Capital Group Conservative Equity ETF (CGCV)

• Market cap: $267M
• 1 day: -0.04%
• 5 days: 0.79%
• 1 month: -6.02%
• 3 months: -5.64%
• 6 months: -7.22%
• Year to date: -3.43%
• 1 year: 2.90%
• 5 years: 2.90%
• 10 years: 2.90%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

2,600% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

119% more funds holding

Funds holding: 21 [Q3] → 46 (+25) [Q4]

117% more capital invested

Capital invested by funds: $60.1M [Q3] → $130M (+$70.1M) [Q4]

6.46% less ownership

Funds ownership: 84.86% [Q3] → 78.4% (-6.46%) [Q4]