CGGR - ETF AI Analysis
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Capital Group Growth ETF (CGGR)
CGGR’s rating reflects a high-quality growth portfolio led by major tech names like Alphabet, Microsoft, Apple, and Nvidia, whose strong financial performance, profitability, and strategic focus on AI and cloud services support the fund’s overall strength. Some holdings, such as Meta, Visa, and Nvidia, face risks from high valuations, mixed or bearish technical signals, and regulatory or geopolitical challenges, which slightly temper the fund’s appeal. The main risk factor is CGGR’s heavy concentration in large technology and AI-related companies, making it sensitive to sector downturns and shifts in market sentiment toward high-growth tech stocks.
CGGR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 25.47B
- Region
- North America
- Expense Ratio
- 0.39%
- Beta
- 1.26
- Issuer
- Capital Group
- Inception Date
- Feb 22, 2022
- Dividend Yield
- 0.15%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
CGGR Summary
Capital Group Growth ETF (CGGR) is an actively managed fund that focuses on growth companies across the whole stock market, mainly in the U.S. It doesn’t track a specific index, but instead selects businesses it believes can grow faster than average, with a strong tilt toward technology and communication services. Well-known holdings include Microsoft, Apple, Meta Platforms, and Nvidia. Investors might consider CGGR if they want long-term growth and broad exposure to leading innovative companies. However, because it leans heavily into growth and tech-related stocks, its price can rise and fall sharply with market swings.
How much will it cost me?
CGGR has an expense ratio of 0.39%, which means you’ll pay about $3.90 per year for every $1,000 invested. This is higher than the average low-cost index ETF because CGGR is actively managed, with a team selecting growth stocks rather than simply tracking a market index.
What would affect this ETF?
CGGR is heavily invested in large U.S. technology and communication companies like Meta, Microsoft, Nvidia, and Alphabet, so it could benefit if innovation, artificial intelligence, and digital advertising continue to grow and if interest rates eventually fall, making growth stocks more attractive. On the other hand, higher-for-longer interest rates, slower U.S. economic growth, or tighter regulations on big tech and consumer companies could hurt these holdings and make the ETF more volatile.
CGGR Top 10 Holdings
CGGR is leaning heavily into U.S. Big Tech and AI, with Microsoft and Nvidia acting as key engines of growth, supported by a steadily climbing Apple. Micron has been a standout, giving the fund extra lift from the semiconductor side. On the flip side, Alphabet’s twin share classes have been lagging lately, and Meta has lost some momentum, tempering overall returns. Tesla’s mixed pattern—recently rising but weak year-to-date—adds volatility. Overall, this is a U.S.-centric, tech-and-communication-driven growth story with a clear AI tilt.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 META | Meta Platforms | 5.93% | $1.50B | $1.59T | 0.43% | 76Outperform |
 MSFT | Microsoft | 4.89% | $1.24B | $3.87T | 8.06% | 79Outperform |
 TSLA | Tesla | 4.70% | $1.19B | $1.58T | -13.30% | 73Outperform |
 AVGO | Broadcom | 4.32% | $1.09B | $1.59T | -7.52% | 76Outperform |
 NVDA | Nvidia | 4.26% | $1.08B | $4.98T | 0.72% | 76Outperform |
 V | Visa | 3.81% | $966.85M | $805.38B | 28.29% | 70Outperform |
 LLY | Eli Lilly & Co | 3.10% | $785.69M | $1.33T | 56.36% | 72Outperform |
 AAPL | Apple | 2.90% | $734.51M | $4.84T | 29.43% | 79Outperform |
 GOOG | Alphabet Class C | 2.77% | $701.99M | $3.41T | 3.32% | 82Outperform |
CGGR Technical Analysis
Price Trends
Market Momentum
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 46.49 is below the 20-day moving average (MA) of 46.85, below the 50-day MA of 47.11, and above the 200-day MA of 45.26, indicating a neutral trend. The MACD of -0.39 indicates Positive momentum. The RSI at 47.41 is Neutral, neither overbought nor oversold. The STOCH value of 36.99 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 | $46.49 | $50.00(7.55% Upside) | $25.47B | 0.39% | 68Neutral |
 DFAC | $45.51 | $57.70(26.79% Upside) | $49.45B | 0.17% | 72Outperform |
 DYNF | $67.85 | $89.45(31.84% Upside) | $41.81B | 0.26% | 74Outperform |
 CGDV | $49.57 | $65.13(31.39% Upside) | $38.99B | 0.33% | 69Neutral |
 DFUS | $83.53 | $107.96(29.25% Upside) | $21.48B | 0.09% | 73Outperform |
 DFUV | $57.35 | $69.33(20.89% Upside) | $15.85B | 0.21% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CGGR | Capital Group Growth ETF | 46.49 | 3.06 | 7.04% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 45.51 | 7.25 | 18.96% | |
| DYNF | BlackRock U.S. Equity Factor Rotation ETF | 67.85 | 8.56 | 14.43% | |
| CGDV | Capital Group Dividend Value ETF | 49.57 | 7.55 | 17.96% | |
| DFUS | Dimensional U.S. Equity ETF | 83.53 | 11.28 | 15.62% | |
| DFUV | Dimensional US Marketwide Value ETF | 57.35 | 13.21 | 29.94% |
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.