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C

Capital Group Core Balanced ETF

CGBL

NYSE ARCA
C

Capital Group Core Balanced ETF

CGBL

NYSE ARCA
$34.590.04% (-0.01)
$
₹
$34.590.04% (-0.01)
High
—
—
Low
—
—
Returns
—
—
1D
1W
1M
1Y
5Y
Max
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1D
1W
1M
1Y
5Y
Max

ETF

Moderate Allocation

Large Cap

With an average market-cap of $267.2B ETF is ranked 828

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

0.33%
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$5.43B
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

0
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

0%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

21.83
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

19.55

ETF Profile

In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund"s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund"s assets (if any) in money market instruments and cash. The fund is non-diversified.
In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund"s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund"s assets (if any) in money market instruments and cash. The fund is non-diversified.

Peers

Peers

SMI 3Fourteen REAL Asset Allocation ETF
RAA
S
Exp. Ratio
—
—
PE
21.29
21.29
1Y Return
15.26%
15.26%
Northern Lights Fund Trust IV - Monarch ProCap ETF
MPRO
N
Exp. Ratio
1.17%
1.17%
PE
19.48
19.48
1Y Return
9.29%
9.29%
ClearShares OCIO ETF
OCIO
C
Exp. Ratio
0.64%
0.64%
PE
19.71
19.71
1Y Return
3.67%
3.67%
ETF Series Solutions - McElhenny Sheffield Managed Risk ETF
MSMR
E
Exp. Ratio
0.97%
0.97%
PE
16.11
16.11
1Y Return
17.76%
17.76%
Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF
MVFD
N
Exp. Ratio
0%
0%
PE
13.05
13.05
1Y Return
13.36%
13.36%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFModerate Allocation
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Capital Group Core Balanced ETF $5.43B0.33%12.11%
SMI 3Fourteen REAL Asset Allocation ETF$547.37M-15.26%
Northern Lights Fund Trust IV - Monarch ProCap ETF$241.49M1.17%9.29%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

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Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • Capital Group Core Plus Income ETF
    Holdings20.69 %
    Capital Group Core Plus Income ETF
    CGCP

    Holdings

    20.69 %

    —
  • Capital Group Fixed Income ETF Trust
    Holdings13.96 %
    Capital Group Fixed Income ETF Trust
    CGCB

    Holdings

    13.96 %

    —
  • Broadcom Inc
    Sector: Technology
    Holdings4.16 %
    Broadcom Inc
    AVGO

    Holdings

    4.16 %

    Technology
  • Taiwan Semiconductor Manufacturing
    Sector: Technology
    Holdings3.57 %
    Taiwan Semiconductor Manufacturing
    TSM

    Holdings

    3.57 %

    Technology
  • Microsoft Corporation
    Sector: Technology
    Holdings2.79 %
    Microsoft Corporation
    MSFT

    Holdings

    2.79 %

    Technology
  • Philip Morris International Inc
    Sector: Consumer Defensive
    Holdings2.55 %
    Philip Morris International Inc
    PM

    Holdings

    2.55 %

    Consumer Defensive
  • Alphabet Inc Class C
    Sector: Communication Services
    Holdings2.46 %
    Alphabet Inc Class C
    GOOG

    Holdings

    2.46 %

    Communication Services
  • Allegheny Technologies Incorporated
    Sector: Industrials
    Holdings1.56 %
    Allegheny Technologies Incorporated
    ATI

    Holdings

    1.56 %

    Industrials
  • Royal Gold Inc
    Sector: Basic Materials
    Holdings1.53 %
    Royal Gold Inc
    RGLD

    Holdings

    1.53 %

    Basic Materials
  • Wheaton Precious Metals Corp
    Sector: Basic Materials
    Holdings1.46 %
    Wheaton Precious Metals Corp

    Holdings

    1.46 %

    Basic Materials
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