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Upturn AI SWOT - About
Capital Group Core Equity ETF (CGUS)
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Upturn Advisory Summary
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 38.51% | Avg. Invested days 73 | 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 08/14/2025 |
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) offers investors access to a broad portfolio of U.S. equities, blending growth and value stocks to provide a core equity exposure.
Reputation and Reliability
Capital Group is a well-established and reputable investment management firm with a long history.
Management Expertise
Capital Group is known for its experienced investment professionals and a team-based approach to portfolio management.
Investment Objective
Goal
To provide long-term capital appreciation by investing in a diversified portfolio of U.S. equities.
Investment Approach and Strategy
Strategy: CGUS does not track a specific index but utilizes an active management strategy to select and weight securities.
Composition The ETF primarily holds U.S. common stocks across various market capitalizations and sectors.
Market Position
Market Share: Data not readily available; Capital Group is a new player in the ETF space.
Total Net Assets (AUM): Information on the exact AUM is dynamically updated. Check current market data. Example AUM: 1000000000.0
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF industry is highly competitive. CGUS benefits from Capital Group's established reputation. However, it must compete with larger, more established ETFs with greater liquidity and lower expense ratios. A disadvantage may be its relatively higher expense ratio compared to the largest passive ETFs.
Financial Performance
Historical Performance: Historical performance data is limited due to the relative recency of the ETF. Check current market data for the latest performance figures. Example Performance data: [0.10, 0.15, 0.20]
Benchmark Comparison: Benchmarking the ETF against a broad market index like the S&P 500 is useful for evaluating its performance. Check current market data for benchmark comparisons.
Expense Ratio: 0.33
Liquidity
Average Trading Volume
Average trading volume depends on fund AUM and investor interest, and it should be checked regularly with financial data sources to determine how easily shares can be bought and sold.
Bid-Ask Spread
The bid-ask spread will vary depending on trading volume and market conditions but provides an indication of the cost of executing a trade; a tighter bid-ask spread provides favorable execution prices.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events all influence the performance of U.S. equities and, therefore, the CGUS ETF.
Growth Trajectory
The growth trajectory depends on market conditions and the ETF's ability to deliver competitive returns. It will vary depending on stock selection and broad market trends.
Moat and Competitive Advantages
Competitive Edge
CGUS leverages Capital Group's active management expertise and a multi-manager approach, potentially leading to superior stock selection. Capital Groupu2019s experienced investment professionals may identify undervalued opportunities. However, active management involves higher fees, and the success of the ETF depends on the manager's ability to outperform the market. The ETF also benefits from Capital Group's strong reputation.
Risk Analysis
Volatility
Volatility is tied to the overall stock market and the specific holdings of the ETF. Consult financial data and compare the ETFu2019s beta to market indices.
Market Risk
As an equity ETF, CGUS is subject to market risk, meaning the value of its holdings can decline due to broad market downturns, economic recessions, or geopolitical events. Specific sectors that CGUS is overweight in may pose additional risk.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure to the U.S. equity market with the potential for long-term capital appreciation. They may be willing to pay a slightly higher expense ratio for active management.
Market Risk
Suitable for long-term investors who prioritize capital appreciation and diversification over short-term gains. It would be suited to investors who wish for exposure to the US stock market.
Summary
The Capital Group Core Equity ETF (CGUS) offers diversified exposure to the U.S. equity market through an actively managed approach. It benefits from Capital Group's reputation and investment expertise, potentially leading to outperformance. However, its relatively higher expense ratio and recent inception should be considered. The ETF suits long-term investors looking for capital appreciation with an actively managed core equity holding, although AUM is low at present.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Capital Group Website
- ETF.com
- Morningstar
- SEC Filings
Disclaimers:
Data and analysis are for informational purposes only and should not be considered investment advice. 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 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.