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Upturn AI SWOT - About
Capital Group Growth ETF (CGGR)
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Upturn Advisory Summary
07/03/2025: CGGR (4-star) is a STRONG-BUY. BUY since 38 days. Profits (13.73%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 50.11% | Avg. Invested days 61 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 29.23 - 40.55 | Updated Date 06/29/2025 |
52 Weeks Range 29.23 - 40.55 | Updated Date 06/29/2025 |
Upturn AI SWOT
Capital Group Growth ETF
ETF Overview
Overview
The Capital Group Growth ETF (CGGR) is an actively managed ETF focused on long-term growth by investing in a diversified portfolio of primarily U.S. growth stocks. It aims to outperform the Russell 1000 Growth Index by leveraging Capital Group's fundamental research and multi-manager system.
Reputation and Reliability
Capital Group is a well-established investment management firm with a long history and strong reputation for active management.
Management Expertise
The ETF is managed by a team of experienced portfolio managers and analysts within Capital Group, leveraging their deep fundamental research capabilities.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed, using fundamental analysis to identify companies with strong growth potential.
Composition Primarily invests in U.S. growth stocks, with the flexibility to invest in companies of any market capitalization.
Market Position
Market Share: Information not readily available.
Total Net Assets (AUM): 633000000.0
Competitors
Key Competitors
- VUG
- IVW
- QQQ
- IWF
Competitive Landscape
The growth ETF market is highly competitive, with several large, passively managed ETFs like VUG and QQQ dominating in terms of AUM. CGGR offers an actively managed approach, which can potentially outperform passive indexes but comes with higher fees. Advantages include Capital Group's research capabilities. Disadvantages include higher expense ratio than passive options and potential for underperformance relative to the benchmark.
Financial Performance
Historical Performance: Historical performance data not readily available in structured format.
Benchmark Comparison: Benchmark comparison data not readily available in structured format.
Expense Ratio: 0.0039
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting relatively low transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and sector-specific trends impact the performance of growth stocks held by CGGR.
Growth Trajectory
The ETF's growth trajectory depends on the continued success of its active management strategy and the performance of its growth stock holdings.
Moat and Competitive Advantages
Competitive Edge
CGGR benefits from Capital Group's established reputation, extensive research capabilities, and multi-manager approach, which provides diversification of investment ideas. The active management style aims to identify undervalued growth opportunities that passive indexes may miss. Capital Group's global research network and long-term investment horizon further contribute to its competitive edge. This strategy focuses on long-term value creation through fundamental company research.
Risk Analysis
Volatility
Historical volatility data not readily available in structured format.
Market Risk
CGGR is subject to market risk, particularly the volatility of growth stocks, which can be more sensitive to economic cycles and investor sentiment.
Investor Profile
Ideal Investor Profile
CGGR is suitable for investors seeking long-term capital appreciation and who are comfortable with the higher risk and potential reward associated with actively managed growth stock portfolios.
Market Risk
CGGR is best suited for long-term investors who believe in active management and are willing to pay a higher expense ratio for potential outperformance.
Summary
Capital Group Growth ETF is an actively managed growth-focused ETF that leverages Capital Group's research expertise. It aims to outperform the Russell 1000 Growth Index by investing in a diversified portfolio of U.S. growth stocks. While it offers potential for higher returns through active management, investors should be aware of the higher expense ratio compared to passive alternatives. CGGR is most suitable for long-term investors seeking capital appreciation and who are comfortable with the risks associated with growth stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Capital Group website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a 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 Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in common stocks and seeks to invest in companies that appear to offer superior opportunities for growth of capital. It may invest up to 25% of its assets in common stocks and other securities of issuers domiciled outside the United States. The fund relies on the professional judgment of its investment adviser to make decisions about the fund"s portfolio investments. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities. It is non-diversified.
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