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Upturn AI SWOT - About
Capital Group U.S. Multi-Sector Income ETF (CGMS)
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Upturn Advisory Summary
08/14/2025: CGMS (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 8.41% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.38 - 27.54 | Updated Date 06/29/2025 |
52 Weeks Range 25.38 - 27.54 | Updated Date 06/29/2025 |
Upturn AI SWOT
Capital Group U.S. Multi-Sector Income ETF
ETF Overview
Overview
The Capital Group U.S. Multi-Sector Income ETF (CGMS) aims to provide a high level of current income by investing in a diversified portfolio of U.S. fixed-income securities across multiple sectors, including corporate bonds, mortgage-backed securities, and government bonds. The investment strategy emphasizes active management and sector rotation to maximize returns.
Reputation and Reliability
Capital Group is a well-established and reputable asset manager with a long history of managing fixed-income portfolios.
Management Expertise
The management team has extensive experience in fixed-income investing and employs a rigorous research process.
Investment Objective
Goal
To seek a high level of current income.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, with no specific index tracked.
Composition The ETF holds a diversified portfolio of U.S. fixed-income securities, including corporate bonds, mortgage-backed securities, and government bonds.
Market Position
Market Share: Data not reliably available without live market data feed.
Total Net Assets (AUM): Data not reliably available without live market data feed.
Competitors
Key Competitors
- AGG
- BND
- LQD
- HYG
- IEF
Competitive Landscape
The fixed-income ETF market is highly competitive, with many established players. CGMS competes on its active management and multi-sector approach. Advantages may include potential for higher yield and capital appreciation compared to passive strategies, but disadvantages can arise if active management underperforms.
Financial Performance
Historical Performance: Historical performance data not reliably available without live market data feed.
Benchmark Comparison: Benchmark comparison data not reliably available without live market data feed.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
Average trading volume is dependent on market conditions and ETF popularity, which is unavailable without a live data feed.
Bid-Ask Spread
The bid-ask spread fluctuates based on trading volume and market volatility, which is unavailable without a live data feed.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by interest rate movements, credit spreads, and overall economic conditions. Changes in monetary policy and inflation expectations can significantly impact returns.
Growth Trajectory
Growth depends on investor demand for multi-sector income strategies and the ETF's ability to deliver competitive performance. Changes to the management team or investment strategy could also impact the ETF's trajectory.
Moat and Competitive Advantages
Competitive Edge
CGMS benefits from Capital Group's extensive research capabilities and active management expertise in fixed income. Its multi-sector approach allows for diversification and flexibility in navigating different market environments. The active management can potentially generate alpha compared to passive fixed income ETFs. The ETF's focus on high current income may attract income-seeking investors. However, this approach also introduces the risk of underperformance compared to broader market indices.
Risk Analysis
Volatility
Volatility depends on the underlying assets and market conditions. Fixed-income ETFs are generally less volatile than equity ETFs, but can still experience fluctuations due to interest rate changes and credit spreads.
Market Risk
The ETF is exposed to market risk, including interest rate risk (the risk that rising interest rates will decrease the value of fixed-income securities) and credit risk (the risk that issuers of bonds will default on their obligations).
Investor Profile
Ideal Investor Profile
The ideal investor is seeking current income and is comfortable with moderate risk. Suitable for retirees, income-seeking investors, and those looking to diversify their fixed-income portfolio.
Market Risk
The ETF is suitable for long-term investors seeking income, but it may also be used by active traders looking to capitalize on short-term market opportunities.
Summary
The Capital Group U.S. Multi-Sector Income ETF seeks to provide a high level of current income through a diversified portfolio of U.S. fixed-income securities. CGMS employs an active management strategy, rotating across sectors to maximize returns. Its success hinges on Capital Group's fixed-income expertise and their ability to navigate diverse market environments. While the active management approach offers potential for alpha, it also brings the risk of underperformance compared to passive strategies. Investors should consider their risk tolerance and income needs before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Capital Group Website
- SEC Filings
- ETF.com
- Morningstar
Disclaimers:
The data 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 based on your own research and due diligence.
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 U.S. Multi-Sector Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its assets in the securities of issuers domiciled within the United States. The fund invests primarily in bonds and other debt instruments, which may be represented by derivatives. In seeking to achieve a high level of current income, the fund invests in a broad range of debt securities across the credit spectrum. The fund may invest in debt securities of any maturity or duration. The fund is non-diversified.
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