About CUSEX
The Capital Group U.S. Equity Fund is a mutual fund focused on achieving long-term growth of capital and income by investing primarily in common stocks of U.S.-based companies. It follows a large growth investment style, targeting established and growing U.S. businesses across sectors such as technology, financial services, basic materials, and consumer cyclicals. Notably, the fund’s top holdings include major corporations like Microsoft, Broadcom, Alphabet, and Apple, reflecting an emphasis on sector leaders and innovation-driven firms.
It is managed by Capital Group, known for its disciplined, multi-manager approach, which aims to combine steady capital appreciation with a measure of downside protection. The fund is characterized by a relatively low expense ratio, putting it in the lowest cost quintile among its peers, and a moderate portfolio turnover rate. Designed for investors seeking prudent capital growth and principal preservation, the Capital Group U.S. Equity Fund plays a significant role in the large-cap equity segment and serves as a core equity holding in diversified portfolios.
Fund Family Capital Group
Category Large Blend
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CUSEX
Share Class Share Class
Index S&P 500 TR
CUSEX had a total return of 16.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.30%.
