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CGUS - ETF AI Analysis
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Capital Group Core Equity ETF (CGUS)
Rating:73Outperform
Price Target:
$44.00
Positive Factors
Strong Top Holdings
Several top positions, including Nvidia, Broadcom, and Microsoft, have delivered strong year-to-date gains, driving the fund’s overall performance.
Sector Diversification
The ETF is spread across multiple sectors, with significant exposure to Technology, Industrials, and Consumer Cyclical, reducing reliance on any single industry.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low, making it cost-effective compared to many actively managed ETFs.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, with over 95% exposure, limiting diversification across global markets.
Underperforming Holdings
Some holdings, such as Amazon and Apple, have shown weaker year-to-date performance, which may drag on overall returns.
Technology Overweight
With over 34% of the portfolio in Technology, the fund is highly exposed to potential volatility in this sector.
CGUS vs. SPDR S&P 500 ETF (SPY)
AUM7.81B
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. Volume1,260,848
30 Day Avg. Volume1,036,701
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
46.83Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering71
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CGUS Summary
The Capital Group Core Equity ETF (CGUS) is a fund designed to give investors exposure to a wide range of companies across different sectors and sizes, primarily in the U.S. It includes a mix of growth and value stocks, aiming for long-term growth. Some of its top holdings are well-known companies like Microsoft and Nvidia, which are leaders in the technology sector. This ETF is a good option for investors looking for diversification and a balanced approach to investing in the stock market. However, since it heavily invests in technology companies, its performance may be affected by fluctuations in the tech industry.
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
The Capital Group Core Equity ETF (CGUS) leans heavily into technology, with giants like Microsoft and Nvidia driving its performance thanks to their strong growth in AI and cloud services. Broadcom has also been a standout, riding a wave of positive momentum in the semiconductor space. However, Amazon and Meta have been more mixed, with Amazon facing challenges in its AWS margins and Meta grappling with regulatory hurdles. With its U.S.-focused portfolio and a tech-heavy tilt, CGUS is positioned to benefit from innovation but may feel the pinch if Big Tech falters.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 7.36% | $574.88M | $3.79T | 22.71% | 82 Outperform | |
| Nvidia | 7.13% | $557.03M | $4.62T | 35.69% | 85 Outperform | |
| Broadcom | 5.34% | $416.89M | $1.62T | 106.83% | 76 Outperform | |
| Amazon | 4.77% | $372.65M | $2.51T | 15.45% | 76 Outperform | |
| Apple | 3.97% | $309.74M | $4.03T | 17.30% | 80 Outperform | |
| Eli Lilly & Co | 3.94% | $307.36M | $969.28B | 40.99% | 76 Outperform | |
| Meta Platforms | 3.22% | $251.37M | $1.54T | 8.59% | 71 Outperform | |
| RTX | 2.98% | $232.65M | $235.40B | 48.12% | 75 Outperform | |
| JPMorgan Chase | 2.26% | $176.47M | $826.51B | 23.91% | 72 Outperform | |
| Alphabet Class A | 2.20% | $171.49M | $3.34T | 62.59% | 80 Outperform |
CGUS Technical Analysis
Neutral
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Price Trends
39.68
Negative
38.80
Positive
36.47
Positive
Market Momentum
0.05
Positive
42.29
Neutral
33.85
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CGUS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 40.05, equal to the 50-day MA of 39.68, and equal to the 200-day MA of 36.47, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 42.29 is Neutral, neither overbought nor oversold. The STOCH value of 33.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CGUS.
CGUS Peer Comparison
Comparison Results
Performance Comparison
CGUS
Capital Group Core Equity ETF
39.37
4.88
14.15%
AVUS
Avantis U.S. Equity ETF
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DFAU
Dimensional US Core Equity Market ETF
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QLTY
GMO U.S. Quality ETF
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RDVI
FT Cboe Vest Rising Dividend Achievers Target Income ETF
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DCOR
Dimensional US Core Equity 1 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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