CGVV
Capital Group U.S. Large Value ETF
📎 Investment Objective
The Capital Group U.S. Large Value ETF seeks to provide long-term growth of capital by investing primarily in stocks of large U.S. companies that are considered to be undervalued.
Overview
ETF tracking Capital Group U.S. Large Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Capital Group U.S. Large Value ETF seeks to provide long-term growth of capital by investing primarily in stocks of large U.S. companies that are considered to be undervalued.
🎯 Investment Strategy
The fund invests in a diversified portfolio of large-capitalization U.S. stocks that are deemed to be underpriced relative to their fundamental value. The portfolio managers use a bottom-up, research-driven approach to identify companies with strong competitive positions, healthy balance sheets, and the potential for above-average long-term growth.
✨ Key Features
- Focuses on large-cap U.S. stocks with attractive valuations
- Actively managed portfolio aiming to outperform the broader large-cap value segment
- Diversified across sectors to manage risk
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings can decline due to overall market and economic conditions
- Equity risk: Stocks can be volatile and may decline in value
- Value investing risk: Value stocks may underperform the broader market for extended periods
- Concentration risk: The fund's performance may be more sensitive to any single large holding or sector
👤 Best For
This ETF may be suitable for long-term investors seeking exposure to large-cap U.S. value stocks as part of a diversified portfolio. Investors should have a moderate to high risk tolerance and a long-term investment horizon of at least 5-10 years.