-
$21.6 Billion
14.92% of portfolio
-
Q1 2024
Reduced 19.04%
$3.56T
$16.9 Billion
11.72% of portfolio
98,709
Q1 2024
Reduced 0.99%
$0
$15.2 Billion
10.55% of portfolio
590,982
Q1 2024
Added 1.67%
$0
$9.42 Billion
6.52% of portfolio
266,980
Q1 2024
Added 2.22%
$6.41B
$5.32 Billion
3.68% of portfolio
40,816
Q1 2024
Reduced 1.38%
$11.3B
$3.53 Billion
2.44% of portfolio
62,464
Q1 2024
Reduced 0.06%
$77.9B
$3.43 Billion
2.38% of portfolio
13,600
Q4 2023
Reduced 0.58%
$0
$2.74 Billion
1.9% of portfolio
84,244
Q1 2024
Added 14.57%
$478B
$2.44 Billion
1.69% of portfolio
20,963
Q1 2024
Added 0.05%
$382B
$2.44 Billion
1.69% of portfolio
3,330
Q1 2024
Reduced 0.6%
$528B
$2.29 Billion
1.58% of portfolio
5,438
Q4 2023
Reduced 1.81%
$381B
$2.11 Billion
1.46% of portfolio
13,346
Q1 2024
Reduced 8.86%
$612B
$2.07 Billion
1.43% of portfolio
10,315
Q1 2024
Added 1.18%
$388B
$2 Billion
1.39% of portfolio
12,345
Q1 2024
Reduced 0.97%
$3.43T
$2 Billion
1.38% of portfolio
4,746
Q1 2024
Added 0.42%
$307B
$1.91 Billion
1.32% of portfolio
12,084
Q1 2024
Reduced 0.82%
$367B
$1.9 Billion
1.32% of portfolio
3
Q2 2023
New
$320B
$1.88 Billion
1.3% of portfolio
2,077
Q1 2024
Added 9.32%
$2.01T
$1.86 Billion
1.29% of portfolio
10,334
Q1 2024
Reduced 1.42%
$651M
$1.67 Billion
1.16% of portfolio
174,296
Q1 2024
Added 3.98%
$0
$1.63 Billion
1.13% of portfolio
51,069
Q4 2023
Added 0.0%
$778B
$1.61 Billion
1.12% of portfolio
9,165
Q1 2024
Reduced 0.35%
$1.11T
$1.38 Billion
0.96% of portfolio
9,160
Q2 2023
New
$139B
$1.35 Billion
0.93% of portfolio
5,491
Q1 2024
Reduced 2.45%
$0
$1.28 Billion
0.88% of portfolio
44,366
Q1 2024
Added 0.32%
$0
$1.15 Billion
0.79% of portfolio
22,229
Q1 2024
Reduced 0.49%
$319B
$1.05 Billion
0.73% of portfolio
7,962
Q1 2024
Added 0.01%
$133B
$1.04 Billion
0.72% of portfolio
58,902
Q1 2024
Reduced 6.07%
$158B
$1.02 Billion
0.71% of portfolio
5,355
Q4 2023
Reduced 2.72%
$173B
$1.02 Billion
0.7% of portfolio
24,209
Q1 2024
Added 2.38%
$64.8B
$976 Million
0.68% of portfolio
8,602
Q1 2024
Reduced 2.11%
$1.14T
$968 Million
0.67% of portfolio
6,360
Q3 2023
Reduced 3.64%
$32.4B
$938 Million
0.65% of portfolio
17,336
Q1 2024
Reduced 4.57%
$180B
$924 Million
0.64% of portfolio
7,552
Q1 2024
Reduced 0.19%
$224B
$915 Million
0.63% of portfolio
5,229
Q4 2023
Reduced 0.91%
$0
$912 Million
0.63% of portfolio
29,284
Q1 2024
Added 18.62%
$0
$869 Million
0.6% of portfolio
8,371
Q4 2023
Reduced 6.89%
$664M
$815 Million
0.56% of portfolio
24,930
Q2 2023
New
$178B
$682 Million
0.47% of portfolio
3,888
Q4 2023
Added 21.58%
$38.4B
$656 Million
0.45% of portfolio
2,595
Q4 2023
Reduced 1.96%
$141B
$648 Million
0.45% of portfolio
10,137
Q1 2024
Added 0.19%
$853B
$636 Million
0.44% of portfolio
817
Q1 2024
Added 7.5%
$143B
$618 Million
0.43% of portfolio
3,009
Q1 2024
Reduced 5.47%
Capital Group Core Balanced
-
$619 Million
0.43% of portfolio
-
Q1 2024
Added 38.45%
$304B
$612 Million
0.42% of portfolio
1,007
Q1 2024
Added 4.35%
$175B
$594 Million
0.41% of portfolio
1,622
Q4 2023
Added 0.06%
$0
$588 Million
0.41% of portfolio
7,921
Q1 2024
Reduced 6.51%
$313B
$598 Million
0.41% of portfolio
4,658
Q3 2023
Added 115.25%
$50.8B
$579 Million
0.4% of portfolio
25,183
Q1 2024
Reduced 13.63%
$290B
$576 Million
0.4% of portfolio
3,163
Q1 2024
Added 0.13%