Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Capital Group Core Equity ETF (CGUS)
Top performer
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/05/2025: CGUS (4-star) is a STRONG-BUY. BUY since 123 days. Simulated Profits (15.69%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 44.08% | Avg. Invested days 82 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 ETF that aims to provide long-term capital appreciation by investing primarily in a diversified portfolio of U.S. equity securities. It focuses on companies with strong fundamentals and long-term growth potential.
Reputation and Reliability
Capital Group is a well-established investment management firm with a long history and strong reputation. They are known for their fundamental research and long-term investment approach.
Management Expertise
Capital Group utilizes a multi-manager system, with experienced portfolio managers responsible for different portions of the ETF's assets, leveraging diverse perspectives.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed, focusing on fundamental research to identify companies with attractive long-term growth prospects.
Composition Primarily U.S. equities, with a focus on large and mid-cap companies.
Market Position
Market Share: CGUS has a moderate market share within the actively managed core equity ETF category.
Total Net Assets (AUM): 3260000000
Competitors
Key Competitors
- IVV
- SPY
- VOO
Competitive Landscape
The ETF industry is highly competitive. CGUS faces competition from both passively managed index ETFs and other actively managed funds. CGUS's advantage lies in its active management approach and the Capital Group's reputation for fundamental research, but it has a higher expense ratio than passively managed competitors. CGUS is significantly smaller than its passive competitors and smaller than many active funds.
Financial Performance
Historical Performance: Historical performance data is available but not included here as it requires dynamic data retrieval.
Benchmark Comparison: The ETF's performance should be compared to a broad market index such as the S&P 500 to gauge its effectiveness.
Expense Ratio: 0.33
Liquidity
Average Trading Volume
CGUS exhibits a moderate average trading volume, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for CGUS is typically tight, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, inflation, and geopolitical events can all impact CGUS's performance. Sector-specific trends within the U.S. equity market are also important.
Growth Trajectory
CGUS's growth trajectory depends on its ability to attract assets by delivering competitive risk-adjusted returns compared to its peers and benchmarks. Strategy and holdings reflect market opportunities and Capital Group's investment outlook.
Moat and Competitive Advantages
Competitive Edge
CGUS benefits from Capital Group's multi-manager system, which leverages diverse investment perspectives and fundamental research capabilities. The active management approach aims to outperform passive benchmarks by identifying undervalued companies with long-term growth potential. Its focus on companies with strong fundamentals provides a degree of downside protection. The Capital Group's reputation for long-term investing and risk management also gives CGUS a competitive edge.
Risk Analysis
Volatility
CGUS's volatility will depend on the volatility of its underlying equity holdings. Expect fluctuations in line with the broader market.
Market Risk
The ETF is subject to market risk, meaning that its value can decline due to adverse market conditions or negative news impacting its underlying holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through a diversified portfolio of U.S. equities and who is comfortable with active management and its associated fees.
Market Risk
CGUS is suitable for long-term investors who are seeking moderate growth and are comfortable with market fluctuations. It is not ideal for active traders seeking short-term gains.
Summary
The Capital Group Core Equity ETF (CGUS) offers investors access to a diversified portfolio of U.S. equities, actively managed by Capital Group's experienced team. The ETF seeks to provide long-term capital appreciation and its success hinges on its ability to outperform benchmark indexes. The active management strategy and multi-manager system are key differentiators in a competitive market. CGUS is most suitable for long-term investors seeking exposure to the U.S. equity market with a focus on fundamental strength.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Capital Group's website
- ETF.com
- Bloomberg
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the possible loss of principal.
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.