Jody Jonsson - American Funds Fund Manager
RGPFX Fund | USD 17.20 0.02 0.12% |
Joanna F. Jonsson is an equity portfolio manager. She has 27 years of investment experience with 25 years at Capital. As an equity analyst at Capital, her coverage included insurance, U.S. household personal care, restaurants lodging and cruise lines companies. Jody holds an MBA from Stanford Graduate School of Business and a bachelors degree in economics from Princeton University graduating cum laude. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Jody is based in Los Angeles.
Phone | 800-421-4225 |
American Funds Management Performance (%)
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American Funds Balanced Leadership Team
Elected by the shareholders, the American Funds' board of directors comprises two types of representatives: American Funds inside directors who are chosen from within the company, and outside directors, selected externally and held independent of American. The board's role is to monitor American Funds' management team and ensure that shareholders' interests are well served. American Funds' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, American Funds' outside directors are responsible for providing unbiased perspectives on the board's policies.
James Lovelace, Fund Manager | ||
Jody Jonsson, Fund Manager |
American Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is American Funds a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Total Asset | 11.15 B | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 1.22 % | ||||
One Year Return | 10.44 % | ||||
Three Year Return | 2.38 % | ||||
Five Year Return | 7.03 % | ||||
Net Asset | 8.07 B | ||||
Last Dividend Paid | 0.07 | ||||
Cash Position Weight | 5.49 % | ||||
Equity Positions Weight | 62.80 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards American Funds in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, American Funds' short interest history, or implied volatility extrapolated from American Funds options trading.
Currently Active Assets on Macroaxis
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in American Funds Balanced. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the American Funds Balanced information on this page should be used as a complementary analysis to other American Funds' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.