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CGBL ETF · Capital Group Core Balanced ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -4.76%  | -2.29% | +13.20% | N/A | N/A | +0.54% | +0.54% | -1.68% | |
| Flows |
Key fund info
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -2.29% | +13.20% | N/A | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
Issuer
| AuM | ||
|---|---|---|
CGDV | Capital Group Dividend Value ETF | €25.99B |
CGGR | Capital Group Growth ETF | €17.12B |
CGUS | Capital Group Core Equity ETF | €7.82B |
CGGO | Capital Group Global Growth Equity ETF | €7.81B |
CGCP | Capital Group Core Plus Income ETF | €6.41B |
Frequently asked questions about CGBL
What does Capital Group Core Balanced ETF, CGBL, invest in?
CGBL is a Active ETF. This ETF provides exposure to Equities and Bonds.
What is the Total Expense ratio (TER) of CGBL?
CGBL carries a total expense ratio (TER) of 0.33%, indicating the annual cost for holding the fund.
When was CGBL launched?
CGBL was introduced to the market on September 26, 2023. It trades on United States
Who is the ETF issuer of CGBL?
Capital Group Core Balanced ETF, CGBL, is provided by Capital Group. Learn more about Capital Group here.
What is the current assets under management (AUM) of CGBL?
CGBL oversees €4.73B in assets as of April 2, 2026.
How has CGBL performed lately?
Based on data from April 2, 2026, CGBL returned -4.76% over the past month, -2.29% over the last three months and -1.68% year-to-date.
What are the latest inflows or outflows for CGBL?
As of April 2, 2026, CGBL recorded net flows of +€208M over the last month and +€1.02B year-to-date.
Does CGBL distribute dividends?
CGBL follows a distributing dividend policy, meaning it pays out income to investors. As of April 2, 2026, its 12-month trailing yield was 2.03%.
What is the base currency of CGBL?
The base currency of CGBL is USD.
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About Trackinsight
Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.
Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.
In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.
This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.
Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.
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