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Upturn AI SWOT - About
Capital Group Core Balanced ETF (CGBL)
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Upturn Advisory Summary
03/27/2025: CGBL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 12.25% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 663140 | Beta - | 52 Weeks Range 27.50 - 32.65 | Updated Date 03/27/2025 |
52 Weeks Range 27.50 - 32.65 | Updated Date 03/27/2025 |
Upturn AI SWOT
Capital Group Core Balanced ETF
ETF Overview
Overview
The Capital Group Core Balanced ETF is a balanced fund that aims to provide a combination of capital appreciation and income by investing in a diversified portfolio of stocks and bonds.
Reputation and Reliability
Capital Group is a well-established and reputable investment management firm with a long history of providing investment solutions.
Management Expertise
Capital Group has a team of experienced investment professionals managing its ETFs, leveraging its global research capabilities.
Investment Objective
Goal
The primary investment goal is to achieve a balance between capital appreciation and current income.
Investment Approach and Strategy
Strategy: The ETF utilizes a multi-manager approach, allocating assets among various investment strategies and asset classes.
Composition The ETF holds a mix of stocks and bonds, providing diversification across asset classes and sectors. Sector allocation changes over time.
Market Position
Market Share: The Capital Group Core Balanced ETF has a growing market share in the balanced ETF category.
Total Net Assets (AUM): 124500000
Competitors
Key Competitors
- AOA
- AOM
- AOR
- SCHG
Competitive Landscape
The balanced ETF industry is competitive, with many established players. CGBL is a new ETF that is finding its market share. AOA, AOM, and AOR are more established ETFs with greater AUM and liquidity. CGBL may differentiate itself through Capital Group's expertise and multi-manager approach.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from fund websites or financial databases, and it varies over time.
Benchmark Comparison: Benchmark comparison data needs to be obtained from fund websites or financial databases, and it varies over time.
Expense Ratio: 0.33
Liquidity
Average Trading Volume
The ETF's average trading volume needs to be obtained from financial data providers but currently is low.
Bid-Ask Spread
The bid-ask spread needs to be obtained from financial data providers but currently is acceptable.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and inflation can affect the performance of both stocks and bonds held within the ETF.
Growth Trajectory
CGBL's growth trajectory will depend on its ability to attract investors seeking a balanced investment approach; recent history shows positive momentum as AUM grows
Moat and Competitive Advantages
Competitive Edge
The Capital Group Core Balanced ETF benefits from the reputation and expertise of Capital Group, offering a distinct advantage. Its multi-manager approach aims to deliver superior risk-adjusted returns through diversification and active management. This ETF leverages Capital Group's global research capabilities to identify investment opportunities. It also provides investors with access to a diversified portfolio of stocks and bonds in a single investment vehicle.
Risk Analysis
Volatility
Historical volatility data needs to be obtained from financial data providers and will change over time.
Market Risk
The ETF is subject to market risk, including fluctuations in stock and bond prices, which could impact its overall value.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking a balanced investment approach with exposure to both stocks and bonds.
Market Risk
The ETF is best suited for long-term investors and those looking for a balance between growth and income.
Summary
The Capital Group Core Balanced ETF is a balanced fund that seeks to provide a combination of capital appreciation and income. It benefits from Capital Group's expertise and multi-manager approach, offering investors a diversified portfolio of stocks and bonds. The ETF is subject to market risk, and its performance will depend on market conditions and the manager's ability to deliver results. It is suitable for long-term investors seeking a balanced approach to investing.
Similar Companies
- AOA
- AOM
- AOR
- SCHG
Sources and Disclaimers
Data Sources:
- Capital Group Website
- Financial Data Providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made in consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Capital Group Core Balanced ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund"s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund"s assets (if any) in money market instruments and cash. The fund is non-diversified.
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