Capital Group Conservative Equity ETFCapital Group Conservative Equity ETFCapital Group Conservative Equity ETF

Capital Group Conservative Equity ETF

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Key stats


Assets under management (AUM)
‪174.00 M‬USD
Fund flows (1Y)
‪172.91 M‬USD
Dividend yield (indicated)
1.35%
Discount/Premium to NAV
0.10%

About Capital Group Conservative Equity ETF


Issuer
The Capital Group Cos., Inc.
Brand
Capital Group
Expense ratio
0.33%
Inception date
Jun 25, 2024
Index tracked
No Underlying Index
Management style
Active
CGCV aims to capitalize on the American economys growth through a concentrated portfolio of dividend-paying common stocks and other equity-type securities, primarily in the US and Canada. The strategy centers around an eligible list of companies selected for their strong balance sheets and consistent dividend payments. While the fund targets medium to larger capitalization stocks, it is not limited by market cap. Managed by multiple portfolio managers, each handling different segments, the fund relies on professional judgment to identify attractively valued companies for long-term investment opportunities. Positions are sold when they no longer offer attractive investment prospects.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Finance
Technology Services
Health Technology
Stock breakdown by region
99%0.7%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Summary
Neutral
SellBuy
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Neutral
SellBuy
Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.