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Capital Group US Equity Series I

Ranked 621 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Christopher D. Buchbinder

Christopher D. Buchbinder is an equity portfolio manager at Capital Group. He has over 19 years of investment experience, all with Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. telecommunication services, autos, and auto parts & equipment companies. He began his career as a participant in The Associates Program, a two-year series of work assignments in various areas of the Capital organization. He holds a bachelor’s degree in economics and international relations from Brown University graduating cum laude. Buchbinder is based in San Francisco.

Barry Crosthwaite

Barry Crosthwaite is an equity portfolio manager at Capital Group. He has 18 years of investment experience, all with Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. electrical equipment/appliances, global energy equipment, and oil field services & drilling companies, as well as North American communications & networking equipment companies. Barry holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in chemistry from Occidental College graduating magna cum laude. Barry is based in San Francisco.

Mark Hickey

Mark Hickey is a portfolio manager at Capital Group. As an equity investment analyst, he covers U.S. food producers & manufacturers. He has over 14 years of investment experience and has been with Capital Group for over 13 years. Earlier in his career, as an equity investment analyst at Capital, Mark covered leisure products & facilities, cruise lines, toys, semiconductor equipment, homebuilding and building material companies. Prior to joining Capital, he was a research associate at Morgan Stanley Dean Witter and a research analyst summer intern with Oppenheimer Funds. He holds an MBA from the Wharton School of the University of Pennsylvania and a bachelor’s degree in chemical engineering from the University of California, Santa Barbara. Hickey is based in Los Angeles.

Objective

The fund invests primarily in common stocks, most of which have a history of paying dividends. It also invests on long-term growth of capital and income through investments primarily in common stocks of U.S. issuers.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 621/867 Total Return
  • Rank 305/867 Standard Deviation
  • Rank 202/867 Max Drawdown
Fund Name Currency Return
619 NBI U.S. Equity investor USD

11.0%

620 LCL Actions USA ISR (Euro)

Currency exposure is hedged

Currency exposure is hedged

EUR

11.0%

621 Capital Group US Equity Series I USD

11.0%

621 Manulife US Dividend Income Registered USD

11.0%

623 Richelieu Equity-US Value USD USD

11.0%

623 CoRe US Strategy E EUR No Dis USD

11.0%

623 JMCAM US Equity Fund S USD USD

11.0%

623 Fideuram Master Selection Equity Usa USD

11.0%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.5% 0.8%
2016 21.9% 8.6% 2.9% 5.3% 3.6%
2015 -8.3% -1.6% -0.1% -10.8% 4.6%
2014 12.1% 2.0% 6.2% 0.6% 2.8%
2013 29.1% 11.0% 0.3% 7.7% 7.7%
2012 13.4% 9.6% -4.1% 7.1% 0.8%
2011 -1.0% 4.6% -0.3% -13.7% 10.0%
2010 10.6% 3.8% -11.1% 10.2% 8.7%
2009 30.8% -7.0% 15.5% 14.1% 6.7%
2008 -38.7% -10.2% -3.3% -10.6% -21.1%
2007 -1.6% -0.2% 5.9% 2.9% -9.5%
2006 11.9% 4.5% -0.9% 3.6% 4.4%
2005 5.6% -3.4% 2.0% 3.5% 3.5%
2004 10.4% 2.6% 0.7% -3.1% 10.2%
2003 37.6% -1.4% 18.9% 3.6% 13.3%
2002 -24.5% 1.6% -18.0% -20.0% 13.3%
2001 -1.6% -6.6% 8.6% -17.3% 17.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date01/12/2000
  • Base currencyCAD

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).