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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
09/28/2026: CGUS (5-star) is currently NOT-A-BUY. Pass it for now.
Capital Group Core Equity ETF (CGUS) is an actively managed fund that focuses on long-term capital appreciation through high-conviction, fundamental U.S. large-cap stock selection. Its primary strength lies in Capital Group’s experienced multi-manager structure, which provides a research-driven alternative to standard index tracking at a competitive expense ratio. The fund is designed for long-term investors who want active management within a transparent, liquid ETF vehicle. Key risks include exposure to systematic market volatility and the possibility that active security selection may underperform the broader market. Investors should monitor the fund’s relative performance compared to passive benchmarks and ensure it aligns with their broader growth and risk tolerance objectives.
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 targets long-term capital appreciation, aligning well with growth-oriented investment goals. |
| Momentum investor | Mixed fit | While the fund can benefit from momentum, its focus on long-term fundamentals may cause it to underperform during short-term momentum-driven market surges. |
| Value investor | Strong fit while signal remains positive | The fund's fundamental approach often includes valuation discipline, making it suitable for those who prioritize long-term intrinsic value. |
| Dividend/Income investor | Mixed fit | This is primarily a growth-focused fund, so investors seeking high current income may find better alternatives elsewhere. |
| Low-risk investor | Weak fit | As an equity-heavy fund, it is subject to standard market volatility, which may not suit those prioritizing capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term capital appreciator who seeks active management but desires the intraday liquidity and transparency of an ETF.
Suitability
CGUS is best suited for long-term investors who believe in the potential of fundamental, active research to outperform passive indices over time.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are subject to market fluctuations that can impact the fund's price daily. |
| Market risk | High | General market declines will negatively impact the fund, as it is fully invested in equities. |
| Concentration | Medium | Although diversified, the fund's active bets on specific companies can lead to variance from benchmark performance. |
| Tracking/expense | Low | The fund does not target an index, so traditional tracking error is less relevant than active share risk. |
| Liquidity | Low | Large-cap stocks held by the fund are generally liquid, minimizing transaction cost concerns. |
| Business/sector quality | Medium | The fundamental selection process aims to minimize this risk, but individual company failures can still occur. |
Risk Analysis
Volatility
CGUS exhibits volatility consistent with the broad U.S. equity market, influenced by its high-conviction stock positions.
Market Risk
As a 100% equity fund, CGUS is fully exposed to systematic risks that affect the U.S. large-cap equity market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 97 | This allocation provides the core growth engine of the fund through established, market-leading U.S. companies. |
| Cash/collateral | Cash and Cash Equivalents | 3 | The fund maintains a small cash position for operational liquidity and to capitalize on opportunistic buying. |
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 PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $11.98B |
| Issuer | Capital Group |
| Expense Ratio | 0.33% |
| Distribution Yield | 0.82% |
| Inception | Feb 22, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +12.10% |
| 1 Year | +15.91% |
| 3 Year | +22.22% |
| 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 | 50.53% |
| Large Cap | 35.25% |
| Mid Cap | 11.91% |
| Small Cap | 0.97% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 42.51% |
| Communication Services | 11.12% |
| Consumer Cyclicals | 9.43% |
| Financial Services | 8.93% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.5x |
| Portfolio P/B | 5.05x |
| Portfolio P/S | 4.1x |
| Holdings Turnover | 34.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 7.61% |
| Microsoft | 7.03% |
| Broadcom | 5.23% |
| Amazon | 4.71% |
| Meta Platforms | 4.70% |
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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