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Capital Group US Equity CUSEX

Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 33.76  /  +0.12 %
  • Total Assets 354.0 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 1.11%
  • Turnover 26%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:00 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.

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.

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Portfolio Holdings CUSEX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.55 21.7 Mil
Technology

Visa Inc Class A

4.19 13.9 Mil
Financial Services

Broadcom Inc

3.65 12.1 Mil
Technology

Capital Group Central Cash M

3.48 11.6 Mil

Apple Inc

3.14 10.4 Mil
Technology

Marsh & McLennan Companies Inc

3.13 10.4 Mil
Financial Services

Alphabet Inc Class C

3.03 10.1 Mil
Communication Services

Linde PLC

2.27 7.5 Mil
Basic Materials

Chipotle Mexican Grill Inc

1.94 6.4 Mil
Consumer Cyclical

UnitedHealth Group Inc

1.94 6.4 Mil
Healthcare