Mutual Funds - Profile

Capital Group US Equity Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks primarily capital appreciation and secondarily current income in the long term by investing in companies in the United States.

The investment process seeks to highlight companies that demonstrate growth potential.

The research team uses quantitative techniques to formulate earnings estimates and valuations. The research process also includes meeting with all levels of company management.

In addition, the team looks for cyclical improvement, turnarounds or deep value situations.

The fund’s analysts as a group are given a portion of portfolio assets to manage, each in their particular fields of experience and knowledge.

More

Price

  • Last Close
  • $30.65
    +0.53
  • 52 Week HL
  • $33.01 - $26.06
  • Net Assets
  • $173.8 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Aug 10, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Irfan M. Furniturewala
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports
  • Website

Performance
-6.1 % YTD

  • 3 Year
  • 19.48%
  • 5 Year
  • 46.38%
  • Best
  • 30.78%
    2013
  • Worst
  • -6.08%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CUSEX -9%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -3.7% 2.7% -14.9% 14.1% -0.4% 6.8% 1.4% 3% 0.5% 10.7% -
Q2 - 8.8% 18% 3.5% 5.3% 4% 3.6% -0.2% 4.6% 1.1% -
Q3 - 5.9% 5.4% 1.3% 6% 4% 2.8% -7% -0.5% 6.5% -
Q4 - 3.9% 6% 4.5% -11.9% 4% 1.6% 6.5% 3.4% 9.7% -

Returns +
M

J F M A M J J A S O N D
2022 -8.4% - - - - - - - - - - -
2021 -2.6% 2.1% 3.2% 5.5% 1.2% 1.8% 3% 2.3% 0.6% 0.1% -2% 0.3%

Annual
Return

Index Comparison

Alpha

NAV