CGUS - ETF AI Analysis
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Capital Group Core Equity ETF (CGUS)
Rating:72Outperform
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)
AUM11.77B
RegionNorth America
Expense Ratio0.33%
Beta0.98
IssuerCapital Group
Inception DateFeb 22, 2022
Dividend Yield0.84%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume999,861
30 Day Avg. Volume1,129,172
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
55.57Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering68
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 riding a powerful wave of U.S. Big Tech and chip names, with Microsoft and Amazon providing steady, rising support thanks to strength in cloud and digital spending. Nvidia and TSMC are key engines, though their momentum has turned a bit mixed lately as lofty expectations meet reality. Broadcom and Meta are more of a drag right now, with recent weakness tempering the fund’s otherwise upbeat tech story. Applied Materials and Eli Lilly add a different growth flavor, but overall this is a U.S.-centric, tech-heavy portfolio where semiconductors and mega-cap platforms call the shots.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.41% | $859.40M | $5.15T | 24.46% | 76 Outperform | |
| Microsoft | 6.84% | $793.88M | $3.64T | -3.90% | 79 Outperform | |
| Broadcom | 5.15% | $598.00M | $1.62T | 0.56% | 76 Outperform | |
| Amazon | 4.76% | $551.97M | $2.65T | 8.63% | 71 Outperform | |
| Meta Platforms | 4.31% | $500.15M | $1.72T | -12.55% | 76 Outperform | |
| Eli Lilly & Co | 3.76% | $435.72M | $1.07T | 51.05% | 72 Outperform | |
| Alphabet Class A | 3.22% | $373.03M | $4.17T | 37.81% | 85 Outperform | |
| Apple | 2.58% | $299.70M | $4.85T | 41.67% | 79 Outperform | |
| TSMC | 2.57% | $298.54M | $1.94T | 60.16% | 81 Outperform | |
| RTX | 2.00% | $232.56M | $265.28B | 22.35% | 74 Outperform |
CGUS Technical Analysis
Neutral
―
Price Trends
44.90
Negative
44.23
Positive
42.22
Positive
Market Momentum
-0.25
Positive
43.25
Neutral
35.28
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 44.79, equal to the 50-day MA of 44.90, and equal to the 200-day MA of 42.22, indicating a neutral trend. The MACD of -0.25 indicates Positive momentum. The RSI at 43.25 is Neutral, neither overbought nor oversold. The STOCH value of 35.28 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
44.33
4.97
12.63%
DFAC
Dimensional U.S. Core Equity 2 ETF
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DYNF
BlackRock U.S. Equity Factor Rotation ETF
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DFUS
Dimensional U.S. Equity ETF
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AVUS
Avantis U.S. Equity ETF
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DFAU
Dimensional US Core Equity Market 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.
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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