Skip to Content
Morningstar

Capital Group Core Plus Income ETF CGCP

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub

Morningstar’s Analysis CGCP

Will CGCP outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGCP’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CGCP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CGCP’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Capital Group Core Plus Income ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CGCP

More CGCP Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 696
  • Other Holdings 5
  • % Assets in Top 10 Holdings 54.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cap Grp Cent Fd Ser

17.16
316,487,116
—

Future on 2 Year Treasury Note

16.75
308,764,102
Government

Us 5yr Note (Cbt) Dec23 Xcbt 20231229

11.78
217,158,328
Government

Scg7wnuy8 Irs Usd R F 4.10500 Bcg7wnuy8_fix Ccpois

9.36
172,586,750
Government

Future on 10 Year Treasury Note

4.56
84,161,688
Government

Bcg7wnv19 Irs Usd R V 00msofr Bcg7wnv19_flo Ccpois

3.15
58,000,000
Government

Federal National Mortgage Association 4.5%

3.12
57,445,937
Securitized

Bcg7hhss4 Irs Usd R V 00msofr Bcg7hhss4_flo Ccpois

2.33
43,000,000
Government

Federal National Mortgage Association 5%

2.33
42,921,189
Securitized

Federal National Mortgage Association 2.5%

2.25
41,570,548
Securitized