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Morningstar

Capital Group U.S. Multi-Sector Inc ETF CGMS

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

Morningstar’s Analysis CGMS

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

  • People Pillar

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

A sound investment process and strong management team underpin Capital Group U.S. Multi-Sector Inc ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CGMS

More CGMS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fed Fund 30Day Aug24 Xcbt 20240830

7.41 65.1 Mil
Government

Bcg8yx0n9 Irs Usd R V 00msofr Bcg8yx0n9_flo Ccpois

6.26 55.0 Mil
Government

Cap Grp Cent Fd Ser

4.91 43.1 Mil
—

Scg8jwnc7 Irs Usd R F 5.06150 Bcg8jwnc7_fix Ccpois

4.44 39.0 Mil
Government

Us 5yr Note (Cbt) Sep24 Xcbt 20240930

4.08 35.9 Mil
Government

2 Year Treasury Note Future Sept 24

3.11 27.3 Mil
Government

Scg8mrac8 Irs Usd R F 4.64150 Bcg8mrac8_fix Ccpois

2.31 20.3 Mil
Government

Scg8mra95 Irs Usd R F 4.69200 Bcg8mra95_fix Ccpois

1.87 16.4 Mil
Government

Us Long Bond(Cbt) Sep24 Xcbt 20240919

1.61 14.2 Mil
Government

Scg8mar52 Irs Usd R F 4.83400 Bcg8mar52_fix Ccpois

1.54 13.5 Mil
Government