CGCP: Active Bond ETF With Fair Fees And Average Track Record

2025-03-28 15:10:38 ET

Summary

• Capital Group Core Plus Income ETF offers a 5% yield from a diversified, low-risk debt securities portfolio with a 0.34% expense ratio.
• The CGCP ETF has outperformed the total bond market since inception but experienced an 11.9% price decline, losing 23% in inflation-adjusted value.
• Compared to competitors, CGCP has one of the lowest expense ratios and average performance and risk metrics, with JCPB and TOTL marginally better.
• A longer track record is needed to evaluate CGCP's long-term capital and income trends, especially in inflation-adjusted terms.

CGCP Strategy

Capital Group Core Plus Income ETF ( CGCP ) is an actively managed ETF with an expense ratio of 0.34% launched on 02/22/2022. CGCP has 1253 holdings from 513 issuers with an average yield-to-worst of 5.80% and a trailing 12-month yield of 5.14%. Distributions are paid monthly. As described by Capital Group ,...

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