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 (9), Greg Miliotes (2), Brantley W. Thompson (1) | |||
| 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 | 0.70% | |||
| Dividend | CUSEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.30% | |||
| Asset Allocation | CUSEX-NASDAQ | Click to Compare |
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| Cash | 3.45% | |||
| Stock | 95.96% | |||
| U.S. Stock | 91.58% | |||
| Non-U.S. Stock | 4.38% | |||
| Bond | 0.59% | |||
| U.S. Bond | 0.59% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CUSEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.86% | |||
| 30-Day Total Return | -8.88% | |||
| 60-Day Total Return | -9.00% | |||
| 90-Day Total Return | -8.27% | |||
| Year to Date Total Return | -7.55% | |||
| 1-Year Total Return | 13.11% | |||
| 2-Year Total Return | 20.75% | |||
| 3-Year Total Return | 52.31% | |||
| 5-Year Total Return | 64.36% | |||
| 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 | $34.11 | |||
| 1-Month Low NAV | $34.11 | |||
| 1-Month High NAV | $37.51 | |||
| 52-Week Low NAV | $29.72 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $40.66 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | CUSEX-NASDAQ | Click to Compare |
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| Beta | 0.88 | |||
| Standard Deviation | 10.50 | |||
| Balance Sheet | CUSEX-NASDAQ | Click to Compare |
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| Total Assets | 400.91M | |||
| 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% | |||