CoreValues Alpha Greater China Growth ETF (CGRO)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
CoreValues Alpha Greater China Growth ETF (CGRO) trades at $20.63 with AI Score 44/100 (Grade C). CoreValues Alpha Greater China Growth ETF (CGRO) is an actively managed fund focusing on high-growth sectors within Greater China. Market cap: $8.15M, Sector: Financial services.
Price live · AI analysis from Mar 18, 2026Analyst Coverage for CGRO: CGRO does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CGRO against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CGRO: the 1 perspectives are evenly split.
How is this calculated? →CoreValues Alpha Greater China Growth ETF (CGRO) Financial Services Profile
CoreValues Alpha Greater China Growth ETF (CGRO) is a non-diversified, actively managed ETF targeting equity securities in high-growth sectors across Greater China, including mainland China, Taiwan, and Hong Kong. The fund provides investors exposure to the region's dynamic markets, focusing on companies with significant growth potential.
What Is the Investment Thesis for CGRO?
CoreValues Alpha Greater China Growth ETF (CGRO) presents an investment opportunity centered on the high-growth potential of the Greater China region. The fund's active management strategy aims to capitalize on emerging trends and opportunities within key sectors. A key value driver is the fund's focus on non-diversified investments, allowing for concentrated exposure to companies with significant growth prospects. Upcoming catalysts include continued economic expansion in the Greater China region and advancements in technology and innovation. However, potential risks include regulatory uncertainties and geopolitical tensions that could impact market sentiment. The fund's success depends on the manager's ability to identify and select companies that can deliver strong growth in a dynamic and competitive environment. Investors may want to evaluate the fund's non-diversified nature and the associated risks before investing.
Based on FMP financials and quantitative analysis
CGRO Key Highlights
- Market Cap of $8.15M indicates a relatively small fund size.
- Beta of 0.20 suggests lower volatility compared to the overall market.
- Actively managed ETF provides potential for outperformance through strategic stock selection.
- Focus on high-growth sectors in Greater China offers exposure to dynamic markets.
- Non-diversified strategy allows for concentrated investments in promising companies.
Who Are CGRO's Competitors?
CGRO is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| MCHI iShares MSCI China ETF | $51.96 | +2.06% | $6.46B | 44 |
| ASHR Xtrackers Harvest CSI 300 China A-Shares ETF | $35.53 | +1.05% | $2.56B | 47 |
| GXC State Street SPDR S&P China ETF | $87.72 | +1.79% | $475.04M | 44 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
| TPZ Tortoise Electrification Infrastructure ETF | $21.82 | +0.74% | $128.52M | 70 |
| TRNGF The Trendlines Group Ltd. | $0.03 | +2.95% | $28.87M | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CGRO's Key Strengths?
- Focus on high-growth sectors in Greater China.
- Active management strategy.
- Non-diversified approach allows for concentrated investments.
- Potential for higher returns compared to passive strategies.
What Are CGRO's Weaknesses?
- Non-diversified approach increases risk.
- Reliance on the performance of the Greater China market.
- Active management fees may be higher than passive ETFs.
- Smaller market cap compared to larger China ETFs.
What Could Drive CGRO Stock Higher?
- Continued economic growth in the Greater China region.
- Advancements in technology and innovation.
- Potential policy support for key sectors in Greater China.
- Increased investor interest in emerging markets.
What Are the Key Risks for CGRO?
- Regulatory uncertainties and geopolitical tensions.
- Increased competition from other ETFs and investment vehicles.
- Economic slowdown in Greater China.
- Fluctuations in currency exchange rates.
- Market volatility and fluctuations in stock prices.
What Are the Growth Opportunities for CGRO?
- Expansion into new sectors within Greater China: The fund could explore opportunities in emerging sectors such as renewable energy, electric vehicles, and biotechnology. These sectors are experiencing rapid growth and offer significant potential for investment returns. By diversifying its sector exposure, the fund can reduce its reliance on existing sectors and capture new growth opportunities. The market size for these emerging sectors is estimated to reach trillions of dollars in the coming years, providing ample room for growth. Timeline: Ongoing.
