Overview
Actively managed core US equity fund — a blend of growth and dividend-paying companies, run by Capital Group's multi-manager system as an S&P 500 alternative.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| MSFT | Microsoft Corp. | 6.2% |
| NVDA | NVIDIA Corp. | 5.4% |
| META | Meta Platforms | 4.1% |
| AVGO | Broadcom Inc. | 3.5% |
| AAPL | Apple Inc. | 3.1% |
| AMZN | Amazon.com Inc. | 2.8% |
| LLY | Eli Lilly & Co. | 2.2% |
| JPM | JPMorgan Chase | 2.0% |
| UNH | UnitedHealth Group | 1.7% |
| GE | GE Aerospace | 1.6% |
Fund Details
Investment Thesis
CGUS is the moderate sibling of CGGR: same multi-manager discipline, but blending growth names with steadier dividend payers so the portfolio can serve as an entire US core rather than a growth satellite. Tracking near the S&P 500 with modest active tilts, it is built for investors who want a human sanity-check on the index without a big bet against it — and its rapid asset growth suggests advisors agree.
Who It's For
Investors replacing an S&P 500 fund with light-touch active management at mutual-fund-beating cost. A one-fund US core for people who trust Capital Group's ninety-year record over pure indexing.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | -- | -- |
| 2019 | -- | -- |
| 2020 | -- | -- |
| 2021 | -- | -- |
| 2022 | $20.00 | -- |
| 2023 | $25.20 | +26.0% |
| 2024 | $31.25 | +24.0% |
| 2025 | $37.50 | +20.0% |
| Year | Yield |
|---|---|
| 2016 | -- |
| 2017 | -- |
| 2018 | -- |
| 2019 | -- |
| 2020 | -- |
| 2021 | -- |
| 2022 | 1.20% |
| 2023 | 1.10% |
| 2024 | 1.00% |
| 2025 | 0.90% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | -- | -- |
| 2017 | -- | -- |
| 2018 | -- | -- |
| 2019 | -- | -- |
| 2020 | -- | -- |
| 2021 | -- | -- |
| 2022 | $1B | -- |
| 2023 | $2.5B | +150.0% |
| 2024 | $5.5B | +120.0% |
| 2025 | $8.5B | +54.5% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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