CGBL vs. MORT ETF Comparison
Comparison of Capital Group Core Balanced ETF (CGBL) to Market Vectors Mortgage REIT Income ETF (MORT)
CGBL
Capital Group Core Balanced ETF
CGBL Description
In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund"s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund"s assets (if any) in money market instruments and cash. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$29.39
Average Daily Volume
178,054
9
MORT
Market Vectors Mortgage REIT Income ETF
MORT Description
The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors® Global Mortgage REITs Index (the "Mortgage REITs Index"). The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Mortgage REITs Index is comprised of stocks of publicly traded U.S. mortgage REITs that derive at least 50% of their revenues (or, where applicable, have at least 50% of their assets) from mortgage-related activity. The fund is non-diversified.Grade (RS Rating)
Last Trade
$11.38
Average Daily Volume
269,691
17
Performance
| Period | CGBL | MORT |
|---|---|---|
| 30 Days | 4.93% | 6.75% |
| 60 Days | 1.05% | 1.30% |
| 90 Days | 5.38% | 6.09% |
| 12 Months | 15.93% |
0 Overlapping Holdings
| Symbol | Grade | Weight in CGBL | Weight in MORT | Overlap |
|---|
CGBL: Top Represented Industries & Keywords
MORT: Top Represented Industries & Keywords
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