CGCV ETF Analysis: Capital Conservative Equity | NYSE

Large Value | NYSE, USA | Market Cap: 1.910m USD | 12M Return: 15.2% | Charts, Fundamentals & Technical Analysis

US Equities, Canadian Stocks, Dividend Stocks, Large-Cap Value
Total Rating 51
Safety 52
Buy Signal -0.56
Large Value
Category Rotation: +2.0
TER: 0.33%
AUM: 1.91B
Avg Turnover: 10.4M
Risk 3d forecast
Volatility9.14%
VaR 5th Pctl1.71%
VaR vs Median3.87%
Reward TTM
Sharpe Ratio1.06
Rel. Str. IBD50.6
Rel. Str. Peer Group3.2
Character TTM
Beta0.621
Beta Downside0.618
Hurst Exponent0.494
Drawdowns 3y
Max DD13.13%
CAGR/Max DD1.28
CAGR/Mean DD10.65

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality 2 years of data

Jan +0.4% -
Feb +0.8% -
Mar -7.8% -
Apr +3.5% -
May +0.1% -
Jun +0.2% 0
Jul -0.2% -
Aug +0.0% -
Sep +0.9% -
Oct -1.8% -
Nov +1.1% -
Dec -2.1% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: CGCV Capital Conservative Equity

Capital Group Conservative Equity ETF (CGCV) is a U.S.-listed exchange-traded fund that invests primarily in common stocks of companies expected to participate in the growth of the American economy, with a focus on holdings whose dividends appear sustainable. Under normal market conditions, the fund commits at least 80% of its net assets to common stocks and other equity-type securities, and it focuses its geographic exposure on the United States and Canada. The fund operates as a non-diversified vehicle, and it launched on June 25, 2024. CGCV is classified within the Large Value ETF category and is managed by Capital Group, one of the longest-established investment management organizations in the United States, known for its long-term, research-driven approach to equity investing. The funds emphasis on dividend sustainability and U.S./Canadian large-value companies positions it within the conservative income-oriented segment of the equity ETF market.

Headlines to Watch Out For
  • Fed rate cuts pressure dividend yields on value holdings
  • New ETF AUM growth accelerates as advisor adoption expands
  • US economic growth supports underlying dividend sustainability
What is the price of CGCV shares?

As of July 29, 2026, the stock is trading at USD 33.27 with a total of 197,341 shares traded. Over the past week, the price has changed by +1.34%, over one month by +1.43%, over three months by +7.30% and over the past year by +15.17%.

Current recommended Stop Loss: 32.90 (which is 1.1% or 1.5 ATR below the current price).

Is CGCV a buy, sell or hold?

Capital Conservative Equity has no consensus analysts rating.