See what your fund actually adds

Capital Group U.S. Equity Fund CUSEX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

CUSEX compared with its replication portfolio
MeasureCUSEXReplication
Annualized growth12.0%12.8%
Annualized volatility15.1%16.6%
Sharpe ratio0.830.81
Maximum drawdown20.6%25.2%
Replication fit (R²)0.94 · Tracking error 3.7%

Replication portfolio

The published portfolio below is the investable basket used to model CUSEX’s historical return behavior.

CUSEX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap26.9%
MTUMFactor · Momentum25.4%
VUGStyle · Growth23.3%
XLVSector · Healthcare12.8%
XLISector · Industrials11.8%