
See exactly how CGDV's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for CGDV and 80,000+ other tickers.
The fund's primary goals are to generate income that exceeds the typical dividend yield of U.S. equities and to pursue growth in its capital base, all while adhering to prudent common stock investment strategies. Its portfolio primarily consists of common stocks and highly liquid assets. A maximum of 10% of its holdings may be invested in shares of large international companies.

Capital Group Dividend Value ETF is reiterated at “hold” due to its well-balanced factor mix and its experienced management team. This analysis highlights its 17.06% next-year EPS growth rate and adequate quality (margin and capital efficiency ratios) and strong performance since its February 2022 inception. Current headwinds include an environment that's geared toward more “true” value ETFs with improved growth trends. This article offers PVAL and SCHD as cheaper alternatives that are also outperforming.

Capital Group Dividend Value ETF (CGDV) is rated BUY, targeting an 8%-12% total return over 6-12 months, outperforming SPY over three years. CGDV's diversified growth drivers span technology, industrials, and travel, reducing reliance on any single sector for performance. The fund's flexible dividend mandate allows investment in companies with future dividend potential, supporting quality and growth over immediate yield.

The seasonal winter rental in Florida is the retirement flex that quietly works. Three months in a two-bedroom on the Gulf Coast, or a condo in Naples, or a place near the grandkids in Sarasota, runs somewhere between $9,000 and $18,000 for the season depending on the market.

The mantra carrying the markets higher for years has been to leave it to mega-cap tech titans and AI leaders to drive the bulk of market gains, leaving cap-weighted indexes historically top-heavy. But a new narrative has begun to take over.

Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 2.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,100,905 shares of the company's stock after