Nasdaq - Delayed Quote USD

Capital Group US Equity (CUSEX)

34.44 +0.21 (+0.61%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 34.23
  • YTD Return 9.39%
  • Expense Ratio 0.43%
  • Category Large Growth
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 351.19M
  • Beta (5Y Monthly) 0.87
  • Yield 1.04%
  • 5y Average Return --
  • Holdings Turnover 26.00%
  • Last Dividend 0.08
  • Inception Date Apr 1, 2011

The fund invests primarily in common stocks of U.S. issuers that the investment adviser believes have the potential for growth, many of which have the potential to pay dividends. Under normal market conditions, it invests at least 80% of its net assets in equity-type securities and at least 80% of its net assets in securities of issuers in the United States. Investments may include U.S. registered securities of issuers outside of the United States such as American Depository Receipts.

Capital Group

Fund Family

Large Growth

Fund Category

351.19M

Net Assets

2011-04-01

Inception Date

Performance Overview: CUSEX

Trailing returns as of 6/11/2024. Category is Large Growth.

YTD Return

CUSEX
9.39%
Category
12.38%
 

1-Year Return

CUSEX
23.88%
Category
41.70%
 

3-Year Return

CUSEX
8.33%
Category
22.56%
 

5-Year Return

CUSEX
13.54%
Category
21.98%
 

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Holdings: CUSEX

Top 9 Holdings (30.76% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.86%
AVGO
Broadcom Inc. 4.18%
V
Visa Inc. 3.80%
GOOG
Alphabet Inc. 3.71%
MMC
Marsh & McLennan Companies, Inc. 2.91%
AMZN
Amazon.com, Inc. 2.44%
AAPL
Apple Inc. 2.42%
LIN
Linde plc 2.40%
ABT
Abbott Laboratories 2.04%

Sector Weightings

SectorCUSEX
Technology   24.42%
Industrials   14.11%
Healthcare   13.45%
Utilities   4.12%
Energy   2.61%
Real Estate   0.44%

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Research Reports: CUSEX

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