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Upturn AI SWOT - About
Capital Group Municipal Income ETF (CGMU)
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Upturn Advisory Summary
10/24/2025: CGMU (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 7.85% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.61 - 26.96 | Updated Date 06/29/2025 |
52 Weeks Range 25.61 - 26.96 | Updated Date 06/29/2025 |
Upturn AI SWOT
Capital Group Municipal Income ETF
ETF Overview
Overview
The Capital Group Municipal Income ETF is an actively managed fund that seeks to provide current income exempt from federal income tax, consistent with preservation of capital. It invests primarily in investment-grade municipal securities.
Reputation and Reliability
Capital Group has a long-standing reputation and a strong track record in investment management.
Management Expertise
Capital Group is known for its experienced team of investment professionals.
Investment Objective
Goal
To provide current income exempt from federal income tax, consistent with preservation of capital.
Investment Approach and Strategy
Strategy: Actively managed, investing in a diversified portfolio of municipal securities.
Composition Primarily municipal bonds, predominantly investment grade.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- VTEB
- MUB
- HYD
Competitive Landscape
The municipal bond ETF market is dominated by large, passively managed ETFs like VTEB and MUB. CGMU, being actively managed, offers potential for outperformance but also carries higher fees. Competitors such as HYD focus on higher-yielding, riskier municipal bonds. CGMU's active management aims to navigate the municipal bond market effectively, but its success depends on the manager's skill.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
Average trading volume data is unavailable.
Bid-Ask Spread
Bid-ask spread data is unavailable.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and tax policy changes can significantly impact municipal bond yields and the ETF's performance.
Growth Trajectory
Growth trends depend on the demand for tax-exempt income and the fund's ability to generate competitive returns through active management. The strategy and holdings may evolve based on market conditions and investment opportunities.
Moat and Competitive Advantages
Competitive Edge
CGMU benefits from Capital Group's experienced management team and its active approach to selecting municipal bonds. Unlike passively managed ETFs, CGMU can potentially outperform through strategic security selection and duration management. This active approach allows for adapting to changing market conditions and capitalizing on mispriced securities. Capital Group's research capabilities also provide a competitive edge in identifying attractive investment opportunities within the municipal bond market.
Risk Analysis
Volatility
Volatility will depend on the underlying municipal bond market and the fund's specific holdings.
Market Risk
Market risk includes interest rate risk, credit risk (although primarily investment-grade), and potential liquidity risk in certain municipal bond sectors.
Investor Profile
Ideal Investor Profile
Investors seeking tax-exempt income, primarily those in higher tax brackets, who are comfortable with the risks associated with fixed-income investments and an actively managed fund are the ideal investors.
Market Risk
Suitable for long-term investors seeking tax-advantaged income as part of a diversified portfolio.
Summary
The Capital Group Municipal Income ETF (CGMU) is an actively managed fund that invests primarily in investment-grade municipal bonds with the objective of providing tax-exempt income. Its performance hinges on the expertise of Capital Group's management team in navigating the municipal bond market. Compared to passively managed competitors, CGMU offers the potential for outperformance but also bears higher fees. Investors should consider their tax situation and risk tolerance before investing. The ETF is best suited for long-term investors seeking tax-advantaged income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Capital Group Website
- ETF.com
- Bloomberg
Disclaimers:
Data and analysis are based on available information and are subject to change. Investment decisions should be made based on individual circumstances and after consultation with a financial advisor. Market share data is estimated. AUM data is as of the latest available date.
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 Municipal 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, or derive at least 80% of its income from, securities that are exempt from regular federal income tax. The fund will invest up to 30% of its assets in securities that may subject the investors to federal alternative minimum tax. The fund invests at least 65% in debt securities rated BBB- or better or Baa3 or better by NRSRO designated by the fund"s investment adviser. The fund is non-diversified.
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