CGCV - Capital Group Conservativ... Analysis | Stock Taper
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CGCV

Capital Group Conservative Equity ETF
Capital Group Conservative Equity ETF Capital Group
$32.83 0.27% (+0.09)

Managing Company Capital Group
Asset Under Management $1.92B
Inception Date Jun 25, 2024
Expense Ratio 0.33%
52w High $33.16
52w Low $28.62
Volume 272,342
Avg Volume 329,326
Asset Class Equity

About Capital Group Conservative Equity ETF

This fund's core mission is to achieve a balanced pursuit of three main financial objectives: generating consistent income, promoting capital growth, and preserving the initial investment principal. Its investment approach centers predominantly on common stocks and other equity-based securities, such as preferred shares. Furthermore, the fund has the flexibility to allocate up to 20% of its total...

SECTOR HOLDINGS

Technology Technology
26.34%
Healthcare Healthcare
13.05%
Financial Services Financial Services
11.32%
Industrials Industrials
11.14%
Consumer Defensive Consumer Defensive
10.43%
Utilities Utilities
7.49%
Consumer Cyclical Consumer Cyclical
6.98%
Energy Energy
4.47%
Communication Services Communication Services
4.34%
Basic Materials Basic Materials
2.74%
Real Estate Real Estate
1.68%
Cash & Others Cash & Others
0.02%

ASSET ALLOCATION BY REGION

United States flag United States
90.29%
United Kingdom flag United Kingdom
3.84%
Taiwan flag Taiwan
1.76%
Other
1.57%
Canada flag Canada
1.19%
Switzerland flag Switzerland
0.89%
Ireland flag Ireland
0.47%