Capital Group U.S. Small and Mid Cap ETF·Financial Services
The fund’s investment objective is to seek capital appreciation.Distinguishing Characteristics The fund invests primarily in common stocks and other equity-type securities.
Financial Services
Asset Management
2025-01-16
1.05
Market Peers







Capital International Investors decreased its stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 56.5% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 76,115 shares of the company's stock after selling 98,794 shares during

Capital Group U.S. Small and Mid Cap ETF continues to impress, delivering a 20% return since February 2025, outperforming key peers by 3-7%. CGMM's experienced management team leverages the Capital System, emphasizing diverse viewpoints and long-term, low-turnover investing with a forward outlook. Despite a high 0.51% expense ratio, CGMM's risk-adjusted returns (Sharpe and Sortino) lead its peer group, though the sample period is short. I expect CGMM might lag in bear markets.

Merit Financial Group LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 3,215.7% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,316,034 shares of the company's stock after buying an

Cullen Frost Bankers Inc. increased its position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 99.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 75,180 shares of the company's stock after purchasing an