Morningstar

JNL/PIMCO Real Return Fund Class I

Morningstar Medalist Rating
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Medalist Rating as of See Jackson Investment Hub

Morningstar’s Analysis

Will JNL/PIMCO Real Return Fund Class I outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JNL/PIMCO Real Return Fund Class I’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JNL/PIMCO Real Return Fund Class I management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JNL/PIMCO Real Return Fund Class I’s parent organization’s priorities and whether they’re in line with investors’ interests.

Principal Shannon Kirwin

Shannon Kirwin

Principal

Summary

A manager change hasn’t shaken our conviction in this strategy. This US Treasury Inflation-Protected Securities strategy remains elite, despite a recent personnel change.

by Shannon Kirwin
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