(CGUS) Capital Core Equity - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US14020V1089
CGUS: Common Stocks, Foreign Stocks, Growth Stocks, Dividend Stocks
The Capital Group Core Equity Fund is an actively managed exchange-traded fund that focuses on investing in the stocks of companies with strong growth prospects and/or dividend potential, aiming to strike a balance between capital appreciation and income generation for its investors.
With a primary allocation to equity securities, thefully taking advantage of the growth opportunities in the US market, while also allowing for up to 15% of its assets to be invested in non-US issuers, providing a degree of international diversification.
Given the funds! current technical profile, including a recent price of $35.82 and a 20-day simple moving average of $34.96, alongside a relatively stable ATR of 0.44, or 1.204%, it is reasonable to anticipate that the fund may will continue to navigate the market volatility with a certain degree of resilience. Moreover, with the 52-week high and low being $36..53 and $29.93, respectively, there is an indication of the funds capacity to adapt to varying market conditions.
From a fundamental perspective, thethe funds assets under management stand at $3.42 billion, underscoring its scale and potential for for market influence. When combining this with the its investment strategy, it is plausible that the fund fund will continue to to attract investors seeking a blend of growth and income, potentially leading to a a stable or increasing AUM trajectory, assuming market conditions remain favorable or at least stable. Using availableAdditional Sources for CGUS ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
CGUS ETF Overview
| Market Cap in USD | 5,619m |
| Category | Large Blend |
| TER | 0.33% |
| IPO / Inception | 2022-02-22 |
CGUS ETF Ratings
| Growth Rating | 56.7 |
| Fundamental | - |
| Dividend Rating | 52.9 |
| Rel. Strength | 0.79 |
| Analysts | - |
| Fair Price Momentum | 34.05 USD |
| Fair Price DCF | - |
CGUS Dividends
| Dividend Yield 12m | 1.05% |
| Yield on Cost 5y | 1.54% |
| Annual Growth 5y | 12.70% |
| Payout Consistency | 100.0% |
| Payout Ratio | % |
CGUS Growth Ratios
| Growth Correlation 3m | 67.6% |
| Growth Correlation 12m | 43.6% |
| Growth Correlation 5y | 92.2% |
| CAGR 5y | 13.15% |
| CAGR/Max DD 5y | 0.60 |
| Sharpe Ratio 12m | 1.46 |
| Alpha | 1.29 |
| Beta | 0.944 |
| Volatility | 9.91% |
| Current Volume | 1099.3k |
| Average Volume 20d | 842.6k |
As of June 15, 2025, the stock is trading at USD 35.72 with a total of 1,099,316 shares traded.
Over the past week, the price has changed by -0.28%, over one month by +2.70%, over three months by +8.26% and over the past year by +12.34%.
Partly, yes. Based on ValueRay´s Analyses, Capital Core Equity (NYSE ARCA:CGUS) is currently (June 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 56.69 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of CGUS is around 34.05 USD . This means that CGUS is currently overvalued and has a potential downside of -4.68%.
Capital Core Equity has no consensus analysts rating.
According to our own proprietary Forecast Model, CGUS Capital Core Equity will be worth about 38.8 in June 2026. The stock is currently trading at 35.72. This means that the stock has a potential upside of +8.62%.
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 38.8 | 8.6% |