Jody Jonsson

Toolset

Fund Performance

You are here:

Manager factsheet

Jody Jonsson
Capital Group
Manager factsheet pdf RSS Feed

Manager profile

Jody Jonsson is vice chair of Capital Group and president of Capital Research and Management Company. She also serves on the Capital Group Management Committee and is an equity portfolio manager. She has 35 years of investment industry experience and has been with Capital Group for 33 years. Earlier in her career, as an equity investment analyst at Capital, Jody covered insurance, U.S. household & personal care, restaurants & lodging and cruise lines companies. Before joining Capital, she was an equity research analyst at Fidelity Management & Research Company in Boston and an officer in the public finance division of Irving Trust Company in New York. Jody holds an MBA from Stanford Graduate School of Business, where she was an Arjay Miller Scholar, and a bachelor's degree in economics from Princeton University graduating cum laude. Jody is based in Los Angeles.

FOLLOW ON FUNDSWIRE

Annualised total return over 16.3 years

+8.9%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Jody Jonsson	15.2	11.1	59.4	94.0	169.3
Peer Group Composite	13.3	16.2	48.1	69.5	142.4
Over / Under	1.9	-5.1	11.3	24.5	26.9

Total return for Jody Jonsson

Discrete calendar year performance : Jody Jonsson

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Jody Jonsson	15.2	-0.4	-3.6	40.4	2.2	12.0	7.9	29.3	-3.3	11.4
Peer Group Composite	13.3	2.3	0.6	31.5	-3.1	8.0	5.9	25.5	-1.6	16.1
Over / Under	1.9	-2.7	-4.2	8.9	5.3	4.0	2.0	3.8	-1.7	-4.7

Performance vs peer group composite: Jody Jonsson

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