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Capital Group Core Balanced ETF CGBL

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub

Morningstar’s Analysis CGBL

Will CGBL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGBL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CGBL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CGBL’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Capital Group Core Balanced ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CGBL

More CGBL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Core Plus Income ETF

31.00 119.6 Mil
—

Broadcom Inc

5.39 20.8 Mil
Technology

Microsoft Corp

4.22 16.3 Mil
Technology

Meta Platforms Inc Class A

2.66 10.3 Mil
Communication Services

Alphabet Inc Class C

2.42 9.3 Mil
Communication Services

Canadian Natural Resources Ltd

2.37 9.1 Mil
Energy

Eli Lilly and Co

2.27 8.7 Mil
Healthcare

UnitedHealth Group Inc

2.00 7.7 Mil
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.98 7.6 Mil
Technology

Vertex Pharmaceuticals Inc

1.71 6.6 Mil
Healthcare