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Upturn AI SWOT - About
Capital Group Conservative Equity ETF (CGCV)
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Upturn Advisory Summary
03/27/2025: CGCV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental 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 -6.98% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 123841 | Beta - | 52 Weeks Range 24.66 - 28.28 | Updated Date 03/27/2025 |
52 Weeks Range 24.66 - 28.28 | Updated Date 03/27/2025 |
Upturn AI SWOT
Capital Group Conservative Equity ETF
ETF Overview
Overview
The Capital Group Conservative Equity ETF (CGCE) seeks to provide long-term capital appreciation with lower volatility than the broad market by investing in a diversified portfolio of primarily U.S. equities.
Reputation and Reliability
Capital Group is a well-established and reputable investment management firm with a long history of managing assets for institutional and individual investors.
Management Expertise
Capital Group's management team comprises seasoned investment professionals with extensive experience in equity research, portfolio management, and risk management.
Investment Objective
Goal
To provide long-term capital appreciation while maintaining lower volatility than the broad market.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting stocks based on fundamental analysis and risk considerations.
Composition The ETF primarily holds U.S. equities, diversified across various sectors and market capitalizations.
Market Position
Market Share: Data not available to calculate precise market share.
Total Net Assets (AUM): Data not available.
Competitors
Key Competitors
- IVV
- SPY
- VTV
- SCHD
Competitive Landscape
The ETF market for conservative equity strategies is competitive. CGCE's active management approach aims to outperform passive strategies, but carries higher expense ratios and the risk of underperformance. Passive ETFs like IVV and SPY offer broader market exposure at lower cost, while VTV and SCHD have a value or dividend focus.
Financial Performance
Historical Performance: Historical financial data not available to retrieve and properly present.
Benchmark Comparison: Benchmark comparison is not available without prior historical data.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Trading volume data is not available, making an accurate assessment of liquidity challenging.
Bid-Ask Spread
Bid-ask spread details are not available, impacting the ability to assess trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, and market conditions affect CGCE, as the fund invests primarily in equities and is thus sensitive to market fluctuations. The ETF's conservative approach aims to mitigate downside risk during market downturns.
Growth Trajectory
Growth trends for CGCE are influenced by the performance of its underlying equity holdings and the effectiveness of its active management strategy. Changes in strategy or holdings are influenced by the economic outlook.
Moat and Competitive Advantages
Competitive Edge
CGCE aims to provide a smoother investment experience by focusing on companies with strong fundamentals and lower volatility. Capital Group's expertise in fundamental analysis and active management could be a competitive advantage. Their investment approach strives to balance growth and downside protection. This focus can attract investors looking for stability in their equity allocations.
Risk Analysis
Volatility
Volatility assessment requires historical trading data, which is unavailable.
Market Risk
CGCE faces market risk as its underlying assets are primarily equities. Economic downturns, geopolitical events, and changes in investor sentiment can impact the ETF's value. The ETF's conservative strategy may help mitigate this risk but does not eliminate it.
Investor Profile
Ideal Investor Profile
The ideal investor for CGCE is a long-term investor seeking capital appreciation with lower volatility compared to the broader market. Investors who are risk-averse or nearing retirement might find this ETF suitable.
Market Risk
CGCE is best suited for long-term investors or those seeking a balance between growth and risk mitigation. It may not be suitable for active traders or those seeking aggressive growth.
Summary
Capital Group Conservative Equity ETF aims to provide long-term capital appreciation with lower volatility than the broad market. It employs an active management strategy focused on fundamental analysis and risk considerations. Investors who are risk-averse or nearing retirement might find this ETF suitable. While, it is best suited for long-term investors or those seeking a balance between growth and risk mitigation.
Similar Companies
- VTV
- SCHD
- USMV
- SPLV
Sources and Disclaimers
Data Sources:
- Capital Group Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share values of competitors were extracted from publically available websites.
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 Conservative Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. Under normal market conditions, the fund will invest at least 80% of its net assets in common stocks and other equity-type securities. The fund invests primarily in the United States and Canada. The fund is non-diversified.
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