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Capital Group U.S. Equity Fund

CIK: 0001785360 Equity
Report date: 2026-03-30
AUM $399M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-30

About this Fund

Capital Group U.S. Equity Fund is a renowned mutual fund company that specializes in providing expert asset management and investment solutions to a diverse range of investors. With a strong focus on wealth management, the company offers a comprehensive portfolio of mutual funds that cater to various investment objectives and risk profiles. Investors can choose from a variety of fund options, including equity, debt, hybrid, and specialty funds, each designed to help them achieve their long-term financial goals. The company's equity funds, for instance, invest in a broad spectrum of U.S. stocks, ranging from large-cap to small-cap and mid-cap companies, providing investors with opportunities to capitalize on the growth potential of the American economy. Meanwhile, its debt funds offer a more conservative approach, investing in high-quality bonds and other fixed-income securities to generate regular income and preserve capital. For investors seeking a balanced approach, the company's hybrid funds provide a mix of equity and debt investments, allowing them to benefit from the potential for long-term growth while minimizing risk. The company also offers systematic investment plans, or SIPs, which enable investors to invest a fixed amount of money at regular intervals, helping them to discipline their investment approach and reduce the impact of market volatility. By leveraging the expertise of its experienced investment managers and researchers, Capital Group U.S. Equity Fund is committed to delivering exceptional investment results and building long-term relationships with its clients. The company's investor-centric approach, combined with its rigorous investment process and commitment to transparency, has earned the trust of investors worldwide, making it a preferred choice for those seeking to grow their wealth and achieve financial security. With a rich history of investment excellence and a strong reputation for integrity and reliability, Capital Group U.S. Equity Fund continues to be a leading player in the mutual fund industry, dedicated to helping investors navigate the complexities of the financial markets and achieve their investment objectives through a well-diversified portfolio of mutual funds. By providing access to a broad range of investment products and services, the company empowers investors to take control of their financial futures, making informed investment decisions that align with their unique needs and goals. As a trusted partner in the pursuit of financial success, Capital Group U.S. Equity Fund remains steadfast in its commitment to delivering outstanding investment performance, exceptional client service, and unparalleled wealth management expertise, making it an ideal choice for investors seeking to build a brighter financial future.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

