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Upturn AI SWOT - About
Capital Group Core Plus Income ETF (CGCP)
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Upturn Advisory Summary
09/15/2025: CGCP (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 6.91% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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 |
Upturn AI SWOT
Capital Group Core Plus Income ETF
ETF Overview
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.
Reputation and Reliability
Capital Group is a well-established and reputable investment management firm with a long history of managing assets.
Management Expertise
Capital Group has a team of experienced portfolio managers and analysts with expertise in fixed income markets.
Investment Objective
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
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.
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.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.