The Capital Group International Focus Equity ETF provides actively managed, growth-oriented ex-U.S. large-cap exposure with strong peer performance but lags the passive benchmark IXUS. CGXU's portfolio is diversified across Asia and Europe, overweighting technology and communication sectors, and maintaining reasonable concentration. Despite a recent 12-month outperformance, CGXU has underperformed IXUS since inception and trails value-tilted international ETFs by a wide margin.
Confluence Wealth Services Inc. boosted its holdings in Capital Group International Focus Equity ETF (NYSEARCA:CGXU) by 5.5% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,836,033 shares of the company's stock after acquiring an additional 95,441 shares
CPC Advisors LLC grew its holdings in Capital Group International Focus Equity ETF (NYSEARCA:CGXU) by 2.5% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,274,494 shares of the company's stock after purchasing an additional 30,817 shares during the quarter.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 25,362 | $682,356.99 | $848,866.14 | $166,509.15 | 24.4% |
Curtis Ellergodt Rothschild Investment LLC | 34,625 | $952,590.48 | $1.16M | $206,308.27 | 21.66% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 10,396 | $306,578 | $347,954.12 | $41,376.12 | 13.5% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 3.2M | $110.89M | $111.5M | $608,585.43 | 0.55% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 1.71M | $38.81M | $57.23M | $18.42M | 47.45% |
| ARCA Exchange | US Country |
The fund is a unique investment vehicle that primarily focuses on investing in common stocks of companies located outside the United States, encompassing those situated in emerging markets. Its investment approach is predicated on the belief that these companies have significant growth potential. A distinctive feature of this fund is its commitment to investing in a diverse geographical portfolio, with a mandate to include companies from at least three different countries. This global investment perspective aims to capitalize on the growth opportunities available in international markets. The fund maintains a specific investment strategy, where it allocates at least 80% of its assets towards equity securities. Despite its broad international exposure, it is classified as non-diversified, meaning it might concentrate its investments more heavily in fewer sectors or companies than diversified funds.
The fund offers a distinct range of investment opportunities, focusing on international equity markets: