What does CGBL track?

CGBL is the Capital Group Core Balanced ETF, a Other ETF.

What is the expense ratio of CGBL?

Expense ratio data for CGBL is shown on the page when available from our data provider.

What are the largest holdings in CGBL?

Top holdings include CGCP, CGCB, AVGO, TSM, GOOG.

How can PortView analyze CGBL overlap with other ETFs?

PortView computes the holdings overlap between CGBL and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

Capital Group Core Balanced (CGBL) ETF Holdings & Analysis

ETFOther

$37.94+0.49%

1-year price historyRange $33.78 – $38.57

52-week range$37.94

$33.68$38.68

What CGBL does

The Capital Group Core Balanced ETF seeks to achieve a comprehensive total return, encompassing both income generation and capital growth, through a diversified investment strategy. A core principle of this fund is the safeguarding of principal for investors over the long term. Its portfolio typically includes a variety of assets such as common and preferred equities, fixed-income instruments like bonds, convertible securities, exchange-traded funds (ETFs), and cash. The fund also maintains the flexibility to allocate up to 15% of its total assets to equity securities issued by companies based outside the United States.

Fund profile

Top holdings

	Holding	Weight
	CAPITAL GROUP CORE PLUS INCOME CAP GROUP CORE PLUS INCOME	22.95%
	CAPITAL GROUP CORE BOND ETF CAP GROUP CORE BOND	15.44%
	BROADCOM INC COMMON STOCK	4.45%
	TAIWAN SEMICONDUCTOR SP ADR ADR	2.94%
	ALPHABET INC CL C COMMON STOCK USD.001	2.71%
	MICROSOFT CORP COMMON STOCK USD.00000625	2.41%
	APPLE INC COMMON STOCK USD.00001	2.16%
	PHILIP MORRIS INTERNATIONAL COMMON STOCK	2.12%
	MICRON TECHNOLOGY INC COMMON STOCK USD.1	1.85%
	WHEATON PRECIOUS METALS CORP COMMON STOCK	1.40%

Sector allocation

Basic Materials	7.14%
Cash & Others	0.01%
Communication Services	7.60%
Consumer Cyclical	8.73%
Consumer Defensive	4.34%
Energy	2.10%
Financial Services	13.23%
Healthcare	9.30%
Industrials	13.35%
Real Estate	0.01%
Technology	31.40%

Geographic allocation

United States	88.90%
Ireland	0.81%
Netherlands	0.49%
Canada	4.69%
Other	1.35%
Switzerland	0.47%
France	0.34%
Taiwan (Province of China)	2.94%

PortView Portfolio Insights

PortView analyzes how CGBL fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Analyze CGBL in PortView →

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Frequently asked questions

What does CGBL track?: CGBL is the Capital Group Core Balanced ETF, a Other ETF.
What is the expense ratio of CGBL?: Expense ratio data for CGBL is shown on the page when available from our data provider.
What are the largest holdings in CGBL?: Top holdings include CGCP, CGCB, AVGO, TSM, GOOG.
How can PortView analyze CGBL overlap with other ETFs?: PortView computes the holdings overlap between CGBL and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.