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CGDV inclusion in AF Portfolio Series


I just looked at the American Funds Portfolio Series Annual report (10/23, just out) and notice they've included CGDV in one of their portfolios. Not sure if that helped support that ETF's price strength over the past year or not, but it's just an interesting factoid -- I don't recall seeing that there before.

(disclosure: I am in their Moderate G&I portfolio through a SMA)

Screenshot-2023-12-30-at-12-17-20

Comments

  • @rforno: CGDV has more AUM than CGGO or CGGR, but all are healthy. Inclusion in the SMA surely can’t hurt. Our family is using all three of the above.
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