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Upturn AI SWOT - About
Capital Group International Equity ETF (CGIE)
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Upturn Advisory Summary
02/07/2025: CGIE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 4.34% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/07/2025 |
Key Highlights
Volume (30-day avg) 143903 | Beta - | 52 Weeks Range 27.01 - 30.69 | Updated Date 04/1/2025 |
52 Weeks Range 27.01 - 30.69 | Updated Date 04/1/2025 |
Upturn AI SWOT
Capital Group International Equity ETF
ETF Overview
Overview
The Capital Group International Equity ETF (CGXU) seeks to provide long-term capital appreciation by investing primarily in equity securities of companies located outside the United States. It employs an active management strategy, selecting stocks based on fundamental research and long-term investment horizons.
Reputation and Reliability
Capital Group is a well-established investment management firm with a long history and strong reputation for fundamental research and long-term investing.
Management Expertise
Capital Group has a highly experienced team of investment professionals dedicated to international equity investing, with a focus on bottom-up stock selection.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: Active management employing fundamental research to select individual stocks, aiming to outperform the broad international equity market.
Composition Primarily holds equity securities of companies located outside the United States across various sectors and market capitalizations.
Market Position
Market Share: CGXU has a moderate market share within the international equity ETF segment.
Total Net Assets (AUM): 141430000
Competitors
Key Competitors
- VEA
- IXUS
- ACWX
- VWO
Competitive Landscape
The international equity ETF market is highly competitive, with several large, established players offering broad market exposure at low costs. CGXU differentiates itself through active management, which may provide opportunities for outperformance but also introduces higher fees and tracking error. CGXU's active management approach is both an advantage, offering the potential for superior returns, and a disadvantage, as it incurs higher expense ratios compared to passively managed ETFs.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
The average daily trading volume is moderate, suggesting adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Global economic growth, currency fluctuations, geopolitical events, and interest rate policies in various countries can significantly affect CGXU's performance.
Growth Trajectory
CGXU's growth depends on its ability to attract assets through consistent outperformance and effective marketing. Changes to strategy may include adjustments to sector allocations or increased/decreased exposures to specific countries.
Moat and Competitive Advantages
Competitive Edge
CGXU's primary competitive advantage lies in Capital Group's active management expertise and long-term investment approach. The fund benefits from the firm's extensive global research network and disciplined stock selection process. Its focus on fundamental analysis and bottom-up investing can potentially generate alpha compared to passive index funds. CGXU's differentiation from low-cost passive funds rests on its active stock picking strategy and its ability to leverage Capital Group's global research infrastructure.
Risk Analysis
Volatility
Volatility is typical for international equity funds, influenced by global market fluctuations and currency risks.
Market Risk
Market risk includes exposure to economic downturns, political instability, and regulatory changes in foreign countries. Currency fluctuations can also significantly impact returns.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through international equity exposure and comfortable with the risks associated with active management.
Market Risk
CGXU is best suited for long-term investors with a moderate to high risk tolerance seeking active management in their international equity allocation.
Summary
CGXU is an actively managed international equity ETF from Capital Group, aiming for long-term capital appreciation by investing in non-US companies. Its success hinges on Capital Group's ability to generate alpha through stock selection, balancing higher expense ratios with potential outperformance. Investors should be aware of the risks associated with active management and international equity markets. The fund is suitable for long-term investors seeking active management and willing to accept moderate to high risk.
Similar Companies
ACWX
iShares MSCI ACWI ex U.S. ETF
ACWX
iShares MSCI ACWI ex U.S. ETF
IXUS
iShares Core MSCI Total International Stock ETF
IXUS
iShares Core MSCI Total International Stock ETF
SCHF
Schwab International Equity ETF
SCHF
Schwab International Equity ETF
SPDW
SPDR S&P World ex US
SPDW
SPDR S&P World ex US
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Capital Group Website
- ETF.com
- Morningstar
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. 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 International 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 issuers outside of the United States that the investment adviser believes have the potential for growth, many of which have the potential to pay dividends. Under normal market conditions, the fund will invest at least 80% of its net assets in equity securities, and at least 80% of its net assets in securities outside the United States. The fund is non-diversified.
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