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Capital Group Core Balanced ETF(CGBL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CGBL
09/22/2026: CGBL (4-star) is currently NOT-A-BUY. Pass it for now.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 29.63% | Avg. Invested days 81 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/22/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 23, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $7.75B |
| Issuer | Capital Group |
| Expense Ratio | 0.33% |
| Distribution Yield | 1.85% |
| Inception | Sep 26, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +7.59% |
| 1 Year | +10.06% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 9.99% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 23.67% |
| Large Cap | 23.10% |
| Mid Cap | 12.53% |
| Micro Cap | 0.36% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 30.88% |
| Industrials | 13.26% |
| Financial Services | 12.46% |
| Healthcare | 9.82% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 19.44x |
| Portfolio P/B | 4.28x |
| Portfolio P/S | 3.78x |
| Holdings Turnover | 3.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Capital Group Core Plus Income ETF | 23.18% |
| Capital Group Fixed Income ETF Trust | 15.59% |
| Broadcom | 4.28% |
| Taiwan Semiconductor Manufacturing | 2.95% |
| Alphabet Class C | 2.89% |
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