CGCVCapital Group Conservative Equity ETF
Grow my money#546 of 2944 for Grow my money
The fund strives for the balanced accomplishment of three objectives: current income, growth of capital and conservation of principal.
Capital Group · Since 2024 (1 year)
Annual Cost
0.33%
#1380 out of 5,332 ETFs
Fund Size
$1.5B
#793 out of 5,332 ETFs
Dividend Yield
1.57%
Track Record
1 year
#3737 out of 5,332 ETFs
Performance
1 Year
+20.6%
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Strategy
index tracking
Focus
ESG
Asset allocation
Stocks
96.8%
Cash
3.2%
Sector breakdown
Technology
21.9%
Healthcare
14.5%
Financial Services
12.2%
Consumer Defensive
10.5%
Industrials
10.0%
Utilities
9.0%
Consumer Cyclical
7.2%
Energy
6.5%
Other
8.2%
Top holdings
Microsoft CorpMSFT5.1%
Broadcom IncAVGO3.6%
Philip Morris International IncPM3.3%
Eli Lilly and CoLLY2.9%
Apple IncAAPL2.6%
Exxon Mobil CorpXOM2.3%
JPMorgan Chase & CoJPM2.3%
RTX CorpRTX2.3%
AbbVie IncABBV2.3%
Starbucks CorpSBUX2.3%
Risk profile
Volatility (1Y)
10.1%
Moderate
Max drawdown
-13.1%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
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Data updated on 2026-05-05