Stock Scorer
CGCV

Capital Group Conservative Equity ETF

1 year +11.9%
Assets$2.15BCapital Group
Fee0.31%a year
Yield1.7%
This year+9.6%
5 years–a year on average
Components72top 10: 33%

Returns

This year +9.6% 1 year +11.9% 3 years, yearly – 5 years, yearly – 10 years, yearly –

The fund's own total return. Volatility 10.6% over one year, 0.0% over three; Sharpe ratio over three years 0.00.

Sectors

Technology26.5%
Healthcare13.5%
Consumer Defensive11.7%
Financial Services11.2%
Industrials9.8%
Consumer Cyclicals7.8%
Utilities6.8%
Energy5.2%
Communication Services4.5%
Basic Materials2.7%
Real Estate1.6%

Regions

North America96.2%
United Kingdom2.1%
Asia Developed1.8%
Europe Developed0.9%

Asset classes

Stock US96.5%
Stock non-US6.0%
Cash1.7%

About the fund

Issuer
Capital Group
Since
2024-06-25
Listed on
NYSE ARCA
ISIN
US14020U1007

The fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. Under normal market conditions, the fund will invest at least 80% of its net assets in common stocks and other equity-type securities. The fund invests primarily in the United States and Canada. The fund is non-diversified.

From the market data provider's fund data, read 2026-10-20. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.