CGCV Stock Price, Chart, Stats & News

Capital Group Conservative Equity ETF
Save
Large Value
Category
1.45%
Dividend yield
$0.4687
0.33%
Expense ratio
1.80B
Assets
16.16%
1Y return
CGCV chart
1M
3M
1Y
5Y
Loading chart...
CGCV returns
| YTD | 6.57% |
| 1Y | 16.16% |
| 1Y volatility | 10.15% |
| 3Y volatility | 0.00% |
| Sharpe ratio | 0.00 |
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
| Holding | Ownership |
|---|---|
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% |
Similar securities
Based on sector and market capitalization
Report issue




















