
The core aim of this fund is to generate significant capital growth for its investors. To achieve this, it predominantly allocates its assets to common stocks and a range of other equity-based securities.
Is CGMM'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.

There has been a visible disparity between the performance of U.S. small-caps and U.S. large-caps so far this year. What hasn't been too visible is a lot of investor interest in the action.

Assetmark Inc. lifted its stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 40.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 751,163 shares of the company's stock after purchasing an additional 216,525 shares during the quarter. Assetmark

Capital International Investors decreased its stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 56.5% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 76,115 shares of the company's stock after selling 98,794 shares during

Capital Group U.S. Small and Mid Cap ETF continues to impress, delivering a 20% return since February 2025, outperforming key peers by 3-7%. CGMM's experienced management team leverages the Capital System, emphasizing diverse viewpoints and long-term, low-turnover investing with a forward outlook. Despite a high 0.51% expense ratio, CGMM's risk-adjusted returns (Sharpe and Sortino) lead its peer group, though the sample period is short. I expect CGMM might lag in bear markets.

Merit Financial Group LLC raised its holdings in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 3,215.7% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,316,034 shares of the company's stock after buying an