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Upturn AI SWOT - About
Capital Group Short Duration Income ETF (CGSD)
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Upturn Advisory Summary
08/14/2025: CGSD (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 11.43% | Avg. Invested days 129 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.26 - 25.92 | Updated Date 06/29/2025 |
52 Weeks Range 24.26 - 25.92 | Updated Date 06/29/2025 |
Upturn AI SWOT
Capital Group Short Duration Income ETF
ETF Overview
Overview
The Capital Group Short Duration Income ETF (CGSD) is an actively managed ETF focused on generating income by investing primarily in investment-grade, short-duration fixed-income securities. The fund aims for a balance between capital preservation and current income.
Reputation and Reliability
Capital Group is a well-established and reputable global investment management firm with a long history of managing fixed-income assets.
Management Expertise
Capital Group has a deep bench of experienced fixed-income portfolio managers and analysts dedicated to credit research and risk management.
Investment Objective
Goal
To provide current income while seeking to maintain a relatively stable net asset value.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting securities based on fundamental research and credit analysis rather than tracking a specific index.
Composition The ETF invests primarily in a diversified portfolio of investment-grade corporate bonds, government securities, and mortgage-backed securities, with a focus on short maturities.
Market Position
Market Share: Data Unavailable.
Total Net Assets (AUM): 426822560
Competitors
Key Competitors
- BSCI
- NEAR
- MINT
Competitive Landscape
The short-duration bond ETF market is competitive, with many established players. CGSD benefits from Capital Group's strong reputation and active management expertise. However, it faces competition from passively managed ETFs with lower expense ratios, and other actively managed funds from various firms.
Financial Performance
Historical Performance: Historical performance data varies. Check the ETF's official website for specific numbers.
Benchmark Comparison: Performance is often compared to short-term benchmark indexes such as the Bloomberg Barclays 1-3 Year U.S. Government/Credit Index.
Expense Ratio: 0.20
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, and can be checked on various financial platforms.
Bid-Ask Spread
The bid-ask spread is typically tight but can vary depending on market conditions; investors should consult real-time quotes before trading.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth all affect CGSD. Higher interest rates can negatively impact bond prices, while changes in credit spreads reflect changes in perceived credit risk.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract assets through strong performance and effective marketing. Changes to strategy or holdings may occur to adapt to changing market conditions.
Moat and Competitive Advantages
Competitive Edge
CGSD's competitive edge lies in Capital Group's active management expertise and its ability to leverage its deep research capabilities to identify undervalued securities. The fund benefits from its focus on short-duration bonds, which can provide downside protection in rising interest rate environments. Capital Group's established reputation and strong brand recognition also contribute to its competitive advantage. The active management approach allows for flexibility in adjusting the portfolio in response to changing market conditions and specific investment opportunities. The focus on investment-grade securities emphasizes a commitment to capital preservation.
Risk Analysis
Volatility
CGSD's historical volatility is typically low due to its focus on short-duration and investment-grade securities.
Market Risk
Market risk primarily stems from interest rate risk and credit risk. Rising interest rates can negatively impact bond prices, and credit downgrades or defaults can lead to losses.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse investor seeking current income and capital preservation with less sensitivity to rising interest rates.
Market Risk
CGSD is suitable for long-term investors, conservative investors, and those seeking to diversify their fixed-income allocation with a focus on short-term bonds.
Summary
The Capital Group Short Duration Income ETF is an actively managed fund focused on generating income through short-duration, investment-grade fixed income. It benefits from Capital Group's strong reputation and active management expertise. Its focus on short maturities helps mitigate interest rate risk. The fund is suitable for conservative investors seeking current income and capital preservation. However, investors should consider its expense ratio and the potential for underperformance relative to passively managed alternatives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Capital Group Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may not be readily available. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Short Duration Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest primarily in bonds (bonds include any debt instrument and cash equivalents, and may be represented by derivatives). It maintains a portfolio of bonds, other debt securities and money market instruments consisting primarily of debt securities rated BBB" or Baa3 or better by NRSRO designated by the adviser or unrated but determined to be of equivalent quality by the adviser. The fund"s average portfolio duration is generally expected to be less than 2 years, but may be up to 3 years. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.