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CGGECapital Group Global Equity ETF

Grow my money2y track recordRanked #608 of 3,060 in this goal

Seeks prudent growth of capital and conservation of principal.

By Capital Group · Launched 2024

Annual Cost

0.47%

#2,397 of 6,062 · average

Fund Size

$3.1B

#606 of 6,062 · large

Return (1Y)

+13.9%

Track Record

2 years

#3,565 of 6,062 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,350+13.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 29.2% of funddiversified

Alphabet Inc
4.6%
Broadcom Inc
4.0%
Taiwan Semiconductor Manufacturing Co Ltd
3.5%
Microsoft Corp
3.2%
Apple Inc
2.8%
ASML Holding NV
2.6%
General Electric Co
2.3%
JPMorgan Chase & Co
2.2%
AstraZeneca PLC
2.0%
Safran SA
2.0%

Asset allocation

Stocks
97.4%
Cash
2.6%

By sector

Technology
33.1%
Industrials
18.3%
Financial Services
14.2%
Healthcare
7.8%
Communication
7.2%
Consumer Cyclical
5.1%
Consumer Defensive
4.3%
Utilities
4.0%
Other
6.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.2%Moderate

Year-on-year price swings

Max drawdown
-14.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks prudent growth of capital and conservation of principal.
Strategy
Invests primarily in common stocks of issuers around the world, focusing on companies with long-term growth potential and resilience to market declines. Allocates at least 80% of assets in equity-type securities, including a minimum of 40% outside the U.S.
Inception date
June 25, 2024
Fund family
Capital Group

Next steps

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Data updated on 2026-09-20