Where the Manager of This Morningstar 5-Star Rated Fund is Finding Income Right Now

February 9, 2026

TL;DR

Capital Group's Christopher Buchbinder identifies attractive dividend stock opportunities.
The Capital Group Dividend Value ETF (CGDV) seeks investment-grade companies with a history of paying income.
CGDV has outperformed the S&P 500 in down markets since its launch in February 2022.
The ETF has the largest allocation in information technology (26.8%), followed by industrials (15.6%) and health care (9.4%).
Buchbinder believes artificial intelligence (AI) represents a sustainable investment cycle, leading to increased holdings in semiconductor memory storage companies like Applied Materials.
The ETF also holds positions in the energy sector, such as Halliburton, due to changing supply/demand dynamics driven by AI data center demand.
In health care, the ETF has exposure to GLP-1 drugs, with Eli Lilly being the largest holding, due to long-term growth potential beyond weight loss.
Industrials offer opportunities in commercial aerospace (RTX, GE Aerospace) and traditional industrials (Carrier Global, Union Pacific, Illinois Tool Works) which are expected to benefit from a potential US industrial cycle revitalization.

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