%
Total Expense0.33%0.86%1.21%0.73%0.71%
Fee Waiver0.00%-0.22%-0.70%-0.65%-0.54%
Net Expense0.33%0.78%0.97%0.58%0.60%
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CGBL ETF News Headlines

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CGBL ETF - Frequently Asked Questions

Capital Group Core Balanced ETF's stock was trading at $31.27 at the start of the year. Since then, CGBL stock has increased by 0.2% and is now trading at $31.34.
View the best growth stocks for 2025 here
.

Capital Group Core Balanced ETF's top institutional shareholders include Envestnet Asset Management Inc. (5.23%), Advance Capital Management Inc. (3.79%), Wealth Enhancement Advisory Services LLC (2.89%) and Cambridge Investment Research Advisors Inc. (2.57%).

Shares of CGBL stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

Fund Details

Issuer
Capital Group
Fund Name
Capital Group Core Balanced ETF
Tax Classification
Regulated Investment Company
Stock Exchange
NYSEARCA
Current Symbol
NYSEARCA:CGBL
Inception Date
9/26/2023
Fund Manager
Alan Berro, Emme Kozloff, Jin Lee, John Queen, Justin Toner
Web
N/A
Phone
N/A

Fund Focus

Asset Class
Multi Asset
Benchmark
N/A
Category
Strategy
Focus
Asset Allocation
Development Level
Blended Development
Region
Global
Number of Holdings
73

Fund Statistics

Assets Under Management
$2.05 billion
Average Daily Volume
$0.00
Discount/Premium
0.01%

Administrator, Advisor and Custodian

Administrator
State Street Bank and Trust Company
Advisor
Capital Research and Management Company
Custodian
State Street Bank and Trust Company
Distributor
American Funds Distributors, Inc.
Transfer Agent
State Street Bank and Trust Company
Trustee
N/A
Lead Market Maker
Jane Street

Options

Optionable
N/A
Short Interest
55,800 shs

Miscellaneous

Beta
0.76
Creation Unit
20,000
Creation Fee
$250.00
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Top 10 CGBL Holdings

CGBL Sector Exposure

CGBL Industry Exposure


This page (NYSEARCA:CGBL) was last updated on 5/4/2025 by MarketBeat.com Staff
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