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 $7.66B in net assets.
Top-10 holdings represent 59.3% 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. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use CGBL in our tools
Tool · Look-through
See what CGBL actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
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 | 23.28% |
| 2 | Capital Group Core Bond ETF | 15.64% |
| 3 | Broadcom Inc | 4.58% |
| 4 | Taiwan Semiconductor Manufacturing Co Ltd | 3.49% |
| 5 | Alphabet Inc | 2.79% |
| 6 | Micron Technology Inc | 2.23% |
| 7 | Philip Morris International Inc | 2.07% |
| 8 | Apple Inc | 2.01% |
| 9 | Microsoft Corp | 1.96% |
| 10 | GE Vernova Inc | 1.26% |
Compare CGBL with another fund
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More in Asset Allocation
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- AOAiShares Core 80/20 Aggressive Allocation ETF81/100
- AOMiShares Core 40/60 Moderate Allocation ETF77/100
- AOKiShares Core 30/70 Conservative Allocation ETF72/100
Holdings-overlap data isn't available for this fund. Showing same-category funds ranked by composite score instead.
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