CGDV Capital Group Dividend Value ETF
What is CGDV?
CGDV is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks.
CGDV Factset Analytics Insight
CGDV is part of Capital Group’s suite of first active ETFs. The fund looks for dividend-paying stocks of larger, well-established companies in the US, with market capitalizations greater than $4 billion. The fund typically considers the average yield on stocks in the S&P 500, as it seeks to produce income greater than the average. Generally, 90% of equity assets are invested in companies rated investment grade. Although the fund is US-focused, it may invest up to 10% of its assets in equities of larger companies outside the US. The fund adviser uses a high-conviction, multi-manager approach, the portfolio is divided into segments managed by individual managers. The fund makes investment decisions based on the discretion of the fund adviser, whose basic investment philosophy is to look for attractively valued companies with good, long-term opportunities. CGDV may hold cash or cash equivalents, and its daily cash balance may be invested in funds managed by the adviser.
CGDV Summary Data
CGDV Portfolio Data
CGDV Index Data
CGDV Portfolio Management
CGDV Tax Exposures
CGDV Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CGDV. CGDV is rated a 5 out of 5.
CGDV Sector/Industry Breakdown
CGDV Top 10 Holdings
CGDV Performance Statistics
CGDV Economic Development
CGDV Benchmark Comparison Summary
CGDV Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.