CGMM – Capital Group U.S. Small and Mid Cap ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in common stocks and other equity-type securities of small and mid-capitalization companies in the United States. The investment adviser currently defines “small and mid-capitalization companies” to be companies whose market capitalizations typically fall within the range of the Russell 2500 Index or the Russell Midcap Index. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CGMM	Capital Group U.S. Small and Mid Cap ETF	ETF	Open	—		Jan 14, 2025	$3.45B	0.510%	—	—	$2.62B

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