How have CGBL shares performed in 2024?

Capital Group Core Balanced ETF's stock was trading at $27.34 at the start of the year. Since then, CGBL stock has increased by 7.5% and is now trading at $29.38. View the best growth stocks for 2024 here .

What does CGBL invest in?

Capital Group Core Balanced ETF is a multi asset fund issued by Capital Group. CGBL focuses on asset allocation investments. The fund's investments total to approximately $427.62 million assets under management.

What stocks does Capital Group Core Balanced ETF hold?

CGBL invests in 71 holdings. Some of the stocks in their portfolio include Capital Group Core Plus Income ETF (CGCP) , Broadcom (AVGO) , Microsoft (MSFT) , Meta Platforms (META) , Alphabet (GOOG) , Canadian Natural Resources (CNQ) , Eli Lilly and Company (LLY) , Taiwan Semiconductor Manufacturing (TSM) , UnitedHealth Group (UNH) and Vertex Pharmaceuticals (VRTX) .

What is the management fee for Capital Group Core Balanced ETF?

Capital Group Core Balanced ETF's management fee is 0.33% and has no other recorded expenses or fee waivers. The net expense ratio for CGBL is 0.33%.

Who are Capital Group Core Balanced ETF's major shareholders?

Capital Group Core Balanced ETF's stock is owned by many different institutional and retail investors. Top institutional investors include Advance Capital Management Inc. (0.00%), Capital International Investors (5.33%), Commonwealth Equity Services LLC (6.01%), Osaic Holdings Inc. (3.82%), Cambridge Investment Research Advisors Inc. (4.12%) and OLD Mission Capital LLC (1.27%).

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. Compare Top Brokerages Here .

NYSEARCA:CGBL

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

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$29.42

+0.31 (+1.06%)

(As of 03:51 PM ET)

Compare

Today's Range: $29.19
▼
$29.42
50-Day Range: $28.01
▼
$29.21
52-Week Range: $24.23
▼
$31.60

Volume: 136,362 shs
Average Volume: 163,842 shs
Market Capitalization: $417.76 million

Assets Under Management: $427.62 million
Dividend Yield: 0.82%
Net Expense Ratio: 0.33%

Stock Analysis Chart Holdings Ownership Ratings

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About Capital Group Core Balanced ETF

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.

CGBL Stock Price History

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CGBL ETF News Headlines

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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: 71

Fund Statistics

Assets Under Management: $427.62 million
Average Daily Volume: $0.00
Discount/Premium: 0.03%

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

Miscellaneous

Outstanding Shares: 14,200,000
Beta: 0.76
Creation Unit: 20,000
Creation Fee: $250.00

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Capital Group Core Balanced ETF Expenses

Type	CGBL	Asset Allocation ETFs	Multi Asset ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.33%	0.60%	0.69%	0.51%	0.51%
Other Expenses	0.00%	0.36%	0.79%	0.64%	0.58%
Total Expense	0.33%	0.77%	1.21%	0.74%	0.70%
Fee Waiver	0.00%	-0.24%	-0.69%	-0.68%	-0.57%
Net Expense	0.33%	0.75%	0.94%	0.58%	0.58%

Capital Group Core Balanced ETF (CGBL) Holdings & Exposure

Top 10 CGBL Holdings

CGBL Sector Exposure

CGBL Industry Exposure

Full Holdings Details

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Institutional Ownership

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CGBL ETF - Frequently Asked Questions

How have CGBL shares performed in 2024?: Capital Group Core Balanced ETF's stock was trading at $27.34 at the start of the year. Since then, CGBL stock has increased by 7.5% and is now trading at $29.38.
View the best growth stocks for 2024 here.
What does CGBL invest in?: Capital Group Core Balanced ETF is a multi asset fund issued by Capital Group. CGBL focuses on asset allocation investments. The fund's investments total to approximately $427.62 million assets under management.
What stocks does Capital Group Core Balanced ETF hold?: CGBL invests in 71 holdings. Some of the stocks in their portfolio include Capital Group Core Plus Income ETF (CGCP), Broadcom (AVGO), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG), Canadian Natural Resources (CNQ), Eli Lilly and Company (LLY), Taiwan Semiconductor Manufacturing (TSM), UnitedHealth Group (UNH) and Vertex Pharmaceuticals (VRTX).
What is the management fee for Capital Group Core Balanced ETF?: Capital Group Core Balanced ETF's management fee is 0.33% and has no other recorded expenses or fee waivers. The net expense ratio for CGBL is 0.33%.

Who are Capital Group Core Balanced ETF's major shareholders?: Capital Group Core Balanced ETF's stock is owned by many different institutional and retail investors. Top institutional investors include Advance Capital Management Inc. (0.00%), Capital International Investors (5.33%), Commonwealth Equity Services LLC (6.01%), Osaic Holdings Inc. (3.82%), Cambridge Investment Research Advisors Inc. (4.12%) and OLD Mission Capital LLC (1.27%).
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.
Compare Top Brokerages Here.

This page (NYSEARCA:CGBL) was last updated on 5/15/2024 by MarketBeat.com Staff

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