Symbols

CGMM

Capital Group U.S. Small and Mid Cap ETF·NYSE

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Key Stats

Assets Under Management

1.50BUSD

Fund Flows (1Y)

1.27BUSD

Dividend Yield

0.37%

Discount/Premium to NAV

0.06%

Shares Outstanding

47.90M

Expense Ratio

0.51%

About Capital Group U.S. Small and Mid Cap ETF

Issuer

Capital Research and Management Company

Brand

Capital Group

Home Page

https://www.capitalgroup.com/individual/investments/exchange-traded-funds/details/cgmm

Inception Date

Jan 14, 2025

Structure

Open-Ended Fund

Index Tracked

Management Style

Active

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

Capital Research & Management Co.

Distributor

Capital Client Group, Inc.

CGMM is designed to invest in US small to mid-cap companies through a combination of common, preferred, convertible, and hybrid stocks, aligning with the growth potential of companies typical to certain market indices. It employs a multi-manager system, where investments are divided into segments managed by different experts, each leveraging their insights with the aim of identifying undervalued stocks believed to offer promising long-term potential. Managers frequently adjust the portfolio based on shifting market conditions, ensuring that investments align with attractive investment opportunities. Ultimately, the goal of CGMM is capital appreciation, achieved by focusing investments on good long-term opportunities.