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CGBL ETF Profile


Family: Capital Group
Name: Capital Group Core Balanced ETF
Inception Date: 26-Sep-2023
Termination Date:
Investment Objective: The fund's investment objective is to provide a balanced approach to total return (including income and capital gains) that is consistent with the preservation of capital over the long-term. With a portfolio of quality stocks and bonds, this balanced fund generally invests between 50% and 75% of its assets in equities, with flexible exposure to growth-oriented and dividend-paying stocks. The fixed income portion of the portfolio seeks to provide diversification from equities. This approach has the potential to provide consistent results, and to limit volatility. The fund will achieve its allocation to debt securities through investing in one or more fixed income exchange-traded funds (ETFs) managed and advised by the fund's investment adviser.
Prospectus
Top 10 Holdings
Top 10 Holdings Weight:
Number of Holdings:
Shares Outstanding: 60,184,000
Total Net Assets: 1,821,770,000
NAV: 30.24
Net Expense Ratio: 0.33%
Asset Class: Target Date / Multi-Asset
Developed or Emerging: Developed Market Funds
Country: US
Region:
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Tax Exempt State:
Maturity Duration:
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Credit Quality:
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Is Currency Hedged: No
US or Ex-US: Domestic