CGMM
Capital Group U.S. Small and Mid Cap ETF
📎 Investment Objective
The Capital Group U.S. Small and Mid Cap ETF seeks to provide long-term growth of capital by investing primarily in a diversified portfolio of small and mid-capitalization U.S. companies.
Overview
ETF tracking Capital Group U.S. Small and Mid Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Capital Group U.S. Small and Mid Cap ETF seeks to provide long-term growth of capital by investing primarily in a diversified portfolio of small and mid-capitalization U.S. companies.
🎯 Investment Strategy
The fund invests in a broad range of small and mid-cap stocks across various sectors, with the goal of outperforming the Russell 2500 Index over the long term. The portfolio managers use fundamental research to identify companies they believe have strong growth potential.
✨ Key Features
- Focuses on small and mid-cap U.S. stocks, which can provide exposure to faster-growing companies
- Actively managed by experienced portfolio managers from Capital Group
- Aims to outperform the Russell 2500 Index over the long run
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Smaller companies may be more volatile and less liquid than larger, more established companies
- Potential for higher risk and volatility compared to large-cap stocks
- Active management style means the fund's performance may deviate from the benchmark index
- Limited track record, as the fund is new and does not have long-term performance data
👤 Best For
This ETF may be suitable for investors seeking long-term capital growth and willing to accept the higher risk and volatility associated with small and mid-cap stocks. It could be a component of a diversified portfolio, particularly for investors with a long-term investment horizon.