3 / 5 Stars
2 2 5 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#147 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.45 percent over the past year, and 13.70 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to preserve investors' investment while providing growth; income is a secondary consideration. The fund invests primarily in common stocks, or securities convertible into common stocks, of U.S. issuers that the investment adviser believes have the potential for growth. 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.
Fees are Average compared to funds in the same category.
Capital Group US Equity Fund has an expense ratio of 0.65 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.