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- Upturn Summary
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Upturn AI Summary
Capital Group New Geography Equity ETF(CGNG)
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 CGNG
10/02/2026: CGNG (3-star) is a STRONG-BUY. BUY for 118 days. Simulated Profits (6.99%). Updated daily EoD!
CGNG is an actively managed global equity ETF that invests in companies positioned to benefit from structural shifts in global trade and manufacturing. Its primary strength lies in Capital Group's deep research capabilities and the multi-manager approach, which provides a thematic edge over passive benchmarks. It serves as a growth-oriented, satellite holding within a broader portfolio. Key risks include thematic concentration, potential underperformance of active management relative to low-cost indices, and broader geopolitical market risks. It is best suited for growth-focused investors who want exposure to global trade changes rather than just market-cap weighted broad-market beta.
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 focuses on long-term capital appreciation driven by structural economic changes. |
| Momentum investor | Mixed fit | Active management may not align with short-term quantitative momentum signals. |
| Value investor | Mixed fit | The fund targets structural growth, which may occasionally include higher valuation multiples. |
| Dividend/Income investor | Weak fit | Income generation is not the primary objective of this growth-oriented strategy. |
| Low-risk investor | Weak fit | The thematic, global equity focus carries inherent volatility and market risk. |
Investor Profile
Ideal Investor Profile
Growth-oriented, long-term investors seeking active management for thematic global exposure.
Suitability
Best for long-term investors comfortable with the risks of active management and concentrated thematic bets.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Global equity exposure and thematic concentration lead to higher potential price swings. |
| Market risk | High | The fund is subject to systemic fluctuations in global financial markets. |
| Concentration | Medium | Exposure is concentrated in specific sectors linked to supply chain shifts. |
| Tracking/expense | Low | The fund is active; tracking error relative to a benchmark is an intentional outcome. |
| Liquidity | Medium | Lower trading volume compared to index giants could increase transaction costs. |
| Business/sector quality | Medium | Success depends on the managers' ability to pick companies that execute well in changing markets. |
Risk Analysis
Volatility
Exhibits moderate to high volatility typical of thematic global equity funds.
Market Risk
Subject to global macro factors, including currency risk, interest rate changes, and geopolitical instability.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Global Equities (Developed and Emerging Markets) | 85 | The fund invests broadly across international markets to capture structural shifts in global economic activity. |
| Sector | Industrials and Technology | 10 | These sectors are highly sensitive to the regionalization of supply chains and manufacturing investments. |
| Cash/collateral | Cash and Equivalents | 5 | Maintained for liquidity requirements and tactical deployment of capital. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 17.3% | Avg. Invested days 67 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $3.18B |
| Issuer | Capital Group |
| Expense Ratio | 0.64% |
| Distribution Yield | 0.59% |
| Inception | Jun 25, 2024 |
Performance
| Period | Total Return |
|---|---|
| YTD | +16.07% |
| 1 Year | +21.85% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 17.45% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 62.23% |
| Large Cap | 27.14% |
| Mid Cap | 4.66% |
| Small Cap | 1.38% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 36.99% |
| Financial Services | 15.34% |
| Industrials | 10.58% |
| Communication Services | 8.87% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 13.68x |
| Portfolio P/B | 2.65x |
| Portfolio P/S | 2.43x |
Top Holdings
| Holding | Weight |
|---|---|
| Taiwan Semiconductor Manufacturing | 11.27% |
| SK Hynix | 5.38% |
| Samsung Electronics | 4.21% |
| Tencent Holdings | 1.98% |
| NVIDIA | 1.48% |
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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