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Upturn AI SWOT - About
Capital Group U.S. Multi-Sector Income ETF (CGMS)
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Upturn Advisory Summary
01/16/2025: CGMS (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
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 7.77% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 01/16/2025 |
Key Highlights
Volume (30-day avg) 695721 | Beta - | 52 Weeks Range 25.00 - 27.49 | Updated Date 04/1/2025 |
52 Weeks Range 25.00 - 27.49 | Updated Date 04/1/2025 |
Upturn AI SWOT
Capital Group U.S. Multi-Sector Income ETF
ETF Overview
Overview
The Capital Group U.S. Multi-Sector Income ETF (CGMU) is an actively managed ETF focusing on generating income by investing across various U.S. fixed income sectors. It aims to provide a diversified portfolio of income-producing securities with a focus on both capital preservation and income generation.
Reputation and Reliability
Capital Group is a well-established global investment management firm with a long history and strong reputation in the industry.
Management Expertise
Capital Group has a team of experienced investment professionals specializing in fixed income and multi-sector investing, ensuring adept portfolio management.
Investment Objective
Goal
To seek a high level of current income, with a secondary objective of capital appreciation.
Investment Approach and Strategy
Strategy: CGMU is actively managed and does not track a specific index. It seeks to outperform its benchmark through active security selection and sector allocation.
Composition The ETF invests primarily in a diversified portfolio of U.S. fixed income securities, including corporate bonds, government bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: Insufficient data to accurately determine CGMU's specific market share in its sector.
Total Net Assets (AUM): 285300000
Competitors
Key Competitors
- PIMCO Active Bond ETF (BOND)
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The multi-sector income ETF market is highly competitive. CGMU differentiates itself through active management by Capital Group, while competitors like AGG and BND offer broad market exposure at lower expense ratios. BOND is another active competitor. CGMU's active management approach might generate higher returns but also involves higher risk and fees.
Financial Performance
Historical Performance: Insufficient data available to accurately provide historical performance data.
Benchmark Comparison: Insufficient data available to accurately compare the ETFu2019s performance to its benchmark index.
Expense Ratio: 0.43
Liquidity
Average Trading Volume
The average trading volume for CGMU is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and overall market sentiment influence CGMU's performance.
Growth Trajectory
As a relatively new ETF, CGMU's growth trajectory depends on its ability to deliver consistent income and capital appreciation in various market conditions. Strategy and holdings reflect Capital Group's active management expertise.
Moat and Competitive Advantages
Competitive Edge
CGMU's primary advantage lies in Capital Group's active management capabilities and its global expertise in fixed income investing. Capital Group's experienced portfolio managers aim to generate alpha through strategic sector allocation and security selection. The fund benefits from Capital Group's extensive research resources and risk management framework. By actively adjusting its portfolio composition, CGMU seeks to outperform passive benchmark indexes and deliver superior risk-adjusted returns. CGMU also incorporates ESG considerations.
Risk Analysis
Volatility
CGMU's volatility depends on the specific composition of its fixed income holdings and prevailing market conditions.
Market Risk
Specific risks include interest rate risk, credit risk, and liquidity risk, inherent to fixed income securities.
Investor Profile
Ideal Investor Profile
CGMU is suitable for income-seeking investors who are comfortable with active management and are looking for diversified exposure to the U.S. fixed income market.
Market Risk
CGMU is suitable for long-term investors seeking income, as well as those looking for a complement to equity holdings to reduce overall portfolio volatility.
Summary
The Capital Group U.S. Multi-Sector Income ETF (CGMU) is an actively managed income-focused ETF that invests across various U.S. fixed income sectors. It leverages Capital Group's expertise in fixed income investing to generate income and capital appreciation. It is suitable for income-seeking investors comfortable with active management and the inherent risks of fixed income securities. Its expense ratio is 0.43%, and it aims to outperform passive benchmarks through strategic sector allocation and security selection.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
BND
Vanguard Total Bond Market Index Fund ETF Shares
BND
Vanguard Total Bond Market Index Fund ETF Shares
BOND
PIMCO Active Bond Exchange-Traded Fund
BOND
PIMCO Active Bond Exchange-Traded Fund
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
MUB
iShares National Muni Bond ETF
MUB
iShares National Muni Bond ETF
Sources and Disclaimers
Data Sources:
- Capital Group Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data is based on available data and may not be fully accurate.
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 U.S. Multi-Sector Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its assets in the securities of issuers domiciled within the United States. The fund invests primarily in bonds and other debt instruments, which may be represented by derivatives. In seeking to achieve a high level of current income, the fund invests in a broad range of debt securities across the credit spectrum. The fund may invest in debt securities of any maturity or duration. The fund is non-diversified.
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