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Upturn AI Summary
Capital Group International Focus Equity ETF(CGXU)
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 CGXU
10/02/2026: CGXU (5-star) is a SELL. SELL for 2 days. Simulated Profits (8.12%). Updated daily EoD!
Capital Group International Focus Equity ETF (CGXU) provides active exposure to high-potential equity markets outside the United States, utilizing Capital Group’s renowned multi-manager research approach. Its core strength lies in institutional-grade active management, offering a distinct alternative to the massive, low-cost passive index funds that dominate the international equity space. While it is an excellent tool for investors seeking potential alpha, it carries higher management costs and the inherent risks of international investing, including currency volatility and geopolitical uncertainty. It is best suited for long-term investors who prioritize active stock selection over passive tracking, though success depends on the management team's ability to consistently beat market benchmarks.
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 focuses on long-term capital appreciation through high-quality international equities. |
| Momentum investor | Mixed fit | Active management may not always align with short-term momentum signals in international markets. |
| Value investor | Mixed fit | The portfolio contains a blend of growth and value holdings based on fundamental research. |
| Dividend/Income investor | Mixed fit | While many holdings pay dividends, the primary objective is capital appreciation rather than income generation. |
| Low-risk investor | Weak fit | International equity exposure involves inherent currency and market volatility risks that may not suit conservative investors. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital growth who want active management exposure to international markets and are comfortable with higher fees than passive alternatives.
Suitability
Best suited for long-term investors looking to diversify their portfolio globally through an active, research-driven approach.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International stocks are subject to global economic cycles and periodic market turbulence. |
| Market risk | High | Broad exposure to foreign markets introduces systematic risk from political and economic events. |
| Concentration | Medium | Active management can lead to sector or country weights that deviate from global benchmarks. |
| Tracking/expense | Low | As an active fund, it does not aim to track an index, but higher expenses relative to passive funds can impact total returns. |
| Liquidity | Low | The underlying assets are generally liquid, though some emerging market holdings may occasionally face liquidity constraints. |
| Business/sector quality | Medium | Reliance on fundamental research means the fund is exposed to the quality of the individual companies selected. |
Risk Analysis
Volatility
CGXU exhibits volatility consistent with international equity markets, influenced by currency shifts and regional economic data.
Market Risk
The primary risk stems from exposure to foreign political environments, regulatory changes, and economic policies that differ from U.S. norms.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (Europe, Pacific) | 65 | Provides broad exposure to established economies and multinational corporations outside the U.S. |
| Geography | Emerging Markets | 25 | Offers growth potential by investing in rapidly developing economies. |
| Cash/collateral | Cash and Equivalents | 10 | Maintains liquidity for tactical allocation and portfolio operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 13.2% | Avg. Invested days 61 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $6.89B |
| Issuer | Capital Group |
| Expense Ratio | 0.54% |
| Distribution Yield | 4.82% |
| Inception | Feb 22, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +19.82% |
| 1 Year | +26.45% |
| 3 Year | +20.24% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 18.53% |
| 3Y Volatility | 15.13% |
| 3Y Sharpe Ratio | 0.88 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 61.41% |
| Large Cap | 22.73% |
| Mid Cap | 6.06% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 25.65% |
| Industrials | 15.09% |
| Basic Materials | 13.38% |
| Financial Services | 13.03% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 15.73x |
| Portfolio P/B | 2.7x |
| Portfolio P/S | 2.81x |
| Holdings Turnover | 21.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Taiwan Semiconductor Manufacturing | 6.66% |
| Softbank Group | 5.82% |
| First Quantum Minerals | 5.33% |
| Samsung Electronics | 2.99% |
| Recruit Holdings | 2.77% |
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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