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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
Cullen Frost Bankers Inc. increased its position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 99.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 75,180 shares of the company's stock after purchasing an
Ergawealth Advisors Inc. boosted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 244.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 332,764 shares of the company's stock after buying an
CGMM is comprised of 90 small/mid-cap securities selected for their capital appreciation potential. Following an "acorns to oaks" strategy, CGMM has already amassed $1B in assets in under a year. My analysis indicates CGMM's portfolio managers target candidates with solid turnaround stories and high forecasted earnings per share growth. The quality is slightly disappointing. The fund currently overweights Financials at 26%, which is defensible due to strong M&A activity, a steepening yield curve, and 33% estimated EPS growth for S&P MidCap 400 Index components.
SEC filings for CGMM aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.