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I previously owned RLBGX in my employer's H.S.A. plan. CGBL is an interesting fund which is somewhat similar to RLBGX. I may use CGBL in my H.S.A. account (now at Fidelity) sometime in the future. But it's not really a global fund. The following data is from 10/31/2025.
U.S. Equities: 55.4% Non-U.S. Equities: 7.6% U.S. Bonds: 31.8% Non-U.S. Bonds: 3.4% Cash & Equivalents: 1.8%
Information Technology: 18.3%, largest sector exposure Financial: 10.9%, second-largest sector exposure
Comments
CGBL is an interesting fund which is somewhat similar to RLBGX.
I may use CGBL in my H.S.A. account (now at Fidelity) sometime in the future.
But it's not really a global fund.
The following data is from 10/31/2025.
U.S. Equities: 55.4%
Non-U.S. Equities: 7.6%
U.S. Bonds: 31.8%
Non-U.S. Bonds: 3.4%
Cash & Equivalents: 1.8%
Information Technology: 18.3%, largest sector exposure
Financial: 10.9%, second-largest sector exposure
https://www.capitalgroup.com/individual/investments/exchange-traded-funds/details/cgbl