The Capital Group Core Balanced ETF seeks to achieve a comprehensive total return, encompassing both income generation and capital growth, through a diversified investment strategy. A core principle of this fund is the safeguarding of principal for investors over the long term. Its portfolio typically includes a variety of assets such as common and preferred equities, fixed-income instruments like bonds, convertible securities, exchange-traded funds (ETFs), and cash. The fund also maintains the flexibility to allocate up to 15% of its total assets to equity securities issued by companies based outside the United States.

資産クラス

Multi-Asset

運用会社

Capital Group

設定国

US

設定日

2023年9月26日

保有銘柄数

74

ISIN

US14021D1072