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Capital Group Growth ETF(CGGR)
Top performer 
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 CGGR
09/25/2026: CGGR (5-star) is a STRONG-BUY. BUY for 3 days. Simulated Profits (0.65%). Updated daily EoD!
Capital Group Growth ETF (CGGR) provides active exposure to a diversified portfolio of growth stocks, leveraging a multi-manager approach to capture long-term capital appreciation. Its primary strengths are the deep fundamental research capabilities of its manager and its flexibility compared to passive index funds. The fund is designed for long-term growth investors who seek the potential for alpha through active management. Key risks include exposure to the inherent volatility of growth stocks, interest rate sensitivity, and competitive pressure from lower-cost index ETFs. It is most suitable for investors with a long time horizon and a high risk tolerance.
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 | Strong fit | The fund is explicitly designed to capture long-term capital appreciation through growth-oriented holdings. |
| Momentum investor | Mixed fit | While it holds momentum-heavy stocks, the active management approach may periodically trim winners, making it less reactive than pure momentum strategies. |
| Value investor | Weak fit | The fund's focus on growth often leads to higher valuation multiples that may conflict with traditional value criteria. |
| Dividend/Income investor | Weak fit | The portfolio prioritizes capital appreciation over dividend yield or income generation. |
| Low-risk investor | Weak fit | The fund's focus on high-growth stocks entails inherent market volatility that exceeds the risk tolerance of low-risk investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for growth, who values the active oversight provided by professional managers and is willing to pay a moderate premium for that expertise.
Suitability
CGGR is best suited for long-term investors seeking capital appreciation rather than active day-traders or those seeking consistent income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are inherently prone to significant price swings based on market sentiment. |
| Market risk | Medium / high | The fund is heavily exposed to general equity market downturns. |
| Concentration | Medium | High exposure to specific growth sectors could lead to underperformance if those sectors fall out of favor. |
| Tracking/expense | Low | The active expense ratio is transparent and relatively low for an actively managed product. |
| Liquidity | Low | Underlying holdings are typically large-cap stocks with deep secondary markets. |
| Business/sector quality | Medium | The fund relies on the fundamental quality of selected businesses, which is subject to execution and competitive risks. |
Risk Analysis
Volatility
CGGR exhibits volatility typical of a growth-tilted equity portfolio, fluctuating with market cycles and sector-specific news.
Market Risk
The primary risk is the sensitivity of its growth holdings to equity market downturns and shifts in economic growth outlooks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Equities | 85 | The fund focuses on large, well-established growth companies that drive the bulk of its returns. |
| Geography | International Equities | 10 | Exposure to non-U.S. markets provides geographic diversification beyond domestic growth stocks. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer is maintained for liquidity and to capitalize on opportunistic buying. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 44.42% | Avg. Invested days 59 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $26.35B |
| Issuer | Capital Group |
| Expense Ratio | 0.39% |
| Distribution Yield | 0.15% |
| Inception | Feb 22, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +8.34% |
| 1 Year | +10.93% |
| 3 Year | +25.52% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 17.52% |
| 3Y Volatility | 17.37% |
| 3Y Sharpe Ratio | 1 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 52.81% |
| Large Cap | 23.60% |
| Mid Cap | 19.39% |
| Small Cap | 1.27% |
| Micro Cap | 0.06% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 40.97% |
| Communication Services | 15.87% |
| Healthcare | 11.87% |
| Consumer Cyclicals | 11.15% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 20.66x |
| Portfolio P/B | 5.62x |
| Portfolio P/S | 4.15x |
| Holdings Turnover | 33.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Meta Platforms | 6.83% |
| NVIDIA | 4.84% |
| Microsoft | 4.62% |
| Broadcom | 4.37% |
| Tesla | 4.16% |
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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