Skip to Content
Morningstar

Capital Group Short Duration Income ETF CGSD

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

Morningstar’s Analysis CGSD

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

  • People Pillar

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

Capital Group Short Duration Income ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CGSD

More CGSD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Sept 24

25.76 175.8 Mil
Government

Scg8qmx48 Irs Usd R F 4.75908 Bcg8qmx48_fix Ccpois

8.54 58.3 Mil
Government

Scg8qn1p4 Irs Usd R F 4.75750 Bcg8qn1p4_fix Ccpois

7.69 52.5 Mil
Government

Scg8qmyw5 Irs Usd R F 4.74674 Bcg8qmyw5_fix Ccpois

5.42 37.0 Mil
Government

Bcg8rmlk4 Irs Usd R V 00msofr Bcg8rmlk4_flo Ccpois

5.11 34.9 Mil
Government

Cap Grp Cent Fd Ser

4.62 31.6 Mil
—

Federal Home Loan Mortgage Corp. 5%

1.39 9.5 Mil
Securitized

Federal National Mortgage Association 6.5%

1.34 9.1 Mil
Securitized

Federal National Mortgage Association 6%

1.24 8.4 Mil
Securitized

Federal National Mortgage Association 6.5%

0.74 5.1 Mil
Securitized