Pensions & Investments Logo
ETF Exchange > CGBL ETF

CGBL - ETF Fact Sheet

Capital Group Core Balanced ETF - USD

Fund Identification

Ticker

CGBL

ISIN

US14021D1072

Main Metrics

Price

$35.26

Expense Ratio

0.33%

AuM

$5,430.17M

Tracking Difference

%

Ratings

Trackinsight rating

N/A

ESG Consensus®

This fund’s exact Final Sustainability Grade is available in Trackinsight Enterprise.
Learn more about Trackinsight Enterprise

Official Investment Strategy

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.

CGBL's historical prices, performance, and flows

-4.0-3.0-2.0-1.00.01.0%
1m returns
-2.64%
1m flows
$400M
* Net total returns
All data as of 17 March 2026

The ETF Exchange is brought to you by

State Street
With data and analysis by
Trackinsight
See all CGBL data with a
free P&I Online account
Enjoy unlimited ETF searches and access to tear-sheets of over 4,000 North-American funds.

CGBL's characteristics

Manager statistics

29 funds, $121.71Bn in AUM

Asset class

Equity, Fixed Income

Dividend policy

Distributing

Meets ESG criteria

No

CGBL's exposure

The CGBL ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.

1.0%