Capital Group Short Duration Income ETF Price & Performance (CGSD)

Capital Group Short Duration Municipal Income ETF (CGSM) has seen increased activity from institutional investors, with Avantax Advisory Services and Truist Financial Corp expanding their holdings in the fourth quarter. The ETF, focused on investment-grade US municipal bonds, is trading near its 12-month high, reflecting steady investor confidence.12

Capital Group Short Duration Income ETF (CGSD) has delivered a 1.83% year-to-date return and a 6.86% gain over the past year. With an expense ratio of 0.25% and a portfolio heavily weighted toward asset- and mortgage-backed securities, the ETF continues to attract investors seeking short-term bond exposure with competitive yields.34

Morningstar has reaffirmed its Gold Medalist rating for the Capital Group Short Duration Income ETF (CGSD), citing its cost advantage and robust investment process. Although the management team is rated average, the ETF’s strong fundamentals and low expense ratio keep it competitive among short-term bond funds.14