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CGUS - ETF AI Analysis
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Capital Group Core Equity ETF (CGUS)
Rating:72Outperform
Price Target:―
Positive Factors
Large And Growing Fund Size
The ETF manages a very large pool of assets, which suggests strong investor interest and better trading liquidity.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, industrials, financials, consumer, and health care, which helps reduce the impact of weakness in any single area.
Mix Of Resilient And Strong Recent Holdings
Several top positions, such as Eli Lilly, RTX, Applied Materials, and Alphabet, have shown steady to strong recent performance, helping support the fund despite weakness in some other large tech names.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Underpressure In Key Mega-Cap Holdings
Some of the biggest positions, including Nvidia, Microsoft, Apple, Meta, and Broadcom, have recently shown weak performance, which can drag on overall returns.
High U.S. Concentration
The fund is overwhelmingly invested in U.S. companies, offering limited geographic diversification outside the United States.
CGUS vs. SPDR S&P 500 ETF (SPY)
AUM8.93B
RegionNorth America
Expense Ratio0.33%
Beta0.96
IssuerCapital Group
Inception DateFeb 22, 2022
Dividend Yield0.97%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,281,802
30 Day Avg. Volume1,141,909
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
49.85Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering69
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CGUS Summary
Capital Group Core Equity ETF (CGUS) is a U.S.-focused stock fund that aims to cover most of the overall market rather than track a single index. It mixes growth and value companies of different sizes, with a strong tilt toward technology and other major sectors. Well-known holdings include Nvidia and Microsoft, along with other large U.S. names. Someone might invest in CGUS for broad diversification and long-term growth in one simple fund. A key risk is that it is heavily invested in stocks, especially tech, so its price can rise and fall sharply with the stock market.
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 chip names, with Nvidia and Broadcom helping power the fund thanks to their rising momentum around AI, while Applied Materials has been a real engine lately as chip equipment demand heats up. On the flip side, Microsoft and Amazon have been losing a bit of steam, and Eli Lilly’s recent softness in health care has also taken some shine off. Overall, this is a U.S.-centric, tech-tilted portfolio where a handful of mega-cap innovators do much of the heavy lifting.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.79% | $605.15M | $4.45T | 58.45% | 76 Outperform | |
| Microsoft | 6.24% | $556.37M | $2.98T | 6.10% | 79 Outperform | |
| Broadcom | 5.49% | $489.48M | $1.59T | 75.57% | 76 Outperform | |
| Amazon | 4.51% | $402.41M | $2.25T | 8.07% | 71 Outperform | |
| Eli Lilly & Co | 3.71% | $330.80M | $921.90B | 21.90% | 72 Outperform | |
| Meta Platforms | 3.51% | $312.94M | $1.61T | 8.05% | 76 Outperform | |
| Apple | 3.38% | $301.72M | $3.75T | 21.98% | 79 Outperform | |
| RTX | 2.87% | $256.22M | $272.54B | 57.15% | 74 Outperform | |
| Alphabet Class A | 2.69% | $239.87M | $3.67T | 86.50% | 85 Outperform | |
| Applied Materials | 2.29% | $204.00M | $267.66B | 124.92% | 77 Outperform |
CGUS Technical Analysis
Negative
―
Price Trends
40.65
Negative
40.29
Negative
39.03
Positive
Market Momentum
-0.29
Positive
33.41
Neutral
23.74
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CGUS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 40.41, equal to the 50-day MA of 40.65, and equal to the 200-day MA of 39.03, indicating a neutral trend. The MACD of -0.29 indicates Positive momentum. The RSI at 33.41 is Neutral, neither overbought nor oversold. The STOCH value of 23.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CGUS.
CGUS Peer Comparison
Comparison Results
Performance Comparison
CGUS
Capital Group Core Equity ETF
39.17
5.60
16.68%
AKRE
Akre Focus ETF
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―
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QLTY
GMO U.S. Quality ETF
―
―
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DCOR
Dimensional US Core Equity 1 ETF
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―
―
APUE
ActivePassive U.S. Equity ETF
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―
―
TSPA
T. Rowe Price U.S. Equity Research 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.
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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