- Increased investment in technology and innovation: The fund could increase its allocation to companies that are at the forefront of technological innovation in Greater China. This includes companies involved in artificial intelligence, cloud computing, and e-commerce. These technologies are transforming industries and creating new opportunities for growth. The market for these technologies is expected to continue to expand rapidly, driven by increasing demand from businesses and consumers. Timeline: Ongoing.
- Strategic partnerships with local firms: The fund could form strategic partnerships with local firms in Greater China to gain access to new markets and investment opportunities. These partnerships can provide valuable insights into the local business environment and help the fund navigate regulatory challenges. By collaborating with local firms, the fund can enhance its ability to identify and capitalize on promising investment opportunities. Timeline: Ongoing.
- Development of new investment products: The fund could develop new investment products that cater to specific investor needs and preferences. This includes thematic ETFs that focus on specific investment themes, such as sustainable investing or healthcare innovation. By expanding its product offerings, the fund can attract new investors and increase its assets under management. Timeline: Ongoing.
- Enhanced marketing and distribution efforts: The fund could enhance its marketing and distribution efforts to increase its visibility and reach among potential investors. This includes online advertising, social media marketing, and partnerships with financial advisors. By effectively communicating its investment strategy and track record, the fund can attract new investors and grow its assets under management. Timeline: Ongoing.
What Opportunities Does CGRO Have?
- Expansion into new sectors and markets within Greater China.
- Increased investment in technology and innovation.
- Strategic partnerships with local firms.
- Development of new investment products.
What Threats Does CGRO Face?
- Regulatory uncertainties and geopolitical tensions.
- Increased competition from other ETFs and investment vehicles.
- Economic slowdown in Greater China.
- Fluctuations in currency exchange rates.
What Are CGRO's Competitive Advantages?
- Expertise in Greater China markets: Deep understanding of the local business environment and regulatory landscape.
- Active management strategy: Ability to adapt to changing market conditions and identify promising investment opportunities.
- Non-diversified approach: Potential for higher returns through concentrated investments.
- Established track record: Demonstrated ability to generate competitive returns for investors.
What Does CGRO Do?
CoreValues Alpha Greater China Growth ETF (CGRO) is an actively managed exchange-traded fund designed to provide investors with exposure to high-growth sectors within the Greater China region. This includes mainland China, Taiwan, and China's special administrative regions, such as Hong Kong. The ETF operates under a non-diversified strategy, concentrating its investments in a select number of companies believed to have significant growth potential. The fund's objective is to achieve capital appreciation by investing primarily in equity securities of companies operating in these high-growth sectors. The ETF's investment approach involves active management, where the fund's managers make strategic decisions regarding asset allocation and security selection. This active approach aims to outperform passive investment strategies by identifying and capitalizing on emerging trends and opportunities within the Greater China market. By focusing on high-growth sectors, the fund seeks to capture the potential upside from rapidly expanding industries and innovative companies. The fund's non-diversified nature allows for a more concentrated portfolio, potentially leading to higher returns but also increased risk. CGRO offers investors a vehicle to participate in the growth of the Greater China region, which is characterized by its dynamic economies and rapidly evolving business landscape. The fund's focus on high-growth sectors aims to provide exposure to companies that are at the forefront of innovation and expansion. The ETF is available to investors seeking to gain exposure to the Greater China market through a professionally managed investment product.
What Products and Services Does CGRO Offer?
- Invests primarily in equity securities of companies operating in high-growth sectors in Greater China.
- Actively manages a portfolio of stocks to achieve capital appreciation.
- Focuses on companies in mainland China, Taiwan, and China's special administrative regions.
- Utilizes a non-diversified investment strategy.
- Conducts research and analysis to identify promising investment opportunities.
- Monitors market trends and economic developments in the Greater China region.
How Does CGRO Make Money?
- Generates revenue through management fees charged to investors.
- Aims to outperform benchmark indices through active stock selection.
- Attracts investors seeking exposure to the Greater China market.
- Offers a convenient and accessible way to invest in a diversified portfolio of Chinese companies.
What Industry Does CGRO Operate In?
CoreValues Alpha Greater China Growth ETF operates within the asset management industry, specifically targeting the Greater China region. The asset management industry is characterized by intense competition, with numerous firms offering a variety of investment products. The growth of the industry is driven by factors such as increasing wealth, rising demand for investment solutions, and the globalization of financial markets. The ETF's focus on high-growth sectors in Greater China positions it to capitalize on the region's economic expansion and innovation. However, the fund faces competition from other ETFs and investment vehicles that also target the Greater China market.
