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.
