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CGCV Stock Price, Chart, Stats & News

Capital Group Conservative Equity ETF
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Large Value
Category
1.45%
Dividend yield
0.33%
Expense ratio
1.80B
Assets
16.16%
1Y return

CGCV chart

1M
3M
1Y
5Y
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CGCV returns

YTD
6.57%
1Y
16.16%
1Y volatility10.15%
3Y volatility0.00%
Sharpe ratio0.00

About

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 assets to investments located outside the United States, specifically those not included in the S&P 500 Index.

Top 10 CGCV holdings

HoldingOwnership
Technology
4.93%
Technology
4.35%
Health care
3.70%
Consumer Defensive
3.28%
Technology
2.90%
Technology
2.77%
Consumer Cyclical
2.65%
Communication Services
2.33%
Industrials
2.30%
Financial Services
2.29%

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