CGBL

Capital Group Core Balanced ETF

$34.59

+0.00%

Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The Capital Group Core Balanced ETF seeks to provide a balance of capital growth and income by investing in a diversified portfolio of stocks, bonds, and other asset classes.

Overview

ETF tracking Capital Group Core Balanced ETF

Category Multi-Asset

Issuer Other

Inception Date 2023-09-28

Market Cap $3.4B

Average Volume N/A

Dividend Yield 1.96%

52-Week Range $28.65 - $35.29

VWAP $34.59

Performance

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Investment Summary

📎 Investment Objective

The Capital Group Core Balanced ETF seeks to provide a balance of capital growth and income by investing in a diversified portfolio of stocks, bonds, and other asset classes.

🎯 Investment Strategy

The ETF aims to achieve its objective by allocating assets across a range of asset classes, including U.S. and international equities, fixed income securities, and cash equivalents. The portfolio is actively managed, with the goal of optimizing risk-adjusted returns over the long term.

✨ Key Features

Diversified multi-asset portfolio designed for balanced growth and income
Active management approach to asset allocation and security selection
Low expense ratio of 0.00%
Relatively new ETF with limited performance history

⚠️ Primary Risks

Market risk: The value of the ETF's holdings may decline due to general market conditions
Interest rate risk: Bond prices may fall as interest rates rise
Currency risk: Investments in international securities are subject to fluctuations in foreign exchange rates
Liquidity risk: The ETF may have difficulty selling certain holdings, especially in volatile or uncertain market conditions

👤 Best For

The Capital Group Core Balanced ETF may be suitable for investors seeking a diversified, balanced portfolio with exposure to both growth and income-generating assets. It may be particularly appropriate for investors with a moderate risk tolerance and a long-term investment horizon.