CGCV
Capital Group Conservative Equity ETFCGCV
CGCV
0
Funds holding %
of 7,430 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
186% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 14
37% more capital invested
Capital invested by funds: $201M [Q1] → $275M (+$74.6M) [Q2]
25% more funds holding
Funds holding: 65 [Q1] → 81 (+16) [Q2]
6.02% less ownership
Funds ownership: 72.87% [Q1] → 66.85% (-6.02%) [Q2]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for CGCV.
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
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.
Positive
Seeking Alpha
3 months ago
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.
Positive
24/7 Wall Street
4 months ago
2 New ETFs That Are Gaining Serious Investor Attention
The ETF scene has boomed in recent years, with intriguing new “flavors” of ETFs drawing in the investment dollars of passive investors looking for a more personalized touch.
Positive
ETF Trends
1 year ago
Newer Active ETFs From Capital Group Offer More Conservative Approach
Capital Group first launched ETFs less than two and a half years ago, but is not slowing down. The firm's asset base is just under $35 billion, aided by nearly $10 billion thus far in 2024.
Positive
ETF Trends
1 year ago
Capital Group Grows Collection of Actively Managed ETFs
On Thursday, Capital Group unveiled seven new ETFs to bolster its growing lineup of funds. Each of the seven funds is actively managed.
Neutral
PRNewsWire
1 year ago
Capital Group Launches 7 New ETFs on the New York Stock Exchange
New services include four equity and three fixed income ETFs, bringing Capital Group's ETF platform to 21 LOS ANGELES, June 27, 2024 /PRNewswire/ -- Capital Group has introduced seven new active, transparent exchange-traded funds (ETFs) to complement its existing suite of core building block solutions for investor portfolios. The new strategies, including four equity and three fixed income ETFs, start trading on the New York Stock Exchange (NYSE) today.
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