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Overweight Tech or Financial Services?

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  • edited 6:02PM
    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

    https://www.capitalgroup.com/individual/investments/exchange-traded-funds/details/cgbl
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