CGCV Stock Price, Chart, Stats & News

Capital Group Conservative Equity ETF
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Capital Group Conservative Equity ETF (CGCV) does not currently pay a dividend.
Large Value
Category
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 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 4.67% | |
Technology 4.08% | |
Health care 3.82% | |
Consumer Defensive 3.25% | |
Technology 2.69% | |
Consumer Cyclical 2.69% | |
Technology 2.64% | |
Industrials 2.53% | |
Health care 2.44% | |
Financial Services 2.38% |
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