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CGCP
Upturn stock ratingUpturn stock rating

Capital Group Core Plus Income ETF (CGCP)

Upturn stock ratingUpturn stock rating
$22.58
Last Close (24-hour delay)
Profit since last BUY2.31%
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Consider higher Upturn Star rating
BUY since 56 days
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Upturn Advisory Summary

08/29/2025: CGCP (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 4.74%
Avg. Invested days 57
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/29/2025

Key Highlights

Volume (30-day avg) -
Beta 1.02
52 Weeks Range 21.05 - 22.48
Updated Date 06/29/2025
52 Weeks Range 21.05 - 22.48
Updated Date 06/29/2025

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Capital Group Core Plus Income ETF

stock logo

ETF Overview

overview logo Overview

The Capital Group Core Plus Income ETF aims to provide a diversified portfolio of fixed income securities, focusing on generating income while maintaining capital preservation. It seeks to outperform the Bloomberg U.S. Aggregate Bond Index.

reliability logo Reputation and Reliability

Capital Group is a well-established and reputable investment management firm with a long history of managing assets.

reliability logo Management Expertise

Capital Group has a team of experienced portfolio managers and analysts with expertise in fixed income markets.

Investment Objective

overview logo Goal

To provide current income while maintaining prospects for capital appreciation.

Investment Approach and Strategy

Strategy: The ETF does not track a specific index but employs an active management strategy. It invests in a broad range of fixed income securities.

Composition The ETF holds a diversified portfolio of U.S. government bonds, corporate bonds, mortgage-backed securities, and asset-backed securities.

Market Position

Market Share: Information not available due to limited market share data availability.

Total Net Assets (AUM): Data not available.

Competitors

overview logo Key Competitors

  • AGG
  • BND
  • SPAB

Competitive Landscape

The ETF industry is highly competitive. AGG and BND, being the dominant players, benefit from higher liquidity and lower expense ratios. Capital Group's ETF differentiates itself through active management, potentially offering higher returns, but at the expense of higher fees. Its advantage is in active security selection, while its disadvantage is being smaller and newer to the market.

Financial Performance

Historical Performance: Historical performance data is unavailable for direct inclusion.

Benchmark Comparison: Benchmark comparisons cannot be made without specific historical data.

Expense Ratio: 0.33

Liquidity

Average Trading Volume

Liquidity data is unavailable for a direct assessment of average trading volume.

Bid-Ask Spread

Bid-ask spread details are unavailable for a direct assessment of trading costs.

Market Dynamics

Market Environment Factors

Economic indicators, interest rate movements, credit spreads, and overall market sentiment significantly impact the performance of Capital Group Core Plus Income ETF. Regulatory changes may also affect the portfolio's composition and returns.

Growth Trajectory

Growth trends are currently evolving as it establishes itself within the competitive ETF marketplace. Changes in strategy and holdings might occur as the managers respond to changes in the market.

Moat and Competitive Advantages

Competitive Edge

Capital Group Core Plus Income ETF's competitive edge lies in its active management approach, potentially allowing it to outperform passive index-tracking ETFs. Its experienced management team leverages their expertise to identify and select undervalued fixed income securities. Capital Group's strong reputation and resources provide a solid foundation for the ETF. However, its active management also introduces higher risks and fees when compared to passively managed counterparts.

Risk Analysis

Volatility

Volatility data is currently unavailable for direct inclusion.

Market Risk

The ETF is subject to market risk, including interest rate risk, credit risk, and inflation risk. Changes in interest rates can negatively impact the value of the ETF's holdings. Economic downturns could also lead to higher default rates on corporate bonds, affecting the ETF's performance.

Investor Profile

Ideal Investor Profile

The ideal investor for this ETF is someone seeking a steady stream of income with moderate capital appreciation and comfortable with some degree of active management risk.

Market Risk

The ETF is suitable for long-term investors looking for income generation and diversification within their portfolio.

Summary

Capital Group Core Plus Income ETF aims to provide a diversified fixed income portfolio through active management. Its primary focus is on generating income while preserving capital. While its expense ratio is higher than some passive alternatives, it offers the potential for outperformance. Investors should consider their risk tolerance and investment objectives before investing in this ETF.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Capital Group Website
  • ETF.com
  • Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Capital Group Core Plus Income ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund will normally invest at least 80% of its assets in bonds and other debt securities, which may be represented by derivatives. It may invest in a broad range of debt securities, including corporate bonds and debt and mortgage- and other asset-backed securities issued by U.S. government-sponsored entities and federal agencies and instrumentalities that are not backed by the full faith and credit of the U.S. government. The fund is non-diversified.