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You are here: Manager factsheet

James B. Lovelace
Capital Group
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Manager profile
James B. Lovelace is an equity portfolio manager at Capital Group. He has 42 years of investment industry experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Jim covered beverages & tobacco, restaurants & lodging, household products and personal care companies. Jim began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor's degree with honors in philosophy from Swarthmore College. He also holds the Chartered Financial Analyst® designation and is a member of the Los Angeles Society of Financial Analysts. Jim is based in Los Angeles.
Total return for James B. Lovelace
Manager career performance
Discrete calendar year performance : James B. Lovelace

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
James B. Lovelace 21.9 1.2 0.8 20.9 -0.6 6.0 7.1 7.7 - -
Peer Group Composite 21.5 1.6 -6.2 24.0 4.9 8.6 8.1 12.4 - -
Over / Under 0.4 -0.4 7.0 -3.1 -5.5 -2.6 -1.0 -4.7 - -
Performance vs peer group composite: James B. Lovelace
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
2 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Capital Group Investment Company of America (LUX) Co-managed FO Equity - USA since Jun 17 2016 to present
Capital Group Capital Income Builder (LUX) Co-managed FO Mixed Asset - Aggressive since Sep 21 2018 to present
Funds managed previously
Fund Periods
Capital Group Capital Group US Growth and Income Fund (LUX) since Oct 31 2002 to Jan 01 2008
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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