Capital Group Core Balanced ETF is less than two years old, but it boasts deep, proven resources and a prudent approach that balances appreciation, income, and downside risk.
Capital Group Core Balanced ETF CGBL
Morningstar’s Analysis CGBL
Will CGBL outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Capital Group Core Plus Income ETF | 20.27 | 1B | — |
Capital Group Core Bond ETF | 13.62 | 836M | — |
Broadcom Inc | 5.42 | 333M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 3.42 | 210M | Technology |
Alphabet Inc Class C | 3.33 | 204M | Communication Services |
Microsoft Corp | 2.39 | 147M | Technology |
Philip Morris International Inc | 2.28 | 140M | Consumer Defensive |
Capital Group Central Cash Fun Capital Group Cntrl Csh M | 2.01 | 123M | Cash and Equivalents |
Apple Inc | 1.53 | 94M | Technology |
NVIDIA Corp | 1.44 | 88M | Technology |
United States