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 the 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 competitive option but mind the credit risk.

Director Alec Lucas

Alec Lucas

Director

Summary

Capital Group Core Plus Income ETF is a competitive option within the intermediate core-plus bond Morningstar Category, though its willingness to court credit risk bears monitoring.

by Alec Lucas
Rated on Published on

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Portfolio Holdings CGCP

More CGCP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fun Capital Group Cntrl Csh M

9.01 767M
Cash and Equivalents

United States Treasury Bonds 5%

3.70 315M
Government

United States Treasury Notes 3.5%

3.47 296M
Government

Scgbthdd1 Irs Usd R F 3.86300 Bcgbthdd1_fix Ccpois

2.94 250M
Government

Bcggqm2n2 Irs Usd R V 12msofr Bcggqm2n2_flo Ccpois

2.60 221M
Government

Scgg2fgx6 Irs Usd R F 3.43900 Bcgg2fgx6_fix Ccpois

2.03 173M
Government

Scgg5asr4 Irs Usd R F 3.43574 Bcgg5asr4_fix Ccpois

2.03 173M
Government

Scge5dd16 Irs Usd R F 3.73150 Bcge5dd16_fix Ccpois

1.83 156M
Government

Scge30lj8 Irs Usd R F 3.78700 Bcge30lj8_fix Ccpois

1.79 152M
Government

United States Treasury Bonds 4.375%

1.68 143M
Government

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