Key stats
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
CGMM is actively managed, investing primarily in equity-type securities of small and mid-cap companies in the US. The fund aims for capital growth.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Stocks98.41%
Finance28.71%
Technology Services9.35%
Producer Manufacturing8.35%
Consumer Services7.64%
Retail Trade6.11%
Electronic Technology5.52%
Health Technology4.23%
Consumer Non-Durables4.21%
Industrial Services4.04%
Commercial Services4.02%
Consumer Durables3.44%
Transportation3.10%
Distribution Services2.99%
Process Industries2.91%
Health Services1.15%
Energy Minerals1.14%
Non-Energy Minerals0.81%
Utilities0.69%
Bonds, Cash & Other1.59%
Mutual fund1.40%
Cash0.19%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history