Capital Group Core Balanced ETF (CGBL) Research

The Capital Group Core Balanced ETF seeks to achieve a comprehensive total return, encompassing both income generation and capital growth, through a diversified investment strategy. A core principle of this fund is the safeguarding of principal for investors over the long term. Its portfolio typically includes a variety of assets such as common and preferred equities, fixed-income instruments like bonds, convertible securities, exchange-traded funds (ETFs), and cash. The fund also maintains the flexibility to allocate up to 15% of its total assets to equity securities issued by companies based outside the United States.

Market snapshot

Symbol
CGBL
Price
$38.06
Day change
+0.93%
Market cap
$3.1B
52-week range
32.455-38.2
Sector
Financial Services
Industry
Asset Management

Peer companies

  • iShares Core 60/40 Balanced Allocation ETF (AOR)
  • Invesco China Technology ETF (CQQQ)
  • WisdomTree India Earnings Fund (EPI)
  • iShares MSCI United Kingdom ETF (EWU)
  • MicroSectors FANG+ Index -3X Inverse Leveraged ETN (FNGD)
  • iShares MSCI Intl Value Factor ETF (IVLU)
  • iShares Russell Top 200 Value ETF (IWX)
  • iShares Dow Jones U.S. ETF (IYY)

Open Capital Group Core Balanced ETF (CGBL) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.