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CUSEX
Mutual Fund ticker: NASDAQ
AS OF
Apr 3 closing price
Price
$31.91
Change
-$1.48 (-4.43%)
Net Assets
348.42M

CUSEX Capital Group US Equity Forecast, Technical & Fundamental Analysis

The investment seeks to provide prudent growth of capital and conservation of principal... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Chipotle Mexican Grill (NYSE:CMG).

Industry description

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.

Market Cap

The average market capitalization across the Capital Group US Equity MF is 1.11T. The market cap for tickers in the group ranges from 67.88B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CMG at 67.88B.

Volume

The average weekly volume growth across all stocks in the Capital Group US Equity MF was -20%. For the same stocks of the MF, the average monthly volume growth was -37% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 61
P/E Growth Rating: 44
Price Growth Rating: 51
SMR Rating: 34
Profit Risk Rating: 13
Seasonality Score: 20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Capital Group U.S. Equity Fund6455 IRVINE CENTER DRIV
Phone
213-486-9200
Web
N/A
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CUSEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CUSEX has been closely correlated with GFAFX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if CUSEX jumps, then GFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CUSEX
1D Price
Change %
CUSEX100%
N/A
GFAFX - CUSEX
91%
Closely correlated
N/A
GFACX - CUSEX
91%
Closely correlated
N/A
VITSX - CUSEX
85%
Closely correlated
N/A
VSMPX - CUSEX
85%
Closely correlated
N/A
VSTSX - CUSEX
85%
Closely correlated
N/A
More