CGBL

Capital Group Core Balanced ETF

1 year +8.0%

Assets$7.81BCapital Group

Fee0.32%a year

Yield1.9%

This year+5.7%

5 years–a year on average

Components75top 10: 57%

Returns

This year +5.7% 1 year +8.0% 3 years, yearly +15.9% 5 years, yearly – 10 years, yearly –

The fund's own total return. Volatility 10.6% over one year, 9.6% over three; Sharpe ratio over three years 1.21.

Sectors

Technology29.3%

Industrials13.0%

Financial Services12.8%

Healthcare10.0%

Basic Materials8.2%

Communication Services7.8%

Consumer Cyclicals7.7%

Consumer Defensive5.0%

Utilities3.0%

Energy2.5%

Regions

North America97.5%

Asia Developed4.8%

Europe Developed1.3%

Asset classes

Stock US50.9%

Bond34.9%

Stock non-US8.5%

Cash4.2%

NotClassified0.0%

About the fund

Issuer: Capital Group
Since: 2023-09-26
Listed on: NYSE ARCA
ISIN: US14021D1072
Turnover: 3% a year

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.

From the market data provider's fund data, read 2026-10-20. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.