Summary
CGBL Chart
Capital Group Files for 2 New Multi-Asset Income ETFs
On June 9, Capital Group filed for two new actively managed multi-asset ETFs to support its rapidly growing lineup. Thus far in 2026, Capital Group's U.S. ETF suite has captured strong momentum, pulling in more than $25 billion in net inflows and pushing total AUM to $150 billion as of June 10.
CGBL: Mitigating Risk In A Stretched Market
Capital Group Core Balanced ETF (CGBL) is an actively managed multi-asset ETF blending equities, bonds, and cash, launched in September 2023. The fund currently has 66% in equities, 29% in fixed income and maintains moderate company-specific and credit risk. CGBL has outperformed a 60/40 equity/bond benchmark and key competitors in risk-adjusted return since inception.
CGBL: Sensible Multi-Asset Strategy Worth Following
The Capital Group Core Balanced ETF is an actively managed vehicle mixing bonds and equities, with the latter fluctuating between 50% and 75% of the net assets. Since 2023, CGBL has delivered competitive returns, beating AOM, AOK, and AOR, though lagging IVV and AOA. As of May 28, equities in its portfolio demonstrate solid quality and growth characteristics.
Capital Group Core Balanced ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 9,770 | $301,274.87 | $366,228.45 | $64,953.58 | 21.56% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 14,154 | $499,849.89 | $531,765.78 | $31,915.89 | 6.39% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 38,174 | $1.25M | $1.43M | $183,456.02 | 14.71% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 970,642 | $32.12M | $36.32M | $4.2M | 13.08% |
 Jeff Ameen Spire Wealth Management | 10,926 | $362,670.24 | $408,960.18 | $46,289.94 | 12.76% |
Capital Group Core Balanced ETF (CGBL) FAQ
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Capital Group Core Balanced ETF Profile
| ARCA Exchange | US Country |
Overview
The fund outlined is a financial investment vehicle that aims to achieve its investment objective through a flexible allocation of its assets among a diverse mix of financial instruments. This strategy involves varying the investment mix in direct or indirect exposure to equity securities, debt securities, and money market instruments, alongside maintaining some portion of its assets in cash. The fund operates under specific market conditions, setting out a predetermined investment mix that includes a significant commitment to equity securities (50%-75% of its assets), a minimum of 25% in debt securities, and the remaining balance, if any, in money market instruments and cash. Notably, it is classified as non-diversified, meaning it may concentrate its investments in fewer issuers than a diversified fund.
Products and Services
- Equity Securities
- Debt Securities
- Money Market Instruments and Cash
Consisting of 50%-75% of the fund's investments, equity securities are investments in shares of companies, representing ownership interest. This type of investment can offer significant growth potential through capital gains and dividends, reflecting the fund’s focus on achieving substantial returns through stock market participation.
At least 25% of the fund's assets are invested in debt securities. These are investments in bonds or other types of debt instruments that governments or corporations issue. Debt securities can provide investors with regular income through interest payments, contributing to the fund's goal of generating returns while managing risk levels.
The remainder of the fund’s assets, beyond the allocations to equity and debt securities, may be invested in money market instruments and held in cash. Money market instruments are short-term debt securities that offer safety and liquidity, making them a suitable choice for the portion of the fund that seeks to maintain flexibility and reduce overall investment risk.
