CGBL
Asset AllocationCapital Group Core Balanced ETF
Capital Group · Tracks (actively managed — no index) · Inception Sep 26, 2023
Composite score
Based on a 0.33% expense ratio.
Based on $6.99B in net assets.
Top-10 holdings represent 55.9% of net assets.
Asset Allocation base · ETF wrapper · 1.87% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use CGBL in our tools
Tool · Cost
Compare CGBL's fee against another fund
Compounds the 0.33% expense ratio against a peer over decades.
Tool · Overlap
Compare CGBL's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Asset Allocation funds.
Tool · TLH
Find a tax-loss harvesting partner for CGBL
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Capital Group Core Plus Income ETF | 21.56% |
| 2 | Capital Group Core Bond ETF | 14.52% |
| 3 | Broadcom Inc | 4.16% |
| 4 | Taiwan Semiconductor Manufacturing Co Ltd | 3.05% |
| 5 | Microsoft Corp | 2.78% |
| 6 | Alphabet Inc | 2.49% |
| 7 | Philip Morris International Inc | 2.42% |
| 8 | Capital Group Central Cash Fund | 2.05% |
| 9 | Apple Inc | 1.45% |
| 10 | Royal Gold Inc | 1.37% |
Compare CGBL with another fund
Or jump to another Asset Allocation fund below.
More in Asset Allocation
- AOR iShares Core 60/40 Balanced Allocation ETF 81/100
- AOA iShares Core 80/20 Aggressive Allocation ETF 80/100
- AOM iShares Core 40/60 Moderate Allocation ETF 77/100
- AOK iShares Core 30/70 Conservative Allocation ETF 72/100
Holdings-overlap data isn't available for this fund. Showing same-category funds ranked by composite score instead.
Open CGBL at a brokerage
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.