CGMM ETF Analysis: Capital U.S. Small Mid Cap | NYSE

Mid-Cap Blend | NYSE, USA | Market Cap: 3.097m USD | 12M Return: 16.4% | Charts, Fundamentals & Technical Analysis

US Small Caps, US Mid Caps, Equity Securities, Russell Indices
Total Rating 46
Safety 61
Buy Signal -0.19
Mid-Cap Blend
Category Rotation: -8.0
AUM: 3.10B
Avg Turnover: 24.9M
Risk 3d forecast
Volatility15.3%
VaR 5th Pctl2.74%
VaR vs Median-0.13%
Reward TTM
Sharpe Ratio0.76
Rel. Str. IBD45.5
Rel. Str. Peer Group11.4
Character TTM
Beta0.987
Beta Downside0.985
Hurst Exponent0.537
Drawdowns 3y
Max DD21.04%
CAGR/Max DD0.72
CAGR/Mean DD4.95

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 1.4 years of data

Jan +2.6% -
Feb +2.5% -
Mar -8.0% -
Apr +5.0% -
May -1.3% -
Jun +0.2% -
Jul - -
Aug - -
Sep - -
Oct - -
Nov - -
Dec - -

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: CGMM Capital U.S. Small Mid Cap

Capital Group U.S. Small and Mid Cap ETF (CGMM) is a non-diversified ETF that invests at least 80% of its net assets in common stocks and other equity-type securities of U.S. small and mid-capitalization companies. The fund defines small and mid-cap companies as those with market capitalizations typically within the range of the Russell 2500 Index or the Russell Midcap Index. By focusing on this segment of the U.S. equity market, CGMM provides exposure to a broad group of domestic mid- and small-sized issuers across multiple sectors.

Headlines to Watch Out For
  • Russell 2500 small-mid caps gain on Fed rate cuts
  • Fund inflows accelerate as investors rotate from large caps
  • Vanguard and iShares pressure fees in mid-cap ETF space
What is the price of CGMM shares?

As of July 23, 2026, the stock is trading at USD 31.97 with a total of 604,452 shares traded. Over the past week, the price has changed by -0.71%, over one month by -1.18%, over three months by +0.82% and over the past year by +16.41%.

Current recommended Stop Loss: 31.40 (which is 1.8% or 1.3 ATR below the current price).

Is CGMM a buy, sell or hold?

Capital U.S. Small Mid Cap has no consensus analysts rating.