CGGRCapital Group Growth ETF

Grow my money4y track recordRanked #332 of 3,062 in this goal

Seeks growth of capital.

By Capital Group · Launched 2022

Annual Cost

0.39%

#1,930 of 6,062 · low cost

Fund Size

$25.3B

#130 of 6,062 · large

Return (1Y)

+5.9%

Track Record

4 years

#2,573 of 6,062 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,557+5.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Active selection

Factor

Growth

Holdings

By weight

Concentration

Top 10 holdings = 41.2% of fundmoderately concentrated

Meta Platforms Inc

7.9%

Tesla Inc

5.8%

NVIDIA Corp

5.2%

Broadcom Inc

4.3%

Microsoft Corp

3.9%

Alphabet Inc

3.3%

Micron Technology Inc

3.1%

Alphabet Inc

3.0%

Capital Group Central Cash Fund

2.4%

Netflix Inc

2.3%

Asset allocation

Stocks

97.4%

Cash

2.6%

By sector

Technology

40.8%

Communication

14.5%

Consumer Cyclical

11.9%

Healthcare

11.4%

Industrials

7.6%

Financial Services

5.5%

Basic Materials

2.3%

Consumer Defensive

2.2%

Other

3.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.2%Moderate

Year-on-year price swings

Max drawdown

-28.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.94Decent risk-adjusted returns

Sortino (3Y)

1.37Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks growth of capital.
Strategy: Invests primarily in common stocks, focusing on companies that offer superior growth opportunities. May invest up to 25% of assets outside the United States and is nondiversified, allowing for greater concentration in fewer issuers.
Inception date: February 22, 2022
Fund family: Capital Group