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Upturn AI SWOT - About
Capital Group Core Equity ETF (CGUS)
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Upturn Advisory Summary
06/27/2025: CGUS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 31.85% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.91 | 52 Weeks Range 28.95 - 36.93 | Updated Date 06/29/2025 |
52 Weeks Range 28.95 - 36.93 | Updated Date 06/29/2025 |
Upturn AI SWOT
Capital Group Core Equity ETF
ETF Overview
Overview
The Capital Group Core Equity ETF (CGUS) is an actively managed fund that aims to provide long-term capital appreciation by investing primarily in a diversified portfolio of U.S. equities. It focuses on companies with strong fundamentals and growth potential.
Reputation and Reliability
Capital Group is a well-established investment management firm with a long history and strong reputation.
Management Expertise
The ETF is managed by experienced investment professionals with a deep understanding of the U.S. equity market.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed fund focusing on U.S. equities with strong fundamentals.
Composition Primarily stocks, specifically U.S. equities across various sectors.
Market Position
Market Share: CGUS holds a relatively small market share compared to the largest equity ETFs.
Total Net Assets (AUM): 279000000
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF industry is highly competitive. CGUS faces competition from passively managed index funds and other actively managed equity ETFs. CGUS differentiates itself through Capital Group's active management approach and fundamental research. However, it has a smaller AUM compared to its competitors.
Financial Performance
Historical Performance: Historical performance data unavailable as of the time of this response.
Benchmark Comparison: Benchmark comparison data unavailable as of the time of this response.
Expense Ratio: 0.33
Liquidity
Average Trading Volume
The average trading volume of CGUS is moderately active, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight for CGUS, minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events influence the performance of CGUS.
Growth Trajectory
CGUS's growth depends on its ability to generate alpha through active management and attract investors.
Moat and Competitive Advantages
Competitive Edge
CGUS benefits from Capital Group's established reputation, extensive research capabilities, and active management approach. Its bottom-up stock selection process focuses on identifying companies with strong fundamentals and sustainable growth potential. The active management may provide opportunities to outperform passive strategies during certain market conditions. However, active management also entails higher expense ratios compared to passive index funds.
Risk Analysis
Volatility
Volatility data unavailable as of the time of this response.
Market Risk
CGUS is subject to market risk, which is the risk that the overall market declines, negatively impacting the ETF's value.
Investor Profile
Ideal Investor Profile
CGUS is suitable for investors seeking long-term capital appreciation through a diversified portfolio of U.S. equities and who are comfortable with active management.
Market Risk
CGUS is best suited for long-term investors.
Summary
The Capital Group Core Equity ETF (CGUS) offers investors exposure to a diversified portfolio of U.S. equities through an active management strategy. Capital Group's established reputation and research capabilities contribute to its appeal. The fund aims for long-term capital appreciation but faces competition from larger, passively managed ETFs. Investors should consider their risk tolerance and investment goals before investing. Although offering potential for outperformance, the active management strategy also leads to a higher expense ratio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Capital Group Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share and performance data may vary and is subject to change. Data as of the time of this response. Actively managed funds do not have guaranteed performance, and past results do not indicate future performance.
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 Core Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in common stocks of companies that the investment adviser believes demonstrate the potential for appreciation and/or dividends. The fund normally invests at least 80% of its assets in equity securities. It may invest up to 15% of its assets, at the time of purchase, in securities of issuers domiciled outside the United States. The fund is designed for investors seeking both capital appreciation and income. It 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.