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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 32.82  /  −0.33 %
  • Total Assets 342.5 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 1.04%
  • Turnover 26%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 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 33.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.75 23.9 Mil
Technology

Broadcom Inc

4.10 14.5 Mil
Technology

Visa Inc Class A

3.85 13.6 Mil
Financial Services

Alphabet Inc Class C

3.41 12.1 Mil
Communication Services

Capital Group Central Cash M

3.04 10.8 Mil
—

Cash And Other Assets Less Liablities

2.93 10.4 Mil
Cash and Equivalents

Marsh & McLennan Companies Inc

2.86 10.1 Mil
Financial Services

Apple Inc

2.55 9.1 Mil
Technology

Amazon.com Inc

2.39 8.5 Mil
Consumer Cyclical

Linde PLC

2.32 8.2 Mil
Basic Materials