Morningstar

JNL/JPMorgan Managed Aggressive Growth Fund Class I

Morningstar Medalist Rating
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Medalist Rating as of See Jackson Investment Hub
  • NAV / 1-Day Return $50.55  /  +0.66 %
  • Fund Size $2.0B
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.140%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 9%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will JNL/JPMorgan Managed Aggressive Growth 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/JPMorgan Managed Aggressive Growth 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/JPMorgan Managed Aggressive Growth 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/JPMorgan Managed Aggressive Growth Fund Class I’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JNL/JPMorgan Managed Agrsv Gr I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings

More Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JNL/Causeway International Value Sel I

8.15 172M
—

JNL Multi-Manager Intl Eq I

7.61 160M
—

JNL/T. Rowe Price Value I

7.58 160M
—

JNL/WCM Focused International Equity I

6.27 132M
—

JNL/Fidelity Ins AM® & JPM Lrg Cp Gr I

6.14 129M
—

JNL/BlackRock Large Cap Select Growth I

5.89 124M
—

JNL/T. Rowe Price Growth Stock I

5.84 123M
—

JNL Multi-Manager Select Equity I

5.33 112M
—

JNL/Newton Equity Income I

4.96 104M
—

JNL/MFS Equity Income I

4.75 100M
—

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