Capital Group Equity Fund Quote
| CUSEX Fund | USD 40.07 0.03 0.07% |
PerformanceFair
| Odds Of DistressLow
|
Capital Group is trading at 40.07 as of the 4th of December 2025; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 40.04. Capital Group has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 13th of February 2024 and ending today, the 4th of December 2025. Click here to learn more.
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 percent of its net assets in equity-type securities and at least 80 percent of its net assets in securities of issuers in the United States. More on Capital Group Equity
Moving together with Capital Mutual Fund
Capital Mutual Fund Highlights
| Fund Concentration | Capital Group Funds, Large Blend Funds, Large Blend, Capital Group, Large Blend, Large Growth (View all Sectors) |
| Update Date | 31st of December 2025 |
Capital Group Equity [CUSEX] is traded in USA and was established 4th of December 2025. Capital Group is listed under Capital Group category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Capital Group family. This fund currently has accumulated 239.36 M in assets under management (AUM) with minimum initial investment of 25 K. Capital Group Equity is currently producing year-to-date (YTD) return of 10.45% with the current yeild of 0.01%, while the total return for the last 3 years was 16.9%.
Check Capital Group Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Capital Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Capital Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Capital Group Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Capital Group Equity Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| WCN | Waste Connections | Stock | Industrials | |
| SLB | Schlumberger NV | Stock | Energy | |
| MMC | Marsh McLennan Companies | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PG | Procter Gamble | Stock | Consumer Staples |
Capital Group Equity Risk Profiles
| Mean Deviation | 0.5791 | |||
| Semi Deviation | 0.7785 | |||
| Standard Deviation | 0.7867 | |||
| Variance | 0.6189 |
Capital Group Against Markets
Other Information on Investing in Capital Mutual Fund
Capital Group financial ratios help investors to determine whether Capital Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Capital with respect to the benefits of owning Capital Group security.
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