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Capital Group Core Equity ETF(CGUS)
Top performer 
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 CGUS
09/15/2026: CGUS (5-star) is a SELL. SELL for 1 day. Simulated Profits (5.95%). Updated daily EoD!
Capital Group Core Equity ETF (CGUS) provides active exposure to a diversified portfolio of U.S. large-cap companies, leveraging the issuer's proprietary multi-manager system. Its primary strength lies in its deep fundamental research and the ability of its managers to navigate various market conditions, making it a robust core equity holding. While it carries a higher expense ratio than passive index alternatives, it serves well as a foundational piece for investors seeking to outperform broader market indices over the long term. Key risks include standard market volatility and the potential for active management to underperform benchmarks in certain periods. It is best suited for long-term investors who value active management and are prepared to hold through market cycles.
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 seeks long-term capital appreciation through exposure to high-quality growth-oriented companies. |
| Momentum investor | Mixed fit | The fund's focus on fundamental value may lag high-momentum, speculative trades during specific market cycles. |
| Value investor | Strong fit while signal remains positive | The portfolio management team prioritizes fundamental valuation in security selection, appealing to disciplined value investors. |
| Dividend/Income investor | Mixed fit | While it holds dividend-paying stocks, the primary goal is capital appreciation rather than high current income. |
| Low-risk investor | Mixed fit | As an equity-heavy fund, it remains subject to standard market volatility, though active risk management provides some downside cushion. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for core large-cap exposure but who prefers the potential for active outperformance over rigid index tracking.
Suitability
CGUS is best suited for long-term investors holding the fund as part of a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity markets naturally experience price swings that can affect short-term portfolio values. |
| Market risk | Medium / high | The fund is fully invested in equities, making it sensitive to broad economic and market downturns. |
| Concentration | Low | The diversified nature of the multi-manager approach prevents over-reliance on a single sector or stock. |
| Tracking/expense | Low | Active management costs are transparent and competitive within the context of active, not passive, strategies. |
| Liquidity | Low | Underlying large-cap securities are highly liquid, ensuring the ETF remains tradable. |
| Business/sector quality | Low | The focus on high-quality companies with durable business models mitigates idiosyncratic business risk. |
Risk Analysis
Volatility
CGUS exhibits volatility generally consistent with the broader S&P 500, though active management may slightly dampen or exacerbate swings depending on the manager's defensive positioning.
Market Risk
The fund is inherently exposed to the systemic risks of the U.S. large-cap equity market, including valuation adjustments and economic cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 90 | Provides core exposure to established, large-scale companies that drive broad market performance. |
| Geography | Non-U.S. Developed Market Equities | 7 | Offers geographic diversification to capture global growth opportunities outside of the U.S. |
| Cash/collateral | Cash and Cash Equivalents | 3 | Provides liquidity for daily redemptions and opportunistic portfolio adjustments. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 38.47% | Avg. Invested days 80 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/15/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 15, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $11.80B |
| Issuer | Capital Group |
| Expense Ratio | 0.33% |
| Distribution Yield | 0.82% |
| Inception | Feb 22, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +11.40% |
| 1 Year | +14.05% |
| 3 Year | +20.79% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 12.98% |
| 3Y Volatility | 12.59% |
| 3Y Sharpe Ratio | 1.23 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 49.60% |
| Large Cap | 35.80% |
| Mid Cap | 12.32% |
| Small Cap | 0.99% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 41.93% |
| Communication Services | 10.55% |
| Consumer Cyclicals | 9.84% |
| Financial Services | 9.26% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.41x |
| Portfolio P/B | 4.98x |
| Portfolio P/S | 4.01x |
| Holdings Turnover | 34.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 7.42% |
| Microsoft | 6.79% |
| Broadcom | 5.39% |
| Amazon | 4.88% |
| Meta Platforms | 4.07% |
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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