(CGCV) Capital Conservative Equity - Overview

ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 1.726m USD | Total Return: 18.3% in 12m

Common Stocks, Dividend Equities, North American Securities
Total Rating 48
Safety 50
Buy Signal -0.16
Large Value
Category Rotation: +6.3
TER: 0.33%
AUM: 1.73B
Avg Turnover: 7.88M
Risk 3d forecast
Volatility10.0%
VaR 5th Pctl1.86%
VaR vs Median3.18%
Reward TTM
Sharpe Ratio1.47
Rel. Str. IBD47.9
Rel. Str. Peer Group20.2
Character TTM
Beta0.643
Beta Downside0.651
Hurst Exponent0.490
Drawdowns 3y
Max DD13.13%
CAGR/Max DD1.23
CAGR/Mean DD9.57

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: CGCV Capital Conservative Equity

The Capital Group Conservative Equity ETF (CGCV) is an actively managed fund that focuses on large-cap equity securities in the United States and Canada. Its primary objective is to capture domestic economic growth by investing in companies with sustainable dividend profiles, typically allocating at least 80% of its net assets to common stocks.

As a Large Value ETF, the fund targets established businesses that often trade at lower price-to-earnings ratios compared to the broader market. These companies frequently operate in mature sectors such as utilities, financials, or consumer staples, where reliable cash flows support consistent shareholder distributions.

The fund is classified as non-diversified, meaning it may hold larger positions in a smaller number of individual issuers than diversified funds. Investors can further analyze these underlying holdings and valuation metrics on ValueRay.

Headlines to Watch Out For
  • Dividend sustainability across core holdings drives investor demand and net asset value
  • Corporate earnings growth in US and Canadian markets impacts underlying stock performance
  • Interest rate volatility influences relative attractiveness of defensive dividend-paying equity yields
  • Sector concentration in non-diversified portfolio increases sensitivity to specific industry downturns
  • Domestic economic expansion fuels capital appreciation of primary common stock holdings
What is the price of CGCV shares?

As of May 26, 2026, the stock is trading at USD 32.16 with a total of 211,400 shares traded.
Over the past week, the price has changed by +1.42%, over one month by +3.41%, over three months by +1.33% and over the past year by +18.29%.

Is CGCV a buy, sell or hold?

Capital Conservative Equity has no consensus analysts rating.