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The fund invests primarily in common stocks of companies around the world that the investment adviser believes have the potential to provide combinations of current yield and dividend growth over the long-term. The fund is non-diversified.
Is CGDG's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
The Capital Group Dividend Growers ETF is an actively managed fund from the Capital Group with a 2.33% trailing dividend yield, a 0.47% ER, and $5.65B in assets under management. CGDG has underperformed from a total returns perspective since its inception in September 2023, lagging behind higher-yielding global ETFs like FGD, WDIV, and DEW. However, CGDG's dividend growth features are excellent. 3Y and 5Y Dividend CAGRs aren't available, but my fundamental analysis reveals an 11.14% underlying 3Y Dividend CAGR that's well-supported by earnings growth.
Baird Financial Group Inc. grew its stake in shares of Capital Group Dividend Growers ETF (NYSEARCA:CGDG) by 27.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 186,756 shares of the company's stock after purchasing an additional
I prioritize dividend growth investing, building a core portfolio of select ETFs and high-quality individual stocks for stability and passive income. My approach favors continuity and flexibility, avoiding the risks of abrupt transitions from growth to dividend stocks near retirement. The portfolio centers on seven dividend growth ETFs, balancing moderate yield with robust growth potential and sector diversification.