Capital Group Core Equity ETF·Financial Services

AA Financial Advisors LLC grew its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 5.7% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 424,380 shares of the company's stock after buying an additional 23,038 shares during the

In a span of just four years, The Capital Group Companies went from ETF rookie to perennial All-Star. The Los Angeles-based firm has already amassed over $120 billion in assets dispersed across its suite of 25 active ETFs.

Park Avenue Securities LLC lifted its holdings in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 14.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 113,617 shares of the company's stock after purchasing an additional 14,040 shares during

Captrust Financial Advisors lessened its holdings in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 1.4% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,803,311 shares of the company's stock after selling 25,173 shares during the period. Captrust Financial Advisors owned

Capital International Investors increased its position in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 17,866.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,978,364 shares of the company's stock after buying an additional 5,945,089 shares during the period.

The Capital Group Core Equity ETF offers a high-conviction, mega-cap-tilted, actively managed portfolio with a balanced sector allocation. CGUS trades at a modest P/E premium (23.2x) to the Russell 1000, largely justified by superior historical earnings growth (13.6%) and profitability metrics. The fund demonstrates strong risk-adjusted returns, outperforming peers in Sharpe ratio (1.46), with lower downside capture and volatility versus the Russell 1000.
The fund's objective is to achieve long-term growth of capital and income.Distinguishing Characteristics Common stocks and cash and equivalents.Up to 15% of assets may be invested in securities of issuers outside the U.S.
Financial Services
Asset Management
2022-02-24
0.95
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