CGBL Stock Price, Chart, Stats & News

Capital Group Core Balanced ETF
Save
Moderate Allocation
Category
1.85%
Dividend yield
$0.7020
0.33%
Expense ratio
6.74B
Assets
19.84%
1Y return
CGBL chart
1M
3M
1Y
5Y
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CGBL returns
| YTD | 8.10% |
| 1Y | 19.84% |
| 1Y volatility | 9.86% |
| 3Y volatility | 0.00% |
| Sharpe ratio | 0.00 |
About
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, ETFs and cash. The fund may invest up to 15% of its assets in equity securities of issuers domiciled outside the United States.
Top 10 CGBL holdings
| Holding | Ownership |
|---|---|
Technology 5.27% | |
Technology 3.50% | |
Communication Services 3.22% | |
Technology 2.39% | |
Consumer Defensive 2.31% | |
Technology 2.19% | |
Technology 2.19% | |
Technology 1.66% | |
Industrials 1.32% | |
Communication Services 1.29% |
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