Capital Group Core Equity ETF

CGUS

Market cap $7.22B

Overview Fund Activity

39.30 USD

-0.19

0.48%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.48%

5 days

1.13%

1 month

2.21%

3 months

8.83%

6 months

17.21%

Year to date

12.61%

1 year

17.52%

5 years

59.3%

10 years

59.3%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

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

19,967% more call options, than puts

Call options by funds: $602K | Put options by funds: $3K

168% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 72

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

21% more capital invested

Capital invested by funds: $3.27B [Q1] → $3.95B (+$685M) [Q2]

5% more funds holding

Funds holding: 314 [Q1] → 329 (+15) [Q2]

0.17% less ownership

Funds ownership: 67.34% [Q1] → 67.18% (-0.17%) [Q2]

19% less funds holding in top 10

Funds holding in top 10: 16 [Q1] → 13 (-3) [Q2]

See Fund Rankings

Financial journalist opinion

CGUS: Outperformance Continues, Factor Mix Remains Robust, Buy Rating Maintained

CGUS is an actively managed U.S. equities-focused vehicle bringing together growth and income. CGUS has outperformed the S&P 500 index since my September 2024 article. Its returns since inception in 2022 are also confidently higher than IVV's. With the portfolio downsized since September 2024, CGUS has become growthier, which secures its edge over IVV. There are minor issues on the quality front though.

CGUS: Outperformance Continues, Factor Mix Remains Robust, Buy Rating Maintained

CGUS: Strong Returns So Far, An Actively Managed ETF Worth Watching

The Capital Group Core Equity ETF (CGUS) has outperformed the Russell 1000 index since its inception in early 2022, despite challenging market conditions. CGUS focuses on long-term capital appreciation and income, with a heavy allocation to mega caps, particularly in technology and communication services sectors. The fund's valuation is in line with the Russell 1000 index, with a P/E ratio of 21.8x, and it boasts higher growth and profitability figures.

CGUS: Strong Returns So Far, An Actively Managed ETF Worth Watching

CGUS: Consistent Outperformance, Nicely Calibrated Factor Mix Secure Buy Rating

With a portfolio of U.S. and international equities, CGUS is supposed to amalgamate growth and income. After assessing the ETF for the second time, I reiterate the Buy rating owing to its impressive performance track record and a mostly robust factor mix (value, growth, and quality). The risk is the broader market correction impacting CGUS as well, but its historical downside capture ratio suggests it should do better than IVV.

CGUS: Consistent Outperformance, Nicely Calibrated Factor Mix Secure Buy Rating

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.

Newer Active ETFs From Capital Group Offer More Conservative Approach

CGUS: A Promising Start

Capital Group Core Equity ETF has shown promise in outperforming the S&P 500 in a challenging market environment. The CGUS ETF offers global exposure and a well-diversified portfolio, providing access to international growth opportunities. The fund's active management approach, low expense ratio, and balanced sector allocation make it a strong contender among its peers.

CGUS Is An Outperformer With A Harmonious Factor Balance, Worth Considering

CGUS Is An Outperformer With A Harmonious Factor Balance, Worth Considering

Zacks Investment Research

5 High-Dividend ETFs Available Under $70 to Play Now

While the S&P 500 has recorded an incredible rally lately, topping the 5,000-mark, there are valid reasons to approach the current situation with caution.

See News Rankings

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