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Capital Group Core Balanced ETF (CGBL)

Capital Group

Page updated:
Sep 8, 2026
Data as of:
Sep 3, 2026

Fund identity

Ticker
CGBL
Fund name
Capital Group Core Balanced ETF
Fund type
ETF
Listing venue
NYSE Arca
Currency
USD
Domicile
US
Inception
Sep 26, 2023

Structure and strategy

Sponsor
Capital Group
Management approach
Active
Strategy
Actively combines stocks and bonds to pursue capital growth, income and balanced risk
Portfolio scope
Balanced portfolio of equities and fixed income
Portfolio implementation
Active fundamental portfolio management
Asset class
Multi-Asset
Category
Moderate Allocation

The 60/40 benchmark is reference-only; the active portfolio is not required to hold exactly 60% stocks and 40% bonds at all times. Comparison index: 60% S&P 500 Index / 40% Bloomberg U.S. Aggregate Index. The fund does not track this index.

Costs and minimums

Net expense ratio
0.33%
Gross expense ratio
0.33%
Net expense ratio
0.33%
Ongoing fee as of
Sep 7, 2026

Size and distributions

Assets under management
$7.72B
Assets under management scope
Fund
SEC 30-day yield
2.43%

Sources

Learn the basics

ROIStreet publishes this reference data for education and research. Figures are as of the dates shown, are not real-time quotes, and are not investment advice. Verify details with the issuer or provider before acting.