(CGBL) Capital Core Balanced - Overview

ETF Category: Moderate Allocation | Exchange: NYSE ARCA (USA) | Market Cap: 5.288m USD | Total Return: 16.7% in 12m

Etf Stocks, Bonds, Cash
Total Rating 39
Safety 48
Buy Signal 0.12
Moderate Allocation -3.8
TER: 0.33%
AUM: 5,288m
Avg Trading Vol: 34.5M USD
ATR: 1.27%
Peers RS (IBD): 0.1
Risk 5d forecast
Volatility14.1%
Rel. Tail Risk4.65%
Reward TTM
Sharpe Ratio0.71
Alpha-0.46
Character TTM
Beta0.679
Beta Downside0.616
Drawdowns 3y
Max DD11.66%
CAGR/Max DD1.35
Description: CGBL Capital Core Balanced

CGBL is a US-based Moderate Allocation ETF. It invests in a mix of equity securities, debt securities, and money market instruments.

The fund typically allocates 50-75% to equities, which represent ownership stakes in companies. At least 25% is allocated to debt securities, which are loans made to companies or governments. Any remaining assets are held in money market instruments or cash, which are highly liquid, short-term debt instruments.

CGBL is non-diversified, meaning it can concentrate a larger portion of its assets in a smaller number of securities.

For more detailed analysis and comparisons, consider exploring ValueRays comprehensive data.

Headlines to Watch Out For
  • Equity market performance dictates funds asset value
  • Interest rate changes impact bond portfolio returns
  • Investor sentiment drives fund inflows and outflows
  • Economic growth influences underlying asset valuations
What is the price of CGBL shares? As of April 05, 2026, the stock is trading at USD 34.41 with a total of 1,026,379 shares traded.
Over the past week, the price has changed by +2.69%, over one month by -3.42%, over three months by -2.93% and over the past year by +16.66%.
Is CGBL a buy, sell or hold? Capital Core Balanced has no consensus analysts rating.
What are the forecasts/targets for the CGBL price?
Wallstreet Target Price - -
Analysts Target Price - -
External Resources
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