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 $CGBL Shares Acquired by Confluence Wealth Services Inc.
Confluence Wealth Services Inc. increased its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 75.4% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 492,538 shares of the company's stock after purchasing an
West Coast Powerhouse: Inside Capital Group's Rapid Growth at Exchange 2026
In a span of just four years, The Capital Group Companies went from ETF rookie to perennial All-Star. The Los Angeles-based firm has already amassed over $120 billion in assets dispersed across its suite of 25 active ETFs.
CGBL: A Solid ETF For Modest Risk-Tolerance Investors To Earn Healthy Returns
Capital Group Core Balanced ETF (CGBL) earns a Buy rating for its balanced, multi-asset approach and strong risk-adjusted returns. CGBL targets 50–75% allocation to high-momentum, dividend-paying equities, with the remainder in defensive fixed income, limiting downside risk. I project CGBL to reach $43 per share by end of 2026, supported by robust market conditions and active portfolio management.
Models Will Further Boost Capital Group's ETF Presence
Three years after successfully launching its first ETFs, Capital Group has positioned itself for further growth. The firm announced today the rollout of eight ETF models portfolios.
Happy 3rd Anniversary, Capital Group ETFs
An actively managed fund hitting its three year track record used to be a major milestone. A Morningstar rating would follow.
CGBL: Simple Active Balanced ETF With An Uncompelling Investment Thesis
CGBL is a balanced equity/bond ETF, currently focusing on equities. CGBL's characteristics and returns are broadly consistent with those of its underlying assets. It yields 1.9%, without significant outperformance. Simpler portfolios seem marginally better than CGBL too.
CGBL: A Flexible 60/40 Fund From Capital Group
The Capital Group Core Balanced ETF offers a flexible, actively managed 60/40 portfolio, outperforming the static iShares Core Growth Allocation ETF by 500 bps in the past year. CGBL's equity allocation focuses on quality stocks with lower P/E ratios, avoiding overvalued tech stocks, resulting in a more appealing valuation profile. The bond sleeve emphasizes U.S. Treasuries and AAA MBS securities, providing robust rates-driven performance with an intermediate duration of 6 years and a 4.9% yield.
CGBL: An All-Weather ETF To Balance Your Portfolio
The Capital Group Core Balanced ETF offers a mix of equities and fixed income, with about 32% in fixed income and 50-70% in equities. CGBL's fixed income assets have moderate interest rate sensitivity, with a 6-year duration and a 5.3% yield to the worst average. The equity portion includes high-quality stocks in defensive sectors like healthcare and consumer staples, with notable holdings in Eli Lilly and UnitedHealth Group.