51 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AAPL APPLE INC Since 2026-05-10 037833100 Equity (Common)
3.32%
$13.26 51,099
2 ABBV ABBVIE INC Since 2026-05-10 00287Y109 Equity (Common)
0.98%
$3.90 17,478
3 ABT ABBOTT LABORATORIES Since 2026-05-10 002824100 Equity (Common)
0.95%
$3.79 34,722
4 ACN ACCENTURE PLC Since 2026-05-10 N/A Equity (Common)
0.35%
$1.41 5,352
5 AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 363576109 Equity (Common)
0.60%
$2.40 9,643
6 AMAT APPLIED MATERIALS INC Since 2026-05-10 038222105 Equity (Common)
0.14%
$0.57 1,759
7 AME AMETEK INC Since 2026-05-10 031100100 Equity (Common)
0.32%
$1.26 5,618
8 AMGN AMGEN INC Since 2026-05-10 031162100 Equity (Common)
1.32%
$5.28 15,450
9 AMZN AMAZON.COM INC Since 2026-05-10 023135106 Equity (Common)
3.59%
$14.32 59,831
10 AON AON PLC Since 2026-05-10 N/A Equity (Common)
0.22%
$0.88 2,521
11 CHD CHURCH & DWIGHT CO INC Since 2026-05-10 171340102 Equity (Common)
0.57%
$2.29 23,776
12 CMG CHIPOTLE MEXICAN GRILL INC Since 2026-05-10 169656105 Equity (Common)
0.27%
$1.09 28,089
13 CNP CENTERPOINT ENERGY INC Since 2026-05-10 15189T107 Equity (Common)
0.42%
$1.68 42,311
14 COP CONOCOPHILLIPS Since 2026-05-10 20825C104 Equity (Common)
0.71%
$2.85 27,345
15 CRM SALESFORCE INC Since 2026-05-10 79466L302 Equity (Common)
1.06%
$4.23 19,917
16 GOOG ALPHABET INC Since 2026-05-10 02079K107 Equity (Common)
6.49%
$25.89 76,471
17 HLT HILTON WORLDWIDE HOLDINGS INC Since 2026-05-10 43300A203 Equity (Common)
0.26%
$1.04 3,483
18 HUM HUMANA INC Since 2026-05-10 444859102 Equity (Common)
0.24%
$0.94 4,830
19 IR INGERSOLL-RAND INC Since 2026-05-10 45687V106 Equity (Common)
0.50%
$2.01 23,329
20 JKHY JACK HENRY & ASSOCIATES INC Since 2026-05-10 426281101 Equity (Common)
0.34%
$1.35 7,545
21 JPM JPMORGAN CHASE & CO Since 2026-05-10 46625H100 Equity (Common)
1.95%
$7.78 25,422
22 MAR MARRIOTT INTERNATIONAL INC Since 2026-05-10 571903202 Equity (Common)
0.49%
$1.94 6,146
23 META META PLATFORMS INC Since 2026-05-10 30303M102 Equity (Common)
3.21%
$12.81 17,882
24 MRSH MARSH & MCLENNAN COMPANIES INC Since 2026-05-10 571748102 Equity (Common)
1.94%
$7.76 41,226
25 MSCI MSCI INC Since 2026-05-10 55354G100 Equity (Common)
0.29%
$1.14 1,872
26 MU MICRON TECHNOLOGY INC Since 2026-05-10 595112103 Equity (Common)
2.00%
$8.00 19,280
27 NOW SERVICENOW INC Since 2026-05-10 81762P102 Equity (Common)
0.54%
$2.17 18,565
28 OKE ONEOK INC Since 2026-05-10 682680103 Equity (Common)
0.31%
$1.25 15,812
29 PAYX PAYCHEX INC Since 2026-05-10 704326107 Equity (Common)
0.17%
$0.66 6,387
30 PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 718172109 Equity (Common)
2.17%
$8.65 48,236
31 ARMK ARAMARK Since 2026-05-10 03852U106 Equity (Common)
0.44%
$1.76 45,720
32 ATI ATI INC Since 2026-05-10 01741R102 Equity (Common)
0.51%
$2.04 16,986
33 AVGO BROADCOM INC Since 2026-05-10 11135F101 Equity (Common)
7.62%
$30.44 91,869
34 AZN ASTRAZENECA PLC Since 2026-05-10 046353108 Equity (Common)
0.49%
$1.94 20,899
35 BURL BURLINGTON STORES INC Since 2026-05-10 122017106 Equity (Common)
0.36%
$1.44 4,867
36 CAT CATERPILLAR INC Since 2026-05-10 149123101 Equity (Common)
0.27%
$1.06 1,617
37 KKR KKR & CO INC Since 2026-05-10 48251W104 Equity (Common)
0.52%
$2.07 18,128
38 LII LENNOX INTERNATIONAL INC Since 2026-05-10 526107107 Equity (Common)
0.54%
$2.15 4,338
39 PSA PUBLIC STORAGE Since 2026-05-10 74460D109 Equity (Common)
0.20%
$0.80 2,898
40 RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-05-10 N/A Equity (Common)
1.32%
$5.27 16,237
41 SHOP SHOPIFY INC Since 2026-05-10 82509L107 Equity (Common)
0.64%
$2.55 19,461
42 SPGI S&P GLOBAL INC Since 2026-05-10 78409V104 Equity (Common)
0.60%
$2.40 4,551
43 SRE SEMPRA Since 2026-05-10 816851109 Equity (Common)
0.47%
$1.88 21,635
44 TEL TE CONNECTIVITY PLC Since 2026-05-10 N/A Equity (Common)
0.23%
$0.93 4,180
45 TMUS T-MOBILE US INC Since 2026-05-10 872590104 Equity (Common)
0.21%
$0.85 4,327
46 TOST TOAST INC Since 2026-05-10 888787108 Equity (Common)
0.24%
$0.95 30,489
47 URI UNITED RENTALS INC Since 2026-05-10 911363109 Equity (Common)
0.29%
$1.16 1,488
48 V VISA INC Since 2026-05-10 92826C839 Equity (Common)
2.41%
$9.64 29,951
49 WCN WASTE CONNECTIONS INC Since 2026-05-10 94106B101 Equity (Common)
1.03%
$4.10 24,461
50 WELL WELLTOWER INC Since 2026-05-10 95040Q104 Equity (Common)
1.28%
$5.13 27,213
51 YUM YUM! BRANDS INC Since 2026-05-10 988498101 Equity (Common)
0.24%
$0.96 6,161
Frequently Asked Questions — Capital Group U.S. Equity Fund
What type of mutual fund is Capital Group U.S. Equity Fund?
Capital Group U.S. Equity Fund is a SEC-registered Equity fund, with $399M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Capital Group U.S. Equity Fund holds 51 portfolio positions, all detailed in the holdings table on this page.
What are Capital Group U.S. Equity Fund's assets under management (AUM)?
Capital Group U.S. Equity Fund has $399M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Capital Group U.S. Equity Fund's top holdings?
According to Capital Group U.S. Equity Fund's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include APPLE INC, ABBVIE INC, ABBOTT LABORATORIES , among others. The complete list of all 51 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Capital Group U.S. Equity Fund's expense ratio?
Expense ratio data for Capital Group U.S. Equity Fund is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Capital Group U.S. Equity Fund's SEC filings?
Capital Group U.S. Equity Fund is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001785360. You can access all of Capital Group U.S. Equity Fund's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001785360). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Capital Group U.S. Equity Fund's holdings data on StockSifting?
Holdings data for Capital Group U.S. Equity Fund on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.