Key stats
About Capital Group Core Balanced ETF
Expense ratio
0.33%
Home page
Inception date
Sep 26, 2023
CGBL strives to strike a balance, allocating 50% to 75% of the portfolio in equities, and at least 25% to debt securities, while the rest goes to money market instruments and cash. Equity investments are selected for their potential for growth and/or income generation. Additionally, up to 15% of the equity allocation may come from outside the US. In the fixed-income allocation, the fund relies on fixed-income ETFs linked to corporate bonds, MBS and ABS, government-sponsored entity securities, and other instruments not backed by full faith. These debts are of any maturity. The specific allocation percentages and fixed-income ETF selections can fluctuate in response to prevailing market conditions and the assessment of the adviser. Note that the fund may have significant exposure to junk bonds. CGBL is managed by a team of managers who aim to select attractively priced securities believed to be promising investment opportunities. Positions are sold if they are no longer considered attractive.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
ETF
Stocks67.13%
Electronic Technology13.02%
Technology Services10.99%
Finance8.83%
Health Technology7.62%
Non-Energy Minerals4.61%
Consumer Non-Durables4.11%
Consumer Services3.86%
Energy Minerals2.98%
Producer Manufacturing2.71%
Retail Trade2.03%
Health Services2.02%
Consumer Durables1.56%
Industrial Services0.90%
Transportation0.88%
Commercial Services0.72%
Process Industries0.28%
Bonds, Cash & Other32.87%
ETF30.82%
Mutual fund2.06%
Cash−0.02%