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Upturn AI SWOT - About
Capital Group Core Plus Income ETF (CGCP)
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Upturn Advisory Summary
07/09/2025: CGCP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.9% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/09/2025 |
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 (CGCP) seeks to maximize current income and, secondarily, capital appreciation by investing primarily in a diversified portfolio of investment-grade fixed-income securities, with the flexibility to invest in high-yield securities and other income-producing assets.
Reputation and Reliability
Capital Group is a well-established investment management firm with a long track record of managing assets across various investment strategies.
Management Expertise
Capital Group has a team of experienced portfolio managers and analysts with expertise in fixed-income investing.
Investment Objective
Goal
To maximize current income and, secondarily, capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but employs an active management approach to select securities and allocate assets.
Composition The ETF holds a diversified portfolio primarily of investment-grade fixed income securities, including U.S. government securities, corporate bonds, mortgage-backed securities, and asset-backed securities, and may allocate some portion to high yield and other income generating assets.
Market Position
Market Share: Data not available
Total Net Assets (AUM): Data not available
Competitors
Key Competitors
- AGG
- BND
- LQD
Competitive Landscape
The fixed-income ETF market is highly competitive, with several well-established ETFs offering similar strategies. CGCP competes with established funds like AGG and BND by offering an actively managed approach. The advantage of CGCP is active management, while the disadvantage is potentially higher expenses and the risk of underperformance relative to passive benchmarks.
Financial Performance
Historical Performance: Historical performance data not available due to newness of fund.
Benchmark Comparison: Benchmark comparison data not available due to newness of fund.
Expense Ratio: 0.33
Liquidity
Average Trading Volume
Average trading volume is still developing due to the relative newness of the fund.
Bid-Ask Spread
Bid-ask spread information is still developing due to the relative newness of the fund.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic growth influence the ETF's performance.
Growth Trajectory
Growth trajectory data unavailable as the fund is relatively new.
Moat and Competitive Advantages
Competitive Edge
CGCP benefits from Capital Group's strong reputation and expertise in fixed income investing. Its active management style seeks to provide potentially higher returns than passive index funds, which could attract investors looking for a more tailored fixed-income solution. The fund's ability to invest across the fixed-income spectrum, including high yield and other sectors, gives it flexibility. However, the increased expenses associated with active management are a factor.
Risk Analysis
Volatility
Volatility data is not yet available due to the fund's short history.
Market Risk
The ETF is subject to interest rate risk (rising rates can decrease bond values) and credit risk (issuers may default on their debt). High-yield securities add to credit risk.
Investor Profile
Ideal Investor Profile
CGCP is suitable for investors seeking current income and moderate capital appreciation. Investors who are comfortable with active management and understand fixed income market risks may find this ETF appealing.
Market Risk
This ETF is suitable for long-term investors and can fit into portfolios as a core fixed income holding.
Summary
Capital Group Core Plus Income ETF aims to provide current income and capital appreciation through a diversified fixed-income portfolio. As an actively managed fund, it leverages Capital Group's fixed-income expertise, seeking to outperform passive benchmarks. Investors should consider its expense ratio and potential risks, including interest rate and credit risks. The fund's potential suits it as a core fixed income position for long-term investors. Due to its relatively new status, performance and liquidity metrics are still developing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Capital Group Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are 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. Market share data may not be readily available for all ETFs and estimates are based on available data. Performance data is subject to change and past performance is not indicative of future results.
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.
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