Capital Group US Equity holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Capital Group U.S. Equity Fund CUSEX
- NAV / 1-Day Return 40.52 / −0.64 %
- Total Assets 428.4M
-
Adj. Expense Ratio
0.430%
- Expense Ratio 0.420%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 25,000
- Status Open
- TTM Yield 0.71%
- Turnover 26%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CUSEX
Will CUSEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Broadcom Inc | 7.62 | 28M | Technology |
Alphabet Inc Class C | 5.88 | 22M | Communication Services |
Microsoft Corp | 5.37 | 20M | Technology |
Capital Group Central Cash M | 4.49 | 17M | — |
Apple Inc | 3.48 | 13M | Technology |
Amazon.com Inc | 3.34 | 12M | Consumer Cyclical |
KLA Corp | 3.18 | 12M | Technology |
GE Aerospace | 3.00 | 11M | Industrials |
Meta Platforms Inc Class A | 2.74 | 10M | Communication Services |
Constellation Energy Corp | 2.61 | 10M | Utilities |
United States