CGGGCapital Group U.S. Large Growth ETF

Grow my moneyNewRanked #1,418 of 2,969 in this goal

Seeks capital appreciation.

By Capital Group · Launched 2025

Annual Cost

0.39%

#1,960 of 5,573 · average

Fund Size

$82M

#3,133 of 5,573 · mid-size

Return (1Y)Goal

N/A

Track Record

12 months

#4,509 of 5,573 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,113+11.1%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

Index tracked

Russell 1000 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 63.8% of fundconcentrated

Broadcom Inc

9.7%

NVIDIA Corp

9.1%

Microsoft Corp

9.0%

Alphabet Inc

8.9%

Apple Inc

7.0%

Amazon.com Inc

6.0%

Meta Platforms Inc

4.5%

Mastercard Inc

3.7%

FTAI Aviation Ltd

3.1%

Visa Inc

2.9%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Technology

47.3%

Communication

16.1%

Consumer Cyclical

12.1%

Industrials

10.5%

Financial Services

6.9%

Healthcare

4.8%

Utilities

1.3%

Consumer Defensive

1.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-17.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in common stocks and equity-type securities of large growth companies in the U.S., defined as those within the Russell 1000 Index. The adviser identifies growth companies as those in the Russell 1000 Growth Index or those expected to contribute to long-term capital growth.
Inception date: June 24, 2025
Fund family: Capital Group