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- Upturn Summary
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Upturn AI Summary
Capital Group Core Plus Income ETF(CGCP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CGCP
10/06/2026: CGCP (3-star) is currently NOT-A-BUY. Pass it for now.
CGCP provides diversified fixed-income exposure by actively managing a mix of investment-grade and high-yield bonds. Its primary strengths lie in Capital Group’s disciplined fundamental research and the ability to tactically rotate holdings. It serves as a core portfolio holding for income-seeking investors, though it carries interest rate and credit risks. Investors should monitor macroeconomic interest rate trends and fund performance relative to the broader bond market.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for income rather than high-multiple capital appreciation. |
| Momentum investor | Mixed fit | Momentum may be less relevant in fixed income, but tactical shifts can provide shorter-term opportunities. |
| Value investor | Strong fit | Value investors appreciate the fund's focus on fundamental credit analysis to identify mispriced securities. |
| Dividend/Income investor | Strong fit | The primary objective of the fund is to provide consistent current income to investors. |
| Low-risk investor | Strong fit | The fund's focus on a core-plus strategy balances yield with quality, suitable for conservative-to-moderate portfolios. |
Investor Profile
Ideal Investor Profile
Income-oriented investors seeking professional management of fixed-income assets to navigate interest rate cycles.
Suitability
Best for long-term investors looking to build a stable income foundation within a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Bond prices fluctuate in response to changes in prevailing market interest rates. |
| Market risk | Medium | General market downturns can affect the value of corporate and high-yield bonds. |
| Concentration | Low | The fund maintains a highly diversified portfolio across thousands of issuers. |
| Tracking/expense | Low | The fund is actively managed and does not target an index, making tracking error irrelevant. |
| Liquidity | Low | Most underlying holdings are highly liquid government and investment-grade corporate bonds. |
| Business/sector quality | Medium | Exposure to high-yield bonds introduces credit quality risks compared to pure government bond funds. |
Risk Analysis
Volatility
Exhibits moderate volatility typical of a core-plus bond fund with high-yield exposure.
Market Risk
Subject to interest rate sensitivity and credit default risk inherent in the corporate bond market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment-Grade Corporate Bonds | 45 | Provides stable income and lower default risk, forming the core of the portfolio. |
| Fixed-income type | Government and Agency Securities | 25 | Offers high liquidity and acts as a defensive buffer during market volatility. |
| Fixed-income type | High-Yield (Below Investment-Grade) Bonds | 20 | Enhances total return potential through higher coupons in exchange for greater credit risk. |
| Fixed-income type | Securitized Assets (MBS/ABS) | 10 | Provides exposure to diversified cash flows backed by collateralized loans. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 8.24% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/06/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 6, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $8.31B |
| Issuer | Capital Group |
| Expense Ratio | 0.33999999999999997% |
| Distribution Yield | 5.33% |
| Inception | Feb 22, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | -2.96% |
| 1 Year | -2.26% |
| 3 Year | +4.97% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 4.26% |
| 3Y Volatility | 5.59% |
| 3Y Sharpe Ratio | 0.05 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Micro Cap | 0.02% |
Top Sectors
| Sector | Weight |
|---|---|
| Real Estate | 90.20% |
| Energy | 9.80% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 3.02x |
| Portfolio P/B | 2.17x |
| Portfolio P/S | 0.08x |
| Holdings Turnover | 5.81% |
Top Holdings
| Holding | Weight |
|---|---|
| TSY INFL IX N/B 01/24 0.625 | 18.98% |
| CAPITAL GROUP CENTRAL CASH FUN CAPITAL GROUP CNTRL CSH M | 12.14% |
| US TREASURY N/B 02/25 1.5 | 11.24% |
| FNMA TBA 30 YR 3 SINGLE FAMILY MORTGAGE | 9.97% |
| US TREASURY N/B 11/51 1.875 | 5.65% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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