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On June 9, Capital Group filed for two new actively managed multi-asset ETFs to support its rapidly growing lineup. Thus far in 2026, Capital Group's U.S. ETF suite has captured strong momentum, pulling in more than $25 billion in net inflows and pushing total AUM to $150 billion as of June 10.
Capital Group Core Balanced ETF (CGBL) is an actively managed multi-asset ETF blending equities, bonds, and cash, launched in September 2023. The fund currently has 66% in equities, 29% in fixed income and maintains moderate company-specific and credit risk. CGBL has outperformed a 60/40 equity/bond benchmark and key competitors in risk-adjusted return since inception.
State Street Investment Management recently released its Midyear Outlook, and it captured the market's moment incredibly well, depicting an environment marked by both resilience and fragility. When we dive into the latest macro economic data, we see exactly that: a market that's anchored on solid fundamentals but that's also growing fragile as confidence wanes.
The Capital Group Core Balanced ETF is an actively managed vehicle mixing bonds and equities, with the latter fluctuating between 50% and 75% of the net assets. Since 2023, CGBL has delivered competitive returns, beating AOM, AOK, and AOR, though lagging IVV and AOA. As of May 28, equities in its portfolio demonstrate solid quality and growth characteristics.
Confluence Wealth Services Inc. increased its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 75.4% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 492,538 shares of the company's stock after purchasing an
Clarity Wealth Advisors LLC boosted its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 39.0% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 206,693 shares of the company's stock after buying an additional 58,004 shares during the
Base Wealth Management LLC lifted its position in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 5.1% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 340,480 shares of the company's stock after acquiring an additional 16,438
Stratos Wealth Partners LTD. boosted its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 46.8% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 273,120 shares of the company's stock after buying an additional 87,052 shares during