CGCV ETF Analysis: Capital Conservative Equity | NYSE

Large Value | NYSE, USA | Market Cap: 1.910m USD | 12M Return: 14.7% | Charts, Fundamentals & Technical Analysis

US Equities, Canadian Stocks, Dividend Stocks, Large-Cap Value
Total Rating 51
Safety 52
Buy Signal -0.07
Large Value
Category Rotation: +0.5
TER: 0.33%
AUM: 1.91B
Avg Turnover: 10.5M
Risk 3d forecast
Volatility9.31%
VaR 5th Pctl1.74%
VaR vs Median3.76%
Reward TTM
Sharpe Ratio0.97
Rel. Str. IBD50.6
Rel. Str. Peer Group7.4
Character TTM
Beta0.622
Beta Downside0.618
Hurst Exponent0.507
Drawdowns 3y
Max DD13.13%
CAGR/Max DD1.26
CAGR/Mean DD10.49

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 2 years of data

Jan +0.4% -
Feb +0.8% -
Mar -7.8% -
Apr +3.5% -
May +0.1% -
Jun +0.2% 0
Jul -0.2% -
Aug +0.0% -
Sep +0.9% -
Oct -1.8% -
Nov +1.1% -
Dec -2.1% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: CGCV Capital Conservative Equity

Capital Group Conservative Equity ETF (CGCV) is a U.S.-listed exchange-traded fund that invests primarily in common stocks of companies expected to participate in the growth of the American economy, with a focus on holdings whose dividends appear sustainable. Under normal market conditions, the fund commits at least 80% of its net assets to common stocks and other equity-type securities, and it focuses its geographic exposure on the United States and Canada. The fund operates as a non-diversified vehicle, and it launched on June 25, 2024. CGCV is classified within the Large Value ETF category and is managed by Capital Group, one of the longest-established investment management organizations in the United States, known for its long-term, research-driven approach to equity investing. The funds emphasis on dividend sustainability and U.S./Canadian large-value companies positions it within the conservative income-oriented segment of the equity ETF market.

Headlines to Watch Out For
  • Fed rate cuts pressure dividend yields on value holdings
  • New ETF AUM growth accelerates as advisor adoption expands
  • US economic growth supports underlying dividend sustainability
What is the price of CGCV shares?

As of July 28, 2026, the stock is trading at USD 33.12 with a total of 167,668 shares traded. Over the past week, the price has changed by +1.16%, over one month by +0.97%, over three months by +6.88% and over the past year by +14.65%.

Current recommended Stop Loss: 32.70 (which is 1.3% or 1.7 ATR below the current price).

Is CGCV a buy, sell or hold?

Capital Conservative Equity has no consensus analysts rating.