Morningstar

Capital Group U.S. Small and Mid Cap ETF CGMM

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

Morningstar’s Analysis CGMM

Will CGMM 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 CGMM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CGMM 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 CGMM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Capital Group U.S. Small and Mid Cap ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CGMM

More CGMM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

2.60 80M
Industrials

Capital Group Central Cash Fun Capital Group Cntrl Csh M

2.20 68M
Cash and Equivalents

RenaissanceRe Holdings Ltd

2.02 62M
Financial Services

US Foods Holding Corp

1.90 58M
Consumer Defensive

Exelon Corp

1.89 58M
Utilities

Comfort Systems USA Inc

1.85 57M
Industrials

WEX Inc

1.76 54M
Technology

Brown & Brown Inc

1.76 54M
Financial Services

DoorDash Inc Ordinary Shares - Class A

1.75 54M
Consumer Cyclical

Cerebras Systems Inc Class A

1.57 48M
Technology

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