FRC
FRC Logo
Sign InGet Access

Connect With Us

Stay updated with our latest research and insights

Fundamental Research Corp Logo

Highly ranked equity research firm providing institutional grade tools and analysis to all investors worldwide. Trusted by global investors for over 20+ years.

20+ Years
Rate us on TrustpilotLeave a review

Policies

  • Privacy Policy
  • Terms of Service
  • Disclaimer

Company

  • About Us
  • Our Team
  • Contact Us
  • Leave a Review

Resources

  • Videos
  • Research Reports
  • FAQ
  • How to use FRC

Browse

  • Stock Directory
  • Stock Screener
  • Market Intel Weekly
  • Report Archive

Trackers

  • Congress Trading
  • Senate Trading
  • Congress Net Worth
  • Commodities

© 2026 Fundamental Research Corp. All Rights Reserved.

Professional investment research since 2003

Home
Research
Get Access
Sign In
Capital Group Core Balanced ETF ETF AnalysisComprehensive ETF analysis for Capital Group Core Balanced ETF (CGBL) including NAV, expense ratio, sector breakdown, and holdings data.ETF AnalysisCGBL
CGBL
Capital Group Core Balanced ETF
CGBL
  1. Home
  2. Screener
  3. Capital Group Core Balanced ETFCGBLETF
Capital Group Core Balanced ETF Logo

Capital Group Core Balanced ETF

ETF
🇺🇸CGBL•AMEX•Multi-Asset

Your view on CGBL

Capital Group Core Balanced ETF Logo

Capital Group Core Balanced ETF

ETFCapital Group
🇺🇸CGBL•AMEX•Multi-Asset
AUM (USD)$7.72B
Expense Ratio0.33%
Holdings74

Sentiment

AUM (USD)

$7.72B

Expense Ratio

0.33%

Holdings

74

Sentiment

CGBL
Capital Group Core Balanced ETF
CGBL

Overview for Capital Group Core Balanced ETF

Fund Type
ETF
Fund Issuer
Capital Group
Asset Class
Multi-Asset
Sector
Financial Services
Industry
Asset Management
Inception Date
September 25, 2023
Domicile
US
Website
capitalgroup.com/advisor/investments/exchange-traded-funds/details/cgbl
Fund Type
ETF
Fund Issuer
Capital Group
Asset Class
Multi-Asset
Sector
Financial Services
Industry
Asset Management
Inception Date
September 25, 2023
Domicile
US
Website
capitalgroup.com/advisor/investments/exchange-traded-funds/details/cgbl
Fund Type
ETF
Fund Issuer
Capital Group
Asset Class
Multi-Asset
Sector
Financial Services
Industry
Asset Management
Inception Date
September 25, 2023
Domicile
US
Website
capitalgroup.com/advisor/investments/exchange-traded-funds/details/cgbl

About this fund

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.Distinguishing Characteristics Common stocks and preferred stocks, bonds, convertibles, ET…

CGBL Stock Price

Key Facts

Multi-Asset

Expense Ratio

0.33%

AUM

$7.72B

Fund Details

NAV$38.10 USD
Holdings74
Average Volume1.79M
Inception DateSeptember 25, 2023
Asset ClassMulti-Asset
Fund IssuerCapital Group
DomicileUS
ISINUS14021D1072
CUSIP14021D107
NAV CurrencyUSD

Expense Ratio

0.33%

Assets Under Management

$7.72B

NAV

$38.10 USD

Holdings

74

Average Volume

1.79M

Inception Date

September 25, 2023

Asset Class

Multi-Asset

Fund Issuer

Capital Group

Domicile

US

ISIN

US14021D1072

CUSIP

14021D107

NAV Currency

USD

Expense Ratio

0.33%

Assets Under Management

$7.72B

NAV

$38.10 USD

Holdings

74

Average Volume

1.79M

Inception Date

September 25, 2023

Asset Class

Multi-Asset

Fund Issuer

Capital Group

Domicile

US

ISIN

US14021D1072

CUSIP

14021D107

NAV Currency

USD

Data last updated: Sep 9, 2026, 07:11 AM

Latest headlines and company announcements for this company. Press releases and market coverage, newest first.

News

Latest Market News

this company valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

News

Latest Market News

What is CGBL?

Capital Group Core Balanced ETF (CGBL) is a Multi-Asset fund from Capital Group, listed since 2023, with $7.7B in assets under management, a 0.33% expense ratio, a NAV of $38.10 USD.

What's in CGBL? Top 10 holdings

HoldingWeight
Capital Group Core Plus Income Cap Group Core Plus Income CGCP22.85%
Capital Group Core Bond ETF Cap Group Core Bond CGCB15.40%
Broadcom INC Common Stock AVGO4.43%
Taiwan Semiconductor Sp ADR ADR TSM3.27%
Alphabet INC Cl C Common Stock Usd.001 GOOG2.94%
Microsoft CORP Common Stock Usd.00000625 MSFT2.52%
Apple INC Common Stock Usd.00001 AAPL2.34%
Philip Morris International Common Stock PM2.23%
Micron Technology INC Common Stock Usd.1 MU1.63%
Capital Group Central Cash Fun Capital Group Cntrl Csh M1.53%

CGBL sector breakdown

  • Technology 30.72%
  • Industrials 13.44%
  • Financial Services 13.11%
  • Healthcare 9.46%
  • Basic Materials 8.78%
  • Consumer Cyclical 8.41%
  • Communication Services 7.28%
  • Consumer Defensive 4.17%

Comparable funds

  • AORiShares Core 6040 Balanced Allocation ETF
  • CQQQInvesco China Technology ETF
  • EPIWisdomTree India Earnings Fund
  • EWUiShares MSCI United Kingdom ETF
  • FNGDMicroSectors FANG+ Index -3X Inverse Leveraged ETN
  • IVLUiShares MSCI Intl Value Factor ETF
  • IWXiShares Russell Top 200 Value ETF
  • IYYiShares Dow Jones US ETF

More Capital Group ETFs

  • CGMUCapital Group Municipal Income ETF
  • CGNGCapital Group New Geography Equity ETF
  • CGSDCapital Group Short Duration Income ETF
  • CGSMCapital Group Short Duration Municipal Income ETF
  • CGUICapital Group Ultra Short Income ETF
  • CGUSCapital Group Core Equity ETF
  • CGVVCapital Group U.S. Large Value ETF
  • CGXUCapital Group International Focus Equity ETF
  • CGCBCapital Group Core Bond ETF
  • CGCPCapital Group Core Plus Income ETF
  • CGCVCapital Group Conservative Equity ETF
  • CGDGCapital Group Dividend Growers ETF