Capital Group Dividend Value ETF benefits from a core group of veteran leaders, strong resources, and a flexible, quality-oriented approach. It earns High People and Above Average Process ratings.
Capital Group Dividend Value ETF CGDV
Morningstar’s Analysis CGDV
Will CGDV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CGDV 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 CGDV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Broadcom Inc | 5.57 | 2B | Technology |
NVIDIA Corp | 5.50 | 2B | Technology |
Microsoft Corp | 5.48 | 2B | Technology |
Alphabet Inc Class A | 3.41 | 1B | Communication Services |
Carrier Global Corp Ordinary Shares | 3.27 | 1B | Industrials |
Applied Materials Inc | 3.19 | 1B | Technology |
Meta Platforms Inc Class A | 3.04 | 1B | Communication Services |
RTX Corp | 2.88 | 948M | Industrials |
GE Aerospace | 2.85 | 936M | Industrials |
Eli Lilly and Co | 2.78 | 915M | Healthcare |
United States