CGUS – Capital Group Core Equity ETF – ETF Stock Quote | Morningstar

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Will CGUS outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGUS’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the CGUS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of CGUS’s parent organization’s priorities and whether they’re in line with investors’ interests.

Going through a management change.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Capital Group Core ETF will undergo a significant transition in June, which will muddy the outlook on this strategy until things shake out.

by Stephen Welch

Rated on May 29, 2024 Published on May 29, 2024

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Current Portfolio Date Aug 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 36.2

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
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Meta Platforms Inc Class A	4.86	168.0 Mil	Communication Services
Amazon.com Inc	3.82	132.0 Mil	Consumer Cyclical
Broadcom Inc	3.42	118.2 Mil	Technology
UnitedHealth Group Inc	3.35	115.9 Mil	Healthcare
Alphabet Inc Class A	2.57	88.7 Mil	Communication Services
NVIDIA Corp	2.41	83.3 Mil	Technology
RTX Corp	2.20	76.1 Mil	Industrials
Mastercard Inc Class A	1.84	63.5 Mil	Financial Services

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