The CG Capital Markets LLC is the issuer behind the CG Core Equity ETF (CGUS), an investment fund designed for investors seeking both capital appreciation and income. This ETF primarily invests in common stocks of companies that CG Capital Markets believes demonstrate the potential for appreciation and/or dividends. It typically allocates at least 80% of its assets in equity securities and may invest up to 15% of its assets in securities of issuers domiciled outside the United States. CGUS is a nondiversified fund, allowing it to potentially invest a greater portion of its assets in fewer issuers. The investment adviser employs a system of multiple portfolio managers to manage assets and seeks to invest in attractively valued companies for long-term growth and opportunities.
The CGUS Dividend ETF focuses on investing primarily in common stocks of companies that demonstrate potential for both capital appreciation and dividends. This ETF typically allocates at least 80% of its assets to equity securities while allowing for up to 15% of its assets to be invested in foreign issuers. Investors looking for a balance between capital appreciation and income may consider CGUS Dividend. The ETF's dividend distribution follows the individual dividend policies and performances of its constituent companies, aiming to provide investors with a combination of growth potential and dividend returns.
CGUS TRACKING focuses on tracking the performance of the Common Ground U.S. ETF Index. This ETF primarily invests in a diversified portfolio of common stocks, aiming to capture the potential for both capital appreciation and dividends. With at least 80% of its assets allocated to equity securities, it provides investors with exposure to U.S. equity markets. Additionally, the fund may allocate up to 15% of its assets to securities of issuers outside the United States, enhancing its global diversification. CGUS TRACKING is a nondiversified fund, which means it may concentrate its assets in fewer issuers. The fund's investment strategy relies on the expertise of multiple portfolio managers, each managing specific segments, to identify attractively valued companies for long-term investment opportunities. Securities may be sold when they no longer align with the fund's investment objectives.
The correlation aspect of the CGUS ETF (CGUS) is crucial in understanding its behavior in relation to the broader U.S. equity market. CGUS invests primarily in common stocks of companies with potential for appreciation and/or dividends, making its correlation with the overall market significant. This strong correlation makes CGUS an effective tool for investors seeking both capital appreciation and income. To explore CGUS's correlations with other assets and sectors, investors can utilize the ETF Insider web app, which offers deep and insightful data with simple visualization tools, highlighting overlaps for a comprehensive analysis of this ETF's performance.
The CGUS Sector ETF focuses on investing in common stocks of companies with the potential for appreciation and dividends. It maintains a nondiversified approach, meaning it may concentrate its assets in fewer issuers. While the fund typically invests at least 80% of its assets in U.S. equity securities, it may allocate up to 15% in foreign securities. Managed by a team of portfolio managers, the fund seeks attractively valued companies for long-term investment opportunities, making it suitable for investors aiming for both capital appreciation and income.
The exposure characteristic of the CGUS ETF (CGUS) is centered around its investment approach, primarily focusing on common stocks of companies with potential for appreciation and dividends. This ETF is nondiversified, allowing it to invest a significant portion of its assets in fewer issuers. While it primarily targets U.S. companies, it may allocate up to 15% of its assets to securities of foreign issuers, offering investors a diversified exposure mix.
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