CGBL
Capital Group Core Balanced ETF
1W: -1.2%
1M: +1.1%
3M: +1.5%
YTD: +4.4%
1Y: +16.9%
$37.12
+0.00 (+0.00%)
Weekly Expected Move ±1.7%
$36
$36
$37
$38
$38
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$3.0B
Holdings74
Top 10 Wt55.9%
Volume9,020,691
Avg Volume1,186,450
Beta0.70
Portfolio Fundamentals
P/E8.6
P/B3.1
Div Yield1.16%
ROE39.9%
% Profitable85%
Inception2023-09-28
Sector Allocation
Financial Services
40.9%
Technology
20.0%
Industrials
9.2%
Consumer Cyclical
5.9%
Healthcare
5.8%
Communication Services
5.3%
+5 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | CAPITAL GROUP CORE PLUS INCOME CAP GROUP CORE PLUS INCOME | CGCP | 20.01% | $1.3B | 57,814,048 |
| 2 | CAPITAL GROUP CORE BOND ETF CAP GROUP CORE BOND | CGCB | 13.44% | $862.3M | 33,128,412 |
| 3 | BROADCOM INC COMMON STOCK | AVGO | 5.37% | $344.3M | 824,085 |
| 4 | TAIWAN SEMICONDUCTOR SP ADR ADR | TSM | 3.42% | $219.4M | 546,174 |
| 5 | ALPHABET INC CL C COMMON STOCK USD.001 | GOOG | 3.32% | $213.2M | 553,899 |
| 6 | PHILIP MORRIS INTERNATIONAL COMMON STOCK | PM | 2.59% | $166.0M | 879,918 |
| 7 | MICROSOFT CORP COMMON STOCK USD.00000625 | MSFT | 2.43% | $156.1M | 371,586 |
| 8 | NVIDIA CORP COMMON STOCK USD.001 | NVDA | 1.79% | $114.8M | 513,808 |
| 9 | MICRON TECHNOLOGY INC COMMON STOCK USD.1 | MU | 1.79% | $115.1M | 157,275 |
| 10 | APPLE INC COMMON STOCK USD.00001 | AAPL | 1.74% | $111.6M | 369,090 |