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Capital Group U.s. Equity Fund (CUSEX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 377.08M
Capital Group US Equity
37.37
+0.19
+0.51%
- Overview
- Profile
- Historical Data
- Holdings
CUSEX Overview
On this page you'll find an in-depth profile of Capital Group U.s. Equity Fund. Learn about the key management, total assets, investment strategy and contact information of CUSEX among other information.
Investment Strategy
The investment seeks to provide prudent growth of capital and conservation of principal. 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% of its net assets in equity-type securities and at least 80% of its net assets in securities of issuers in the United States. Investments may include U.S. registered securities of issuers outside of the United States such as American Depository Receipts.
Contact Information
Address
181 Bay Street, Suite 3730, P.O. Box 807
Toronto,Ontario M5J 2T3
Canada
Toronto,Ontario M5J 2T3
Canada
Phone
416/815-2134
Web
capitalgroup.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Greg Miliotes | Portfolio Manager | 2024 | Now |
| Biography | Greg Miliotes is an equity portfolio manager at Capital Group. He also serves on the Capital Group Management Committee. He has 26 years of investment industry experience and has been with Capital Group for 17 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. diversified industrials, heavy machinery and waste companies, U.S. small-cap health care companies and large-cap medical technology. Prior to joining Capital, Greg was an investment analyst responsible for health care stock selection with RS Investments. He holds a master's degree and certificate in global management and public management from Stanford Graduate School of Business and a bachelor's degree in mechanical engineering from the Massachusetts Institute of Technology. Greg is based in San Francisco. | ||
| Cheryl E. Frank | Vice President /portfolio manager | 2017 | Now |
| Biography | Cheryl E. Frank is an equity portfolio manager at Capital Group. She has 24 years of investment experience and has been with Capital Group for 21 years. Earlier in her career at Capital, as an equity investment analyst, she covered health care services and software companies in both the U.S. and Europe. Prior to joining Capital, she was a fixed income derivatives marketing associate at J.P. Morgan. She holds an MBA and a certificate in global management and public management from Stanford Graduate School of Business, and a bachelor's degree in environmental science and public policy from Harvard College graduating cum laude. Cheryl is based in San Francisco. | ||
| William L. Robbins | Portfolio Manager | 2014 | Now |
| Biography | William L. Robbins is an equity portfolio manager at Capital Group. He also serves on the Portfolio Solutions Committee and the Target Date Solutions Committee. He has 31 years of investment industry experience and has been with Capital Group for 29 years. Earlier in his career, as an equity investment analyst at Capital, Will covered small-capitalization companies, REITs and U.S. banks. Prior to joining Capital, he was a part of the investment team at Tiger Management Corp. in New York and a financial analyst with Morgan Stanley. | ||
| Gregory D. Fuss | Portfolio Manager | 2013 | 2024 |
| Biography | Gregory D. Fuss is an equity portfolio manager at Capital Group. He has 38 years of investment experience and has been with Capital Group for 16 years. Earlier in his career at Capital, Greg managed a portion of the research portfolio and was a portfolio specialist, acting as liaison between portfolio managers and investment counselors. Before joining Capital, Greg was a managing director at Deutsche Bank and its predecessor firm, Scudder, Stevens & Clark. At Deutsche Bank, he also served as regional manager and director of the Los Angeles office. | ||
| Theodore R. Samuels | Portfolio Manager | 2011 | 2017 |
| Biography | Theodore R. Samuels is an equity portfolio manager at Capital Group. He is president of Capital Guardian Trust Company and serves on the Capital Group Private Client Services Management Committee. Ted has 33 years of investment experience and has been with Capital Group for 31 years. Earlier in his career, as an equity investment analyst at Capital, Ted covered electrical equipment, transportation and commercial aerospace companies. He holds a master’s degree from Harvard Business School and a bachelor’s degree from Harvard College. Ted is based in Los Angeles. | ||
| Shelby Notkin | Chairman | 2011 | 2015 |
| Biography | Shelby Notkin is chairman of Capital Guardian Trust Company's Personal Investment Management (PIM) division, a senior vice president of Capital Guardian Trust Company, a director of Capital Guardian Trust Company, a Nevada Corporation, and a member of the Capital Guardian Trust Company Board. He also serves as a portfolio manager for PIM and Capital Guardian Trust Company, a Nevada Corporation, and chairman of the PIM Investment and Management Committees. Before joining the Capital Group organization in 1993 he spent 18 years with Morgan Stanley, where he established its presence on the West C | ||
| Todd S. James | Senior Vice President | 2011 | 2014 |
| Biography | Todd S. James is an equity portfolio manager at Capital Group. He serves on the Capital Group Private Client Services Management Committee. He has 27 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Todd covered U.S. convertible securities, as well as merchandising, leisure products and electric utilities. He was also a statistician for Capital Group Research. Todd holds a master’s degree from the University of Southern California and a bachelor’s degree from California State University, Sacramento. | ||
| William H. Hurt | Chairman | 2011 | 2012 |
| Biography | William H. Hurt is chairman of the board of Capital Guardian Trust Company, a Nevada Corporation and a senior vice president of Capital Guardian Trust Company. He also serves as chairman of the board of Capital Strategy Research, Inc. He joined Capital Research and Management Company in 1972 and served as a director of The Capital Group Companies, Inc. Mr. Hurt graduated from the University of Southern California (magna cum laude) and received an MBA from Harvard University Graduate School of Business Administration. Prior to joining Capital Guardian, he was with Dean Witter & Co. for 20 years | ||
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