CGUSCapital Group Core Equity ETF

Grow my money#338 of 2944 for Grow my money

Seeks long-term capital appreciation through investments in U.S. equities.

Capital Group · Since 2022 (4 years)

Annual Cost

0.33%

#1380 out of 5,332 ETFs

Fund Size

$8.9B

#260 out of 5,332 ETFs

Dividend Yield

1.00%

Track Record

4 years

#2707 out of 5,332 ETFs

Performance

1 Year

+30.8%

3 Years

+23.2%

5 Years

N/A

What's inside

Asset class

equity

Region

north america

Strategy

active selection

Cap

multi cap

Asset allocation

Stocks

98.8%

Cash

1.2%

Sector breakdown

Technology

36.5%

Financial Services

11.3%

Industrials

10.2%

Consumer Cyclical

9.2%

Communication

8.9%

Healthcare

8.7%

Energy

4.8%

Consumer Defensive

3.6%

Other

6.8%

Top holdings

NVIDIA CorpNVDA6.6%

Microsoft CorpMSFT5.9%

Broadcom IncAVGO5.2%

Amazon.com IncAMZN4.6%

Eli Lilly and CoLLY3.6%

Apple IncAAPL3.3%

Meta Platforms Inc Class AMETA3.3%

Alphabet Inc Class AGOOGL2.7%

RTX CorpRTX2.5%

Applied Materials IncAMAT2.3%

Risk profile

Volatility (1Y)

12.9%

Moderate

Max drawdown

-22.2%

Worst peak-to-trough loss

Sharpe (3Y)

1.28

Excellent risk-adjusted returns

Sortino (3Y)

1.88

Good downside protection

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