Capital Group Core Balanced ETF (CGBL) — ETF Analysis on Winston

Key Facts

• Issuer: Capital Group
• Category: Multi-Asset
• Asset Class: Multi-Asset
• Price: $37.23
• Expense Ratio: 33.00%
• Assets Under Management: $6.9B
• Number of Holdings: 74
• Inception Date: 2023-09-26
• Currency: USD

Winston Score

Capital Group Core Balanced ETF has a Winston Score of 68 out of 100.

Performance

• 1-Year Return: 19.08%
• 3-Year Return: 46.92%
• 5-Year Return: 46.92%

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)