CGGR - ETF AI Analysis

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Capital Group Growth ETF (CGGR)

Rating:69Neutral

Price Target:―

CGGR’s rating reflects a high-quality growth portfolio led by major technology and AI-focused companies like Alphabet (GOOG/GOOGL) and Microsoft, whose strong financial performance and strategic investments in cloud and AI drive much of the fund’s strength. Other large positions such as Nvidia, Meta, and Broadcom further support the rating through solid earnings and growth prospects, though many of these names trade at premium valuations, which is a key risk. The fund is also heavily tilted toward tech and AI-related businesses, so investors should be aware of sector concentration and sensitivity to shifts in sentiment around high-growth, high-valuation stocks.

Positive Factors

Large, Established Growth Holdings

The ETF’s biggest positions are in well-known growth companies, which can help drive long-term performance when growth stocks are in favor.

Sector Diversification Across Growth Areas

Holdings spread across technology, communication services, consumer cyclical, health care, and industrials help reduce the impact if any one growth sector struggles.

Strong Size and Scale

The fund manages a large pool of assets, which can support liquidity and trading efficiency for everyday investors.

Negative Factors

Heavy U.S. Concentration

With the vast majority of assets in U.S. companies, the fund offers limited diversification across global markets.

Growth and Tech Tilt

A large weight in technology and other growth sectors means the ETF can be more sensitive to market swings and sentiment toward growth stocks.

Recent Weakness in Several Top Holdings

Some of the largest positions have shown weak year-to-date performance, which has contributed to the fund’s slightly negative recent returns.

CGGR vs. SPDR S&P 500 ETF (SPY)

AUM19.96B

RegionNorth America

Expense Ratio0.39%

Beta1.21

IssuerCapital Group

Inception DateFeb 22, 2022

Dividend Yield0.1%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume2,970,347

30 Day Avg. Volume3,184,468

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

53.42

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering106

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

CGGR Summary

Capital Group Growth ETF (CGGR) is an actively managed fund that focuses on growth companies across the whole U.S. stock market, from smaller up-and-comers to large, well-known names. It leans heavily toward technology and communication services and holds major companies like Microsoft, Meta Platforms (Facebook), and Tesla. Someone might invest in CGGR if they want long-term growth potential and a diversified basket of innovative businesses instead of picking individual stocks. A key risk is that, because it is concentrated in growth and tech-related companies, its price can rise and fall more sharply than the overall market.

How much will it cost me?The Capital Group Growth ETF (CGGR) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, meaning professional managers select stocks rather than following a preset index. Active management often involves more research and trading, which can increase costs.

What would affect this ETF?The Capital Group Growth ETF (CGGR) could benefit from continued innovation and strong performance in the technology and communication services sectors, which make up a significant portion of its holdings. However, it may face challenges if interest rates rise or if economic conditions weaken, as growth-focused companies like those in CGGR's portfolio can be more sensitive to these factors. Additionally, regulatory changes affecting major tech companies like Meta, Tesla, or Nvidia could impact the ETF's performance.

CGGR Top 10 Holdings

CGGR is leaning hard into U.S. growth stories, with a clear tech-and-AI heartbeat. Micron is the current star, surging on AI memory demand and giving the fund a welcome lift, while Alphabet’s twin share classes and Amazon are also pulling their weight with steady to rising trends. On the flip side, big anchors like Meta, Microsoft, Tesla, and Broadcom have been losing steam lately, acting as a drag. Overall, the ETF is concentrated in mega-cap U.S. tech and communication names, so its ride largely follows the mood of Big Tech.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
META	Meta Platforms	7.85%	$1.56B	$1.63T	-5.67%	76 Outperform
TSLA	Tesla	5.99%	$1.19B	$1.54T	21.88%	73 Outperform
NVDA	Nvidia	5.47%	$1.08B	$4.57T	39.78%	76 Outperform
AVGO	Broadcom	4.47%	$886.86M	$1.58T	52.74%	76 Outperform
MSFT	Microsoft	3.96%	$785.15M	$2.97T	-2.39%	79 Outperform
MU	Micron	3.22%	$637.55M	$473.78B	304.49%	79 Outperform
GOOG	Alphabet Class C	3.14%	$621.83M	$3.67T	67.18%	82 Outperform
GOOGL	Alphabet Class A	2.95%	$585.34M	$3.67T	68.57%	85 Outperform
	―	2.51%	$496.85M	―	―	―
TDG	Transdigm Group	2.20%	$435.19M	$74.28B	1.34%	69 Neutral

CGGR Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

44.33

Negative

100DMA

44.15

Negative

200DMA

42.38

Positive

Market Momentum

MACD

-0.48

Positive

RSI

41.87

Neutral

STOCH

44.53

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CGGR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 43.77, equal to the 50-day MA of 44.33, and equal to the 200-day MA of 42.38, indicating a neutral trend. The MACD of -0.48 indicates Positive momentum. The RSI at 41.87 is Neutral, neither overbought nor oversold. The STOCH value of 44.53 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CGGR.

CGGR Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
CGGR	―	―	$19.96B	0.39%	―
DFAC	―	―	$41.82B	0.17%	―
DYNF	―	―	$32.35B	0.26%	―
CGDV	―	―	$30.13B	0.33%	―
DFUS	―	―	$18.26B	0.09%	―
DFUV	―	―	$13.82B	0.21%	―

Performance Comparison

CGGR

Capital Group Growth ETF

43.04

5.27

13.95%

DFAC

Dimensional U.S. Core Equity 2 ETF

―

DYNF

BlackRock U.S. Equity Factor Rotation ETF

―

CGDV

Capital Group Dividend Value ETF

―

DFUS

Dimensional U.S. Equity ETF

―

DFUV

Dimensional US Marketwide Value ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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