Capital Group Global Growth Equity ETF

CGGO

時価総額 $116億

Since the 2019 ETF Rule, asset managers have flooded the market with active ETFs, offering investors a rapidly growing space of actively managed choices. In fact, over the last twelve months, active ETFs have seen outsized flows relative to their AUM — despite holding less in assets compared to their passive counterparts.

Capital Group Global Growth Equity ETF targets global growth equities with a diversified portfolio of 103 stocks and a 0.47% expense ratio. CGGO combines higher growth rates with value characteristics, outperforming its benchmark on valuation ratios despite a growth focus. Despite these strengths, CGGO has underperformed the ACWI benchmark and key competitors in risk-adjusted returns.

Three years after successfully launching its first ETFs, Capital Group has positioned itself for further growth. The firm announced today the rollout of eight ETF models portfolios.

An actively managed fund hitting its three year track record used to be a major milestone. A Morningstar rating would follow.

Capital Group Global Growth Equity ETF offers global diversification, focusing on growth stocks from various sectors and regions, with 40% assets outside the U.S. The CGGO fund's holdings include top tech and healthcare companies like TSMC, Microsoft, NVIDIA, Alphabet, and Novo Nordisk, emphasizing innovation. CGGO's competitive 0.47% expense ratio and active management aim for outperformance, despite recent underperformance compared to iShares MSCI ACWI ETF.

Active ETF strategies have stormed the scene over the past year and are growing at a dizzying pace. First-quarter net inflows into actively managed ETFs surged past the previous record to $66 billion.