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 Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock About Capital Group Core Balanced ETF (NYSEARCA:CGBL) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get CGBL alerts:Sign Up Key Stats Today's Range$31.24▼$31.3950-Day Range$28.65▼$32.1052-Week Range$28.22▼$32.65Volume346,672 shsAverage Volume435,329 shsMarket Capitalization$2.01 billionAssets Under Management$2.05 billionDividend Yield1.98%Net Expense Ratio0.33%Aggregate RatingModerate Buy ETF OverviewThe 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.Read More… Capital Group Core Balanced ETF ExpensesTypeCGBLAsset Allocation ETFsMulti Asset ETFsNYSEARCA ETFsAll ETFsManagement 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% Receive CGBL Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Capital Group Core Balanced ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address CGBL ETF News HeadlinesCGBL: Simple Active Balanced ETF With An Uncompelling Investment ThesisJanuary 27, 2025 | seekingalpha.comSee More Headlines CGBL ETF - Frequently Asked Questions How have CGBL shares performed this year? 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. Who are Capital Group Core Balanced ETF's major shareholders? 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%). How do I buy shares of Capital Group Core Balanced ETF? 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 IssuerCapital Group Fund NameCapital Group Core Balanced ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:CGBL Inception Date9/26/2023 Fund ManagerAlan Berro, Emme Kozloff, Jin Lee, John Queen, Justin Toner WebN/A PhoneN/AFund Focus Asset ClassMulti Asset BenchmarkN/A CategoryStrategy FocusAsset Allocation Development LevelBlended Development RegionGlobal Number of Holdings73 Fund Statistics Assets Under Management$2.05 billion Average Daily Volume$0.00 Discount/Premium0.01% Administrator, Advisor and Custodian AdministratorState Street Bank and Trust Company AdvisorCapital Research and Management Company CustodianState Street Bank and Trust Company DistributorAmerican Funds Distributors, Inc. Transfer AgentState Street Bank and Trust Company TrusteeN/A Lead Market MakerJane Street Options OptionableN/A Short Interest55,800 shs Miscellaneous Outstanding Shares64,140,000Beta0.76 Creation Unit20,000 Creation Fee$250.00 These 7 Stocks Will Be Magnificent in 2025Discover the next wave of investment opportunities with our report, 7 Stocks That Will Be Magnificent in 2025. Explore companies poised to replicate the growth, innovation, and value creation of the tech giants dominating today's markets.Get This Free Report Top 10 CGBL HoldingsCapital Group Core Plus Income ETF (NYSEARCA:CGCP)Holding Weight: 25.34%Capital Group Core Bond ETF (NYSEARCA:CGCB)Holding Weight: 10.96%Broadcom (NASDAQ:AVGO)Holding Weight: 4.04%Microsoft (NASDAQ:MSFT)Holding Weight: 3.24%Philip Morris International (NYSE:PM)Holding Weight: 3.04%Vertex Pharmaceuticals (NASDAQ:VRTX)Holding Weight: 2.04%Taiwan Semiconductor Manufacturing (NYSE:TSM)Holding Weight: 1.94%Alphabet (NASDAQ:GOOG)Holding Weight: 1.58%CAPITAL GROUP CENTRAL CASH FUN CAPITAL GROUP CNTRL CSH MHolding Weight: 1.58%Eli Lilly and Company (NYSE:LLY)Holding Weight: 1.56%Full Holdings DetailsCGBL Sector ExposureCGBL Industry Exposure This page (NYSEARCA:CGBL) was last updated on 5/4/2025 by MarketBeat.com Staff From Our PartnersTrump wipes out trillions overnight…Is there anybody more powerful than Donald Trump right now? 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