A strong management team and sound investment process underpin Capital Group US Equity's Morningstar Medalist Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
- NAV / 1-Day Return 29.07 / 0.38 %
- Total Assets 291.3 Mil
-
Adj. Expense Ratio
0.430%
- Expense Ratio 0.430%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 25,000
- Status Open
- TTM Yield 1.21%
- Turnover 12%
Morningstar’s Analysis CUSEX
Will CUSEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Mar 31, 2023
- Equity Holdings 113
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Capital Group Central Cash M
5.27
15,209,849
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