CGCV

Capital Group Conservative Equity ETF

CGCV

Market cap $899M

Overview Fund Activity

29.87 USD

+0.01

0.03%

At close Updated Sep 15, 3:41 PM EDT

1 day

0.03%

5 days

1.43%

1 month

1.95%

3 months

6.07%

6 months

9.7%

Year to date

12.72%

1 year

10.92%

5 years

20.1%

10 years

20.1%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

186% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 14

46% more capital invested

Capital invested by funds: $201M [Q1] → $293M (+$92.1M) [Q2]

28% more funds holding

Funds holding: 65 [Q1] → 83 (+18) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

1.77% less ownership

Funds ownership: 72.87% [Q1] → 71.1% (-1.77%) [Q2]

See Fund Rankings

Financial journalist opinion

CGCV: Suitable For Retirees That Want To Reduce Risk

CGCV offers retirees a conservative equity ETF with lower volatility, strong price stability, and tax-efficient dividend income, making it ideal for capital preservation. The fund's active management focuses on high-quality, dividend-paying companies, balancing growth and income while limiting exposure to riskier sectors. CGCV has outperformed major index ETFs like SPY and QQQ during recent market volatility, justifying its higher expense ratio through resilience and competitive returns.

CGCV: Suitable For Retirees That Want To Reduce Risk

CGCV: Lower Volatility And Better Resilience Than The S&P 500

CGCV is a newer ETF focusing on companies with superior resilience during market declines, offering less volatility and better capital preservation. The fund's strategy includes a significant exposure to dividend-paying technology, healthcare, and industrials, avoiding high volatility stocks with inflated P/E ratios. CGCV has outperformed SPY and QQQ since inception, proving effective during market declines, though it may underperform in long-term total returns.

CGCV: Lower Volatility And Better Resilience Than The S&P 500

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