Summary
CGMM Chart
Capital Group U.S. Small and Mid Cap ETF $CGMM Stock Position Decreased by Capital International Investors
Capital International Investors decreased its stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 56.5% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 76,115 shares of the company's stock after selling 98,794 shares during
CGMM: Capital Group's Small/Mid-Cap ETF Delivering Strong Results One Year In
Capital Group U.S. Small and Mid Cap ETF continues to impress, delivering a 20% return since February 2025, outperforming key peers by 3-7%. CGMM's experienced management team leverages the Capital System, emphasizing diverse viewpoints and long-term, low-turnover investing with a forward outlook. Despite a high 0.51% expense ratio, CGMM's risk-adjusted returns (Sharpe and Sortino) lead its peer group, though the sample period is short. I expect CGMM might lag in bear markets.
CGMM: Exciting New 'Acorns To Oaks' Small/Mid-Cap ETF
CGMM is comprised of 90 small/mid-cap securities selected for their capital appreciation potential. Following an "acorns to oaks" strategy, CGMM has already amassed $1B in assets in under a year. My analysis indicates CGMM's portfolio managers target candidates with solid turnaround stories and high forecasted earnings per share growth. The quality is slightly disappointing. The fund currently overweights Financials at 26%, which is defensible due to strong M&A activity, a steepening yield curve, and 33% estimated EPS growth for S&P MidCap 400 Index components.
Capital Group U.S. Small and Mid Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 103,089 | $2.95M | $3.33M | $382,476.47 | 12.98% |
| CE Curtis Ellergodt Rothschild Investment LLC | 31,580 | $854,746.3 | $1.02M | $165,287.7 | 19.34% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 21,290 | $618,085.85 | $685,538 | $67,452.15 | 10.91% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 128,667 | $3.67M | $4.13M | $460,113.86 | 12.53% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 10,815 | $312,890.85 | $347,323.72 | $34,432.87 | 11% |
Capital Group U.S. Small and Mid Cap ETF (CGMM) FAQ
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Capital Group U.S. Small and Mid Cap ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is dedicated to pursuing capital appreciation as its primary investment objective. This approach involves strategically investing in various assets with the intention of increasing their overall value over time. The fund focuses predominantly on common stocks and equity-type securities, allowing for potential growth through market fluctuations and company performance. By concentrating on equities, the fund aims to capitalize on the opportunities presented within the stock market while managing associated risks appropriately.
Products and Services
- Common Stocks
The fund invests primarily in common stocks, which represent ownership in publicly traded companies. By selecting stocks of companies with strong growth potential, the fund seeks to achieve substantial capital appreciation over time. Investing in common stocks allows shareholders to benefit from both price appreciation and dividends, creating a dual opportunity for financial returns.
- Equity-type Securities
In addition to common stocks, the fund also engages in investments involving other equity-type securities. These may include preferred stocks, convertible securities, and equity derivatives. By diversifying within the equity market, the fund can tailor its investment strategy to capture varied market conditions and capitalize on different profitability avenues, thereby enhancing its growth potential and managing risks associated with singular asset types.
