(CGSD) Capital Short Duration - Ratings and Ratios

Capital Group Short Duration Income ETF (CGSD) is designed for investors seeking a low-duration bond investment. It primarily invests in a mix of bonds, debt securities, and money market instruments. The fund focuses on debt securities rated BBB or Baa3 by Nationally Recognized Statistical Rating Organizations (NRSROs) or those deemed equivalent by the adviser. This approach ensures a minimum credit quality threshold, reducing default risk while seeking regular income.

The portfolios average duration is generally under 2 years but may extend up to 3 years. This structure allows the fund to minimize interest rate sensitivity, making it suitable for environments with rising rates. CGSD is classified as a non-diversified fund, meaning it can concentrate investments in fewer securities, potentially increasing returns but also heightening risk.

As of the latest data, CGSD has assets under management (AUM) of $989.31 million, indicating significant investor interest. It trades on the NYSE ARCA under the ticker CGSD and falls under the Short-Term Bond ETF category. The fund does not report traditional valuation metrics like P/E, P/B, or P/S, which is common for fixed-income focused ETFs.