B
Capital Group U.S. Equity Fund CUSEX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CUSEX-NASDAQ Click to
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Rating B
Reward Index Fair
Reward Grade C+
Risk Index Good
Risk Grade B
Company Info CUSEX-NASDAQ Click to
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Provider Capital Group
Manager/Tenure (Years) Cheryl E. Frank (8), Greg Miliotes (1), Brantley W. Thompson (0)
Website http://capitalgroup.com
Fund Information CUSEX-NASDAQ Click to
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Fund Name Capital Group U.S. Equity Fund
Category Large Blend
Sub-Category US Equity Large Cap Blend
Prospectus Objective Growth
Inception Date Apr 01, 2011
Open/Closed To New Investors Open
Minimum Initial Investment 25,000.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares CUSEX-NASDAQ Click to
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Dividend Yield 0.73%
Dividend CUSEX-NASDAQ Click to
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Dividend Yield (Forward) 1.35%
Asset Allocation CUSEX-NASDAQ Click to
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Cash -0.07%
Stock 96.06%
U.S. Stock 92.27%
Non-U.S. Stock 3.79%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 4.00%
Price History CUSEX-NASDAQ Click to
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7-Day Total Return 0.25%
30-Day Total Return 3.68%
60-Day Total Return 2.64%
90-Day Total Return 6.63%
Year to Date Total Return 14.88%
1-Year Total Return 17.71%
2-Year Total Return 54.00%
3-Year Total Return 77.26%
5-Year Total Return 95.28%
Price CUSEX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV CUSEX-NASDAQ Click to
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Nav $39.13
1-Month Low NAV $37.74
1-Month High NAV $39.38
52-Week Low NAV $29.72
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $39.38
52-Week High Price (Date) Sep 22, 2025
Beta / Standard Deviation CUSEX-NASDAQ Click to
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Beta 0.88
Standard Deviation 13.40
Balance Sheet CUSEX-NASDAQ Click to
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Total Assets 390.37M
Operating Ratios CUSEX-NASDAQ Click to
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Expense Ratio 0.43%
Turnover Ratio 26.00%
Performance CUSEX-NASDAQ Click to
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Last Bull Market Total Return 16.52%
Last Bear Market Total Return -12.32%