CGDV
Capital Group Dividend Value ETF
📎 Investment Objective
The Capital Group Dividend Value ETF seeks to provide current income and long-term capital appreciation by investing in a portfolio of dividend-paying stocks that are undervalued.
Overview
ETF tracking Capital Group Dividend Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Capital Group Dividend Value ETF seeks to provide current income and long-term capital appreciation by investing in a portfolio of dividend-paying stocks that are undervalued.
🎯 Investment Strategy
The fund invests primarily in common stocks of large and medium-sized U.S. companies that the investment manager believes are undervalued and have the potential for dividend growth. The manager uses fundamental research to identify companies with sustainable competitive advantages, strong management teams, and attractive valuations.
✨ Key Features
- Focuses on dividend-paying stocks that are considered undervalued
- Actively managed by experienced Capital Group investment professionals
- Aims to provide current income and long-term capital appreciation
- Diversified portfolio of large and mid-cap U.S. stocks
⚠️ Primary Risks
- Market risk: The value of the fund's holdings can decline due to overall stock market conditions
- Equity risk: The fund is subject to the risks associated with investing in equity securities
- Dividend risk: Companies may reduce or eliminate their dividend payments
- Valuation risk: The manager may misjudge a company's value, leading to potential losses
👤 Best For
This ETF may be suitable for long-term investors seeking current income and the potential for capital appreciation through exposure to a portfolio of undervalued, dividend-paying U.S. stocks. Investors should have a moderate risk tolerance and a time horizon of at least 5 years.