Good morning :)
$
C

Capital Group Core Balanced ETF

CGBL

NYSE ARCA
$37.400.12% (-0.04)
High
Low
Returns
1D
1W
1M
1Y
5Y
Max
Loading...
1D
1W
1M
1Y
5Y
Max

US ETF

Balanced Allocation

Multi- Asset ETF

Invests in balanced allocation segment

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

$7.60B
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

19.38
PE Category
PE Category

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

18.41

ETF Profile

Peers

Peers

Exp. Ratio
0.8999%
0.8999%
PE
18.51
18.51
1Y Return
11.78%
11.78%
Exp. Ratio
1.17%
1.17%
PE
19.29
19.29
1Y Return
5.28%
5.28%
Exp. Ratio
PE
20.23
20.23
1Y Return
10.64%
10.64%
Exp. Ratio
PE
16.79
16.79
1Y Return
11.05%
11.05%
Exp. Ratio
0.97%
0.97%
PE
18.88
18.88
1Y Return
2.58%
2.58%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFModerate Allocation
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Capital Group Core Balanced ETF $7.60B0.33%7.88%
SMI 3Fourteen REAL Asset Allocation ETF$610.11M0.8999%11.78%
Northern Lights Fund Trust IV - Monarch ProCap ETF$249.29M1.17%5.28%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

Loading...

Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • Capital Group Core Plus Income ETF
    Holdings23.19 %
    Capital Group Core Plus Income ETF
    CGCP

    Holdings

    23.19 %

  • Capital Group Fixed Income ETF Trust
    Holdings15.62 %
    Capital Group Fixed Income ETF Trust
    CGCB

    Holdings

    15.62 %

  • Broadcom Inc
    Sector: Technology
    Holdings4.20 %
    Broadcom Inc
    AVGO

    Holdings

    4.20 %

    Technology
  • Alphabet Inc Class C
    Sector: Communication Services
    Holdings2.89 %
    Alphabet Inc Class C
    GOOG

    Holdings

    2.89 %

    Communication Services
  • Taiwan Semiconductor Manufacturing
    Sector: Technology
    Holdings2.85 %
    Taiwan Semiconductor Manufacturing
    TSM

    Holdings

    2.85 %

    Technology
  • Microsoft Corporation
    Sector: Technology
    Holdings2.41 %
    Microsoft Corporation
    MSFT

    Holdings

    2.41 %

    Technology
  • Apple Inc.
    Sector: Technology
    Holdings2.30 %
    Apple Inc.
    AAPL

    Holdings

    2.30 %

    Technology
  • Philip Morris International Inc
    Sector: Consumer Defensive
    Holdings2.29 %
    Philip Morris International Inc
    PM

    Holdings

    2.29 %

    Consumer Defensive
  • Wheaton Precious Metals Corp
    Sector: Basic Materials
    Holdings1.42 %
    Wheaton Precious Metals Corp

    Holdings

    1.42 %

    Basic Materials
  • Micron Technology Inc
    Sector: Technology
    Holdings1.39 %
    Micron Technology Inc
    MU

    Holdings

    1.39 %

    Technology

Frequently asked questions

Frequently asked questions

  1. Capital Group Core Balanced ETF (CGBL) is currently trading at $37.40. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy Capital Group Core Balanced ETF (CGBL) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in Capital Group Core Balanced ETF (CGBL) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of Capital Group Core Balanced ETF (CGBL) is 0.33%. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. Capital Group Core Balanced ETF (CGBL)’s top holdings currently include Capital Group Core Plus Income ETF, Capital Group Fixed Income ETF Trust, and Broadcom Inc. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of Capital Group Core Balanced ETF (CGBL) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from Capital Group Core Balanced ETF (CGBL) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like Capital Group Core Balanced ETF (CGBL), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. Capital Group Core Balanced ETF (CGBL)’s current assets under management (AUM) are $7.6B. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. Capital Group Core Balanced ETF (CGBL)’s price-to-earnings (P/E) ratio is 19.38. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare Capital Group Core Balanced ETF (CGBL) with SMI 3Fourteen REAL Asset Allocation ETF (RAA), Northern Lights Fund Trust IV - Monarch ProCap ETF (MPRO), and Twin Oak Active Opportunities ETF (TSPX) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. Capital Group Core Balanced ETF (CGBL)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

Loading...