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You are here: Manager factsheet

Jessica Spaly
Capital Group
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Manager profile
Jessica C. Spaly is an equity portfolio manager at Capital Group. She also serves on the Target Date Solutions Committee. She has 26 years of investment industry experience and has been with Capital Group for 20 years. Earlier in her career, as an equity investment analyst at Capital, Jessica covered U.S. retailing, branded apparel and footwear, and e-commerce. Prior to joining Capital, Jessica was a private equity analyst for Kohlberg Kravis Roberts & Co. and an analyst in mergers and acquisitions for Morgan Stanley. She holds an MBA from Harvard Business School, graduating with high distinction as a Baker Scholar, and a bachelor's degree in economics from Harvard College graduating magna cum laude and Phi Beta Kappa. Jessica is based in San Francisco.
Total return for Jessica Spaly
Manager career performance
Discrete calendar year performance : Jessica Spaly

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
Jessica Spaly 28.1 5.5 -14.9 30.0 - - - - - -
Peer Group Composite 25.5 1.6 -4.6 31.2 - - - - - -
Over / Under 2.6 3.9 -10.3 -1.2 - - - - - -
Performance vs peer group composite: Jessica Spaly
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 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Capital Group AMCAP Fund (LUX) Co-managed FO Equity - USA since Oct 01 2020 to present
Capital Group Investment Company of America (LUX) Co-managed FO Equity - USA since Mar 01 2022 to present
CG SG Bl Fd Co-managed FO Mixed Asset - Balanced since Feb 27 2024 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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