Fund Analysis – JNL/T. Rowe Price Capital Appreciation A | Morningstar

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Will JNL/T. Rowe Price Capital Appreciation A outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JNL/T. Rowe Price Capital Appreciation A’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/T. Rowe Price Capital Appreciation A 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/T. Rowe Price Capital Appreciation A’s parent organization’s priorities and whether they’re in line with investors’ interests.

Senior Principal Jason Kephart

Jason Kephart

Senior Principal

Summary

Big reputation. David Giroux and team have earned a well-deserved reputation as one of the leading investment teams managing money for individual investors.

by Jason Kephart

Rated on Aug 31, 2026 Published on Sep 29, 2026

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