Capital Group Core Etf Profile
| CGBL Etf | 31.76 0.14 0.44% |
Performance9 of 100
| Odds Of DistressLess than 9
|
Capital Group is selling for 31.76 as of the 26th of November 2024. This is a 0.44 percent increase since the beginning of the trading day. The etf's lowest day price was 31.68. Capital Group has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Capital Group Core are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of January 2023 and ending today, the 26th of November 2024. Click here to learn more.
Capital Group is entity of United States. It is traded as Etf on NYSE ARCA exchange. More on Capital Group Core
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Capital Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Asset Allocation ETFs, Strategy ETFs, Moderate Allocation (View all Sectors) |
| Issuer | Capital Group |
| Inception Date | 2023-09-26 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.2 Billion |
| Asset Type | Multi Asset |
| Category | Strategy |
| Focus | Asset Allocation |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | State Street Bank and Trust Company |
| Advisor | Capital Research and Management Company |
| Custodian | State Street Bank and Trust Company |
| Distributor | American Funds Distributors, Inc. |
| Portfolio Manager | Alan Berro, Emme Kozloff, Jin Lee, John Queen, Justin Toner |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Dec |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 73.0 |
| Market Maker | Jane Street |
| Total Expense | 0.33 |
| Management Fee | 0.33 |
| 200 Day M A | 29.833 |
| Country Name | USA |
| 50 Day M A | 31.322 |
| Code | CGBL |
| Updated At | 26th of November 2024 |
| Returns Y T D | 17.7 |
| Name | Capital Group Core Balanced ETF |
| Currency Name | US Dollar |
| Currency Code | USD |
| Open Figi | BBG01J9W1JF8 |
| Type | ETF |
| 1y Volatility | 9.01 |
Capital Group Core [CGBL] is traded in USA and was established null. The fund is listed under Moderate Allocation. The entity is thematically classified as Asset Allocation ETFs. Capital Group Core currently have in assets under management (AUM). , while the total return for the last year was 24.3%.
Check Capital Group Probability Of Bankruptcy
Geographic Allocation (%)
Capital Group Core Currency Exposure
Capital Group Core holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Capital Group will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Capital Group Core.
Top Capital Group Core Etf Constituents
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| AON | Aon PLC | Stock | Financials | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| GILD | Gilead Sciences | Stock | Health Care | |
| RGLD | Royal Gold | Stock | Materials | |
| MO | Altria Group | Stock | Consumer Staples | |
| AVGO | Broadcom | Stock | Information Technology | |
| ORCL | Oracle | Stock | Information Technology |
Capital Group Core Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Capital Group. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0795 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.11) |
Capital Group Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital Group Core. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
The market value of Capital Group Core is measured differently than its book value, which is the value of Capital that is recorded on the company's balance sheet. Investors also form their own opinion of Capital Group's value that differs from its market value or its book value, called intrinsic value, which is Capital Group's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Capital Group's market value can be influenced by many factors that don't directly affect Capital Group's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Capital Group's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital Group is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital Group's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.