Moderate Allocation · NYSE ARCA · USD · Data as of 2026-06-13
AUM
$6.67B
Expense ratio
0.33%
Yield
1.86%
YTD return
+7.59%
Last price
$37.49
Active · Coverage 63% · low
Today
37.8
Outlook
46.6
Block A (composite-derived)
49.0
Block C (market behavior)
29.9
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
49.0
Coverage 63% · medium
Liquidity
—
Expenses
80.0
Performance
—
Volatility
—
Dividend
0.0
Concentration
25.0
Smart Money
64.4
Activist
60.3
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund from Capital Group in the Mixed asset class. Launched in 2023. Assets under management: 6,670,585,856.
Bullish Whales composite rating: 49 out of 100. Evidence coverage 63% across 5 of 8 axes. Strongest axes: expenses, smart-money flow, activist exposure.
Annualized one-year realized volatility 10%, classified low. Weakest axes: dividend, concentration.
Top-10 weight 1%, diversified, led by CGCP. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, smart_money_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yThe Capital Group Core Balanced Fund is a mutual fund designed to provide investors with a balanced mix of growth and income through a diversified portfolio. Its primary function is to invest in a combination of equity and fixed income securities, aiming to achieve long-term capital growth while also delivering a dependable income stream. This dual asset strategy allows the fund to capitalize on potential equity market gains while mitigating risk through steady bond yields. The fund predominantly targets sectors such as healthcare, technology, and financials for its equity investments, while its fixed income portion typically includes high-quality government and corporate bonds. By maintaining a disciplined approach to asset allocation, the fund seeks to adapt to various market conditions effectively, making it a crucial tool for diversification within investment portfolios. As part of The Capital Group's lineup, this fund plays a significant role in providing investors with a balanced investment vehicle that offers resilience against market volatility. Its structured approach and diversified exposure make it an essential component in the financial planning of institutions and individual investors looking for a balanced approach to growth and income.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $6,670,585,856. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for CGBL are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.