Which Funds Can CGBL Replace?

Capital Group Core Balanced ETF Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds CGBL Can Replace

161 funds

FSI > 80 out of 1,390 similar funds

Competing Fund AUM

$288.44B

Assets in funds CGBL can compete with and replace

Outperformance Rank

#930

Rank among 1,390 similar funds

Who Holds Credible Replacements?

135 firms

77,650 connected advisors

Opportunity analysis

CGBL can replace 161 funds with FSI above 80 out of 1,390 similar funds, representing $288.44B in competing fund AUM. Its outperformance rank is #930 among those similar funds. 135 13F firms and 77,650 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 12.0%.

Fund details

Vehicle
ETF
Issuer
The Capital Group Cos., Inc.
Focus
Target outcome
Net expense ratio
0.33%
Assets under management
$7.70B

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