Large Value · NYSE ARCA · USD · Data as of 2026-06-13
AUM
$1.75B
Expense ratio
0.33%
Yield
1.46%
YTD return
+6.21%
Last price
$32.34
Broad Equity · Coverage 75% · low
Today
43.0
Outlook
58.5
Block A (composite-derived)
74.8
Block C (market behavior)
32.2
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
74.8
Coverage 75% · medium
Liquidity
—
Expenses
80.0
Performance
—
Volatility
87.2
Dividend
46.8
Concentration
55.0
Smart Money
76.2
Activist
95.1
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Capital Group Conservative Equity ETF (CGCV) is an exchange-traded fund from Capital Group in the Mixed asset class. Launched in 2024. Assets under management: 1,643,098,880.
Bullish Whales composite rating: 75 out of 100. Evidence coverage 75% across 6 of 8 axes. Strongest axes: activist exposure, volatility, expenses.
Annualized one-year realized volatility 10%, classified low. Weakest axes: dividend, concentration.
Top-10 weight 0%, diversified, led by MSFT. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yThe Capital Group Conservative Equity Fund is a mutual fund designed to provide long-term growth of capital while maintaining a conservative risk profile. The primary objective of this fund is to achieve steady returns by primarily investing in equity securities, focusing on large-cap companies that are perceived to have strong potential for stable performance. This fund is ideal for investors seeking a balanced approach to equity investing, placing emphasis on capital preservation through diversified investments across different sectors. Typically, it includes a mix of blue-chip stocks, known for their track record of sustainable growth and reliable dividend yields. The fund is managed by Capital Group, which draws on its extensive research capabilities to select stocks that align with its conservative investment strategy. By combining equity growth with a less volatile approach, the Capital Group Conservative Equity Fund serves as a strategic component for portfolios that aim to manage risk while still participating in the equity market's upside potential.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $1,752,556,032. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for CGCV are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.