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 Technology and Semiconductor Exposure
Top holdings like Nvidia, Broadcom, Applied Materials, TSMC, and other major tech names have shown strong performance, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, consumer, financials, health care, and industrials, which helps reduce the impact of weakness in any single area.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in technology and related sectors, the ETF could be more sensitive to downturns in tech stocks.
High U.S. Concentration
Most of the portfolio is invested in U.S. companies, offering limited diversification across other global markets.
Moderate Expense Ratio
The fund’s fees are not especially low for a core equity ETF, which can slightly reduce long-term net returns compared with cheaper alternatives.
CGUS vs. SPDR S&P 500 ETF (SPY)
AUM11.45B
RegionNorth America
Expense Ratio0.33%
Beta0.97
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. Volume1,264,336
30 Day Avg. Volume1,096,079
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
54.29Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering70
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CGUS Summary
Capital Group Core Equity ETF (CGUS) is a broad U.S. stock fund that aims to cover most of the market, mixing growth and value companies of different sizes instead of tracking a single index. It holds many well-known names like Microsoft, Nvidia, Amazon, and Apple, with a strong tilt toward technology and other major sectors such as communication services and financials. Someone might invest in CGUS for simple, one-stop stock diversification and long-term growth potential. A key risk is that it is heavily invested in stocks, especially tech, so its value can rise and fall sharply with the overall 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 makers, with Nvidia, Broadcom, and Apple doing much of the heavy lifting as their AI and hardware stories keep rising. Microsoft and Meta, while still giants, have seen more mixed, recently lagging moves that occasionally put a lid on momentum. Amazon and Alphabet are treading water, steady but not sprinting. Applied Materials and TSMC add more semiconductor punch, making the fund a clear bet on the tech and AI boom, with most of its firepower tied to U.S. markets and a dash of Taiwan exposure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.61% | $758.91M | $4.72T | 15.56% | 76 Outperform | |
| Microsoft | 6.32% | $725.49M | $3.35T | -11.33% | 79 Outperform | |
| Broadcom | 5.75% | $660.37M | $1.85T | 34.87% | 76 Outperform | |
| Amazon | 4.63% | $530.93M | $2.53T | 26.46% | 71 Outperform | |
| Eli Lilly & Co | 3.79% | $434.58M | $1.09T | 50.70% | 72 Outperform | |
| Meta Platforms | 3.21% | $368.43M | $1.37T | -25.77% | 76 Outperform | |
| Alphabet Class A | 3.03% | $347.83M | $4.08T | 88.30% | 85 Outperform | |
| Apple | 2.68% | $307.08M | $4.90T | 52.64% | 79 Outperform | |
| Applied Materials | 2.48% | $284.27M | $398.39B | 182.05% | 77 Outperform | |
| TSMC | 2.43% | $278.63M | $1.77T | 71.87% | 81 Outperform |
CGUS Technical Analysis
Positive
―
Price Trends
43.97
Positive
42.41
Positive
41.26
Positive
Market Momentum
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 44.22, equal to the 50-day MA of 43.97, and equal to the 200-day MA of 41.26, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
44.69
6.96
18.45%
DFAC
Dimensional U.S. Core Equity 2 ETF
―
―
―
DYNF
BlackRock U.S. Equity Factor Rotation ETF
―
―
―
DFUS
Dimensional U.S. Equity ETF
―
―
―
AVUS
Avantis U.S. Equity ETF
―
―
―
DFAU
Dimensional US Core Equity Market ETF
―
―
―
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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