CGUSCapital Group Core Equity ETF
Seeks long-term growth of capital and income.
By Capital Group · Launched 2022
0.33%
#1,499 of 5,861 · low cost
$11.1B
#258 of 5,861 · large
+18.0%
4 years
#2,560 of 5,861 · seasoned
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 41.0% of fundmoderately concentrated
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term growth of capital and income.
- Strategy
- Invests primarily in common stocks of companies that demonstrate potential for appreciation and/or dividends, with up to 15% of assets in non-U.S. securities. Designed for investors seeking both capital appreciation and income.
- Inception date
- February 22, 2022
- Fund family
- Capital Group
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
You're paying active fees for an index
This fund charges active-management prices while tracking its benchmark almost perfectly (a high R²). The metrics below show how little active management you're getting for that premium: low tracking error and a fee well above the passive peer median.
- R²
- 95.9%
- TE
- 3.1%
- Beta
- 0.93
- Fee
- 2× 0.15%
Sources: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-08-04