CGBL stock icon

Capital Group Core Balanced ETF
CGBL

31.56 USD
+0.15
0.48%
At close Oct 17, 4:00 PM EDT
After hours
31.56
+0.00
0.00%
1 day
0.48%
5 days
1.02%
1 month
2.37%
3 months
4.19%
6 months
12.03%
Year to date
16.07%
1 year
24.99%
5 years
26.14%
0
Funds holding %
of 6,740 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

660% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 5

430% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 10

92% more capital invested

Capital invested by funds: $221M [Q1] → $426M (+$204M) [Q2]

45% more funds holding

Funds holding: 74 [Q1] → 107 (+33) [Q2]

7.98% more ownership

Funds ownership: 73.45% [Q1] → 81.43% (+7.98%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for CGBL.

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Financial journalist opinion

Positive
Seeking Alpha
1 month 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.
CGBL: An All-Weather ETF To Balance Your Portfolio
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