Capital Group Core Balanced ETFCGBL
CGBL
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
567% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 12
357% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 7
46% more capital invested
Capital invested by funds: $448M [Q2] → $652M (+$204M) [Q3]
23% more funds holding
Funds holding: 108 [Q2] → 133 (+25) [Q3]
15.82% less ownership
Funds ownership: 85.66% [Q2] → 69.84% (-15.82%) [Q3]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for CGBL.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
CGBL: A Flexible 60/40 Fund From Capital Group
The Capital Group Core Balanced ETF offers a flexible, actively managed 60/40 portfolio, outperforming the static iShares Core Growth Allocation ETF by 500 bps in the past year. CGBL's equity allocation focuses on quality stocks with lower P/E ratios, avoiding overvalued tech stocks, resulting in a more appealing valuation profile. The bond sleeve emphasizes U.S. Treasuries and AAA MBS securities, providing robust rates-driven performance with an intermediate duration of 6 years and a 4.9% yield.
Positive
Seeking Alpha
3 months ago
CGBL: An All-Weather ETF To Balance Your Portfolio
The Capital Group Core Balanced ETF offers a mix of equities and fixed income, with about 32% in fixed income and 50-70% in equities. CGBL's fixed income assets have moderate interest rate sensitivity, with a 6-year duration and a 5.3% yield to the worst average. The equity portion includes high-quality stocks in defensive sectors like healthcare and consumer staples, with notable holdings in Eli Lilly and UnitedHealth Group.
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