The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Capital Group Core Balanced ETF CGBL
Morningstar’s Analysis CGBL
Will CGBL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Capital Group Core Plus Income ETF | 30.59 | 142.4 Mil | — |
Broadcom Inc | 5.06 | 23.6 Mil | Technology |
Microsoft Corp | 4.36 | 20.3 Mil | Technology |
Meta Platforms Inc Class A | 2.80 | 13.0 Mil | Communication Services |
Alphabet Inc Class C | 2.50 | 11.7 Mil | Communication Services |
Canadian Natural Resources Ltd | 2.26 | 10.5 Mil | Energy |
Eli Lilly and Co | 2.25 | 10.5 Mil | Healthcare |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.11 | 9.8 Mil | Technology |
Vertex Pharmaceuticals Inc | 2.10 | 9.8 Mil | Healthcare |
UnitedHealth Group Inc | 2.10 | 9.8 Mil | Healthcare |