CGUS - ETF AI Analysis
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Capital Group Core Equity ETF (CGUS)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Growth Companies in Top Holdings
Several major positions like Nvidia, Broadcom, Amazon, Alphabet, and Applied Materials have shown strong year-to-date performance, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, financials, industrials, consumer companies, and health care, which helps reduce reliance on any single industry.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in technology stocks, the ETF is sensitive to swings in the tech sector.
High U.S. Market Concentration
Most of the fund’s assets are invested in U.S. companies, offering limited geographic diversification outside the United States.
Mixed Performance Among Top Holdings
Some large positions such as Microsoft, Eli Lilly, and Apple have shown weaker year-to-date results, which can offset gains from stronger holdings.
CGUS vs. SPDR S&P 500 ETF (SPY)
AUM11.07B
RegionNorth America
Expense Ratio0.33%
Beta0.96
IssuerCapital Group
Inception DateFeb 22, 2022
Dividend Yield0.83%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume896,587
30 Day Avg. Volume1,056,417
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
53.29Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering68
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CGUS Summary
The Capital Group Core Equity ETF (CGUS) is an actively managed fund that aims to give you broad exposure to the U.S. stock market, mixing both growth and value companies of different sizes. It leans heavily toward technology and other major sectors, with well-known holdings like Microsoft and Amazon. Someone might consider CGUS for long-term growth and built-in diversification across many industries in a single investment. However, because it invests mostly in stocks and has a large tilt toward tech, its value can rise and fall significantly with market swings and changes in the tech sector.
How much will it cost me?The Capital Group Core Equity ETF (CGUS) has an expense ratio of 0.33%, which means you’ll pay $3.30 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, meaning professional managers select stocks to try to outperform the market. Active management often comes with higher costs compared to passively managed funds that simply track an index.
What would affect this ETF?The Capital Group Core Equity ETF (CGUS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Microsoft and Nvidia. However, potential risks include economic slowdowns or rising interest rates, which could negatively impact growth stocks and sectors like consumer cyclical and financials. Additionally, regulatory changes targeting major tech firms could pose challenges for the ETF's largest holdings.
CGUS Top 10 Holdings
CGUS is leaning heavily on U.S. Big Tech and chipmakers, with Nvidia, Broadcom, and Applied Materials doing most of the heavy lifting as the AI and semiconductor story keeps humming along. TSMC and Eli Lilly add extra spark, giving the fund a mix of cutting-edge chips and steady healthcare growth. On the flip side, Microsoft, Meta, and Amazon have been losing a bit of steam lately, acting as a mild brake rather than a full-on drag. Overall, this is a U.S.-centric, tech-tilted fund with a clear AI and cloud backbone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.61% | $732.67M | $5.10T | 44.72% | 76 Outperform | |
| Broadcom | 5.37% | $595.13M | $1.96T | 54.52% | 76 Outperform | |
| Microsoft | 5.24% | $580.18M | $2.82T | -24.42% | 79 Outperform | |
| Amazon | 4.66% | $516.59M | $2.63T | 11.66% | 71 Outperform | |
| Eli Lilly & Co | 4.02% | $445.54M | $1.03T | 43.01% | 72 Outperform | |
| Meta Platforms | 3.66% | $405.88M | $1.47T | -19.28% | 76 Outperform | |
| Applied Materials | 3.45% | $382.24M | $489.96B | 272.28% | 77 Outperform | |
| Alphabet Class A | 3.22% | $356.37M | $4.46T | 111.68% | 85 Outperform | |
| TSMC | 2.61% | $288.76M | $1.97T | 122.36% | 81 Outperform | |
| Apple | 2.39% | $264.54M | $4.38T | 47.40% | 79 Outperform |
CGUS Technical Analysis
Positive
―
Price Trends
43.44
Positive
41.70
Positive
40.78
Positive
Market Momentum
0.26
Negative
58.06
Neutral
77.16
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CGUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.77, equal to the 50-day MA of 43.44, and equal to the 200-day MA of 40.78, indicating a bullish trend. The MACD of 0.26 indicates Negative momentum. The RSI at 58.06 is Neutral, neither overbought nor oversold. The STOCH value of 77.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CGUS.
CGUS Peer Comparison
Comparison Results
Performance Comparison
CGUS
Capital Group Core Equity ETF
44.43
7.57
20.54%
DFAC
Dimensional U.S. Core Equity 2 ETF
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DYNF
BlackRock U.S. Equity Factor Rotation ETF
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DFUS
Dimensional U.S. Equity ETF
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AVUS
Avantis U.S. Equity ETF
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DFAU
Dimensional US Core Equity Market ETF
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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.
DisclaimerThis 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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