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Capital Group Dividend Value ETF CGDV

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

Morningstar’s Analysis CGDV

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

  • People Pillar

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

Focused on dividends.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Capital Group Dividend Value ETF benefits from a long-tenured team, a risk-aware investment approach, and low fees, making it a solid choice.

by Stephen Welch
Rated on Published on

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Portfolio Holdings CGDV

More CGDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.57 468.5 Mil
Technology

RTX Corp

5.59 398.4 Mil
Industrials

GE Aerospace

5.16 367.7 Mil
Industrials

Microsoft Corp

4.99 355.9 Mil
Technology

Carrier Global Corp Ordinary Shares

3.94 280.8 Mil
Industrials

Philip Morris International Inc

3.83 273.3 Mil
Consumer Defensive

American International Group Inc

3.39 241.6 Mil
Financial Services

Meta Platforms Inc Class A

3.18 227.0 Mil
Communication Services

Linde PLC

2.54 181.4 Mil
Basic Materials

Abbott Laboratories

2.54 181.3 Mil
Healthcare