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Morningstar

Capital Group US Equity CUSEX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 34.61  /  +1.26 %
  • Total Assets 354.5 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 Growth
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.98%
  • Turnover 26%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CUSEX

Will CUSEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CUSEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CUSEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CUSEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Capital Group US Equity's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CUSEX

More CUSEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.16 25.8 Mil
Technology

Broadcom Inc

4.97 17.9 Mil
Technology

Alphabet Inc Class C

4.39 15.8 Mil
Communication Services

Visa Inc Class A

3.51 12.7 Mil
Financial Services

Capital Group Central Cash M

3.10 11.2 Mil
—

Marsh & McLennan Companies Inc

2.93 10.6 Mil
Financial Services

Apple Inc

2.92 10.5 Mil
Technology

Amazon.com Inc

2.57 9.3 Mil
Consumer Cyclical

Linde PLC

2.23 8.0 Mil
Basic Materials

KLA Corp

1.93 7.0 Mil
Technology