Capital Group U.S. Equity Fund
CUSEX
NASDAQ
Weiss Ratings | CUSEX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C+ | |||
Risk Index | Good | |||
Risk Grade | B | |||
Company Info | CUSEX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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Dividend Yield | 0.73% | |||
Dividend | CUSEX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.35% | |||
Asset Allocation | CUSEX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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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 Compare |
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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 Compare |
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Beta | 0.88 | |||
Standard Deviation | 13.40 | |||
Balance Sheet | CUSEX-NASDAQ | Click to Compare |
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Total Assets | 390.37M | |||
Operating Ratios | CUSEX-NASDAQ | Click to Compare |
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Expense Ratio | 0.43% | |||
Turnover Ratio | 26.00% | |||
Performance | CUSEX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 16.52% | |||
Last Bear Market Total Return | -12.32% | |||