Who Are CGRO's Key Customers?
- Institutional investors seeking exposure to Greater China equities.
- Retail investors looking for growth opportunities in emerging markets.
- Financial advisors seeking investment solutions for their clients.
- High-net-worth individuals interested in diversifying their portfolios.
CGRO Valuation & Market Position
Relative to its peer group, CGRO's quantitative score of 44/100 is below the peer average of 56/100.
CGRO Financials
Bull Case vs Bear Case
Bull Case
- Focus on high-growth sectors in Greater China.
- Active management strategy.
- Non-diversified approach allows for concentrated investments.
- Potential for higher returns compared to passive strategies.
Bear Case
- Non-diversified approach increases risk.
- Reliance on the performance of the Greater China market.
- Active management fees may be higher than passive ETFs.
- Smaller market cap compared to larger China ETFs.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
CGRO Latest News
No recent news available for CGRO.
CGRO Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CGRO.
Price Targets
Wall Street price target analysis for CGRO.
CGRO MoonshotScore
What does this score mean?
The MoonshotScore rates CGRO's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
What Investors Ask About CoreValues Alpha Greater China Growth ETF (CGRO) — Financial Services
What does CoreValues Alpha Greater China Growth ETF do?
CoreValues Alpha Greater China Growth ETF (CGRO) is an actively managed exchange-traded fund that focuses on investing in equity securities of companies operating in high-growth sectors within the Greater China region, including mainland China, Taiwan, and Hong Kong. The ETF employs a non-diversified strategy, concentrating its investments in a select number of companies believed to have significant growth potential. The fund aims to achieve capital appreciation by actively managing its portfolio and capitalizing on emerging trends and opportunities in the Greater China market. CGRO provides investors with a vehicle to participate in the growth of the region's dynamic economies and rapidly evolving business landscape.
What are the main risks for CGRO?
The main risks for CoreValues Alpha Greater China Growth ETF (CGRO) include regulatory uncertainties and geopolitical tensions in the Greater China region, which could negatively impact market sentiment and investor confidence. Increased competition from other ETFs and investment vehicles targeting the same market could also put pressure on the fund's performance. An economic slowdown in Greater China could lead to lower corporate earnings and reduced stock prices. Fluctuations in currency exchange rates could also affect the fund's returns. The fund's non-diversified approach increases its exposure to individual company risks and market volatility.
How sensitive is CGRO to changes in Chinese government regulations?
CGRO's performance is significantly influenced by Chinese government regulations due to its focus on Greater China equities. Changes in regulations affecting key sectors like technology, finance, or healthcare can directly impact the profitability and growth prospects of companies within the fund's portfolio. Increased regulatory scrutiny or policy shifts could lead to market volatility and reduced investor confidence. The fund's managers must closely monitor regulatory developments and adjust the portfolio accordingly to mitigate potential risks. Investors should be aware of the regulatory landscape and its potential impact on the fund's performance.
How does CGRO adapt to fintech disruption in the Greater China financial sector?
CGRO's ability to adapt to fintech disruption in the Greater China financial sector is crucial for its long-term performance. The fund's managers must identify and invest in companies that are successfully leveraging technology to innovate and disrupt traditional financial services. This includes companies involved in mobile payments, online lending, and digital banking. The fund should also avoid or reduce its exposure to companies that are failing to adapt to the changing landscape. By actively managing its portfolio and focusing on companies that are embracing fintech innovation, CGRO can capitalize on the growth opportunities in the Greater China financial sector.
What are the key factors to evaluate for CGRO?
CoreValues Alpha Greater China Growth ETF (CGRO) holds an AI score of 44/100 (low). Not financial advice.
How frequently does CGRO data refresh on this page?
CGRO prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CGRO's recent stock price performance?
CoreValues Alpha Greater China Growth ETF (CGRO) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on high-growth sectors in Greater China. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CGRO overvalued or undervalued right now?
Valuing CoreValues Alpha Greater China Growth ETF (CGRO) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The fund's performance is subject to market volatility and fluctuations in currency exchange rates.
- The fund's non-diversified approach increases risk.
- AI analysis is pending.