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About Capital Group Equity ETF Trust I Capital Group U.S. Small and Mid Cap ETF
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Inception date
Jan 14, 2025
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Capital Research & Management Co.
Distributor
Capital Client Group, Inc.
CGMM is designed to invest in US small to mid-cap companies through a combination of common, preferred, convertible, and hybrid stocks, aligning with the growth potential of companies typical to certain market indices. It employs a multi-manager system, where investments are divided into segments managed by different experts, each leveraging their insights with the aim of identifying undervalued stocks believed to offer promising long-term potential. Managers frequently adjust the portfolio based on shifting market conditions, ensuring that investments align with attractive investment opportunities. Ultimately, the goal of CGMM is capital appreciation, achieved by focusing investments on good long-term opportunities.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.