MyPlanIQ 401k Investor Jackson National Life Insurance Company PERSPECTIVE B SHARES

Jackson National Life Insurance Company PERSPECTIVE B SHARES

Investment Menu Rating:

Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX JNL AIM International Growth A
Foreign Large Blend HEIAX JNL Eagle Core Plus Equity A
Others
Moderate Allocation VWELX JNL Select Balanced A
ROOT CASH JNL Select Money Market A
FIXED INCOME
Intermediate Government OGGAX JNL JPMorgan Government & Quality Bond A
Intermediate-Term Bond GSFAX JNL Goldman Sachs Core Plus Plus A
US EQUITY
Mid-Cap Growth RPMGX JNL T. Rowe Price Mid Cap Growth A
Mid-Cap Growth OSGIX JNL JPMorgan Mid Cap Growth A
Small Growth HRSCX JNL Eagle Small Cap Equity A
Total Available Funds: 10
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX JNL AIM International Growth A
Foreign Large Blend HEIAX JNL Eagle Core Plus Equity A
Others
Moderate Allocation VWELX JNL Select Balanced A
ROOT CASH JNL Select Money Market A
FIXED INCOME
Intermediate Government OGGAX JNL JPMorgan Government & Quality Bond A
Intermediate-Term Bond GSFAX JNL Goldman Sachs Core Plus Plus A
US EQUITY
Mid-Cap Growth RPMGX JNL T. Rowe Price Mid Cap Growth A
Mid-Cap Growth OSGIX JNL JPMorgan Mid Cap Growth A
Small Growth HRSCX JNL Eagle Small Cap Equity A
LARGE GROWTH RRGSX JNL T. Rowe Price Established Growth A
Total Available Funds: 10
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX JNL AIM International Growth A 52% 3 60 0 1.6% 1.6%
Foreign Large Blend HEIAX JNL Eagle Core Plus Equity A 0% 3 60 0 1.66% 1.04%
Others
Moderate Allocation VWELX JNL Select Balanced A 90% 3 60 0 0.17% 12.31%
ROOT CASH JNL Select Money Market A 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate Government OGGAX JNL JPMorgan Government & Quality Bond A 40% 3 60 0 0.48% 2.29%
Intermediate-Term Bond GSFAX JNL Goldman Sachs Core Plus Plus A 32% 3 60 0 0.44% 3.73%
US EQUITY
Mid-Cap Growth RPMGX JNL T. Rowe Price Mid Cap Growth A 87% 3 60 0 1.29% 6.44%
Mid-Cap Growth OSGIX JNL JPMorgan Mid Cap Growth A 44% 3 60 0 0.95% 0%
Small Growth HRSCX JNL Eagle Small Cap Equity A 43% 3 60 0 0.71% 34.88%
LARGE GROWTH RRGSX JNL T. Rowe Price Established Growth A 35% 3 60 0 1.2% 3.69%
Average Expense Ratio: 0.94%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.4% 12.9% 1.2% 5.8% 4.7% 7.2%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 17 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.


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