MyPlanIQ 401k Investor Jackson National Life Insurance Company PERSPECTIVE L SERIES 4-YEAR CDSC L SHARES

Jackson National Life Insurance Company PERSPECTIVE L SERIES 4-YEAR CDSC L SHARES

This Plan is unrated.
Investment Options
Total Available Funds: 59
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX JNL Lazard Emerging Markets A
DIVERSIFIED EMERGING MKTS NEWFX JNL American Funds New World A
REAL ESTATE
Global Real Estate AGREX JNL AIM GL Real Estate A
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK AAXJ JNL PAM Asia ex-Japan A
Foreign Large Growth OIGAX JNL Oppenheimer Global Growth A
EUROPE STOCK UEPIX JNL Mellon Capital Management European 30 A
Others
Communications IYZ JNL Mellon Capital Management Communications Sector A
Moderate Allocation VWELX JNL Select Balanced A
Equity Energy IEO JNL Mellon Capital Management Oil & Gas A
Total Available Funds: 59
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX JNL Lazard Emerging Markets A
DIVERSIFIED EMERGING MKTS NEWFX JNL American Funds New World A
REAL ESTATE
Global Real Estate AGREX JNL AIM GL Real Estate A
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK AAXJ JNL PAM Asia ex-Japan A
Foreign Large Growth OIGAX JNL Oppenheimer Global Growth A
EUROPE STOCK UEPIX JNL Mellon Capital Management European 30 A
Foreign Large Growth AIIEX JNL AIM International Growth A
Foreign Large Value JFEAX JNL JPMorgan International Value A
WORLD STOCK TEPLX JNL Franklin Templeton Global Growth A
Foreign Large Blend VGTSX JNL Mellon Capital Management International Index A
DIVERSIFIED PACIFIC/ASIA SASPX JNL Mellon Capital Management Pacific RIM 30 A
Foreign Large Blend HEIAX JNL Eagle Core Plus Equity A
Foreign Large Blend HVTBX JNL American Funds International A
WORLD STOCK HVSBX JNL American Funds Global Small Cap A
Others
Communications IYZ JNL Mellon Capital Management Communications Sector A
Moderate Allocation VWELX JNL Select Balanced A
Equity Energy IEO JNL Mellon Capital Management Oil & Gas A
Consumer Discretionary IYC JNL Mellon Capital Management Consumer A
Financial IYF JNL Mellon Capital Management Financial Security A
Health IYH JNL Mellon Capital Management Health Care A
Long-Short GARTX JNL Goldman Sachs US Equity Flexible A
Conservative Allocation FFANX JNL Institutional ALT 20 A
Conservative Allocation FKINX JNL Franklin Templeton Income A
Moderate Allocation FFALX JNL Franklin Templeton Founding Strategic A
Moderate Allocation FFAMX JNL Institutional ALT 50 A
Moderate Allocation FSAAX JNL Institutional ALT 35 A
Financial LPEFX JNL Red Rocks Listed Private Equity A
ROOT CASH JNL Select Money Market A
COMMODITIES
COMMODITIES BROAD BASKET DBC JNL BlackRock Commodity A
FIXED INCOME
High Yield Bond VWEHX JNL PPM High Yield Bond A
Intermediate-Term Bond MIIDX JNL Mellon Capital Management Bond Index A
Short-Term Bond PRWBX JNL T. Rowe Price STB A
Emerging Markets Bond GSDAX JNL Goldman Sachs Emerging Market Debt A
Intermediate-Term Bond PTTAX JNL PIMCO Total Return A
Inflation-Protected Bond PRTNX JNL PIMCO Real Return A
Intermediate Government OGGAX JNL JPMorgan Government & Quality Bond A
Intermediate-Term Bond GSFAX JNL Goldman Sachs Core Plus Plus A
WORLD BOND HVDBX JNL American Funds Global Bond A
US EQUITY
LARGE VALUE DVY JNL Mellon Capital Management Dow Dividend A
LARGE VALUE TRVLX JNL T. Rowe Price Value A
LARGE BLEND VFINX JNL Mellon Capital Management S&P 500 A
MID-CAP BLEND IJH JNL Mellon Capital Management S&P 400 A
MID-CAP VALUE GCMAX JNL Goldman Sachs Mid Cap Value A
Mid-Cap Growth RPMGX JNL T. Rowe Price Mid Cap Growth A
SMALL BLEND VSCIX JNL Mellon Capital Management Small Cap Index A
LARGE VALUE VIVIX JNL/Select Value Fund A
Small Growth MISCX JNL Mellon Capital Management Select Small Cap A
LARGE GROWTH MOTAX JNL Mellon Capital Management Nasdaq 25 A
SMALL VALUE FRVLX JNL Franklin Templeton Small Cap Value A
Small Growth GTSAX JNL AIM Small Cap Growth A
LARGE VALUE TESIX JNL Franklin Templeton Mutual Shares A
Small Growth HRSCX JNL Eagle Small Cap Equity A
LARGE GROWTH FEYAX JNL Institutional ALT 65 A
LARGE GROWTH RRGSX JNL T. Rowe Price Established Growth A
Small Growth MMCIX JNL Mellon Capital Management S&P Small Mid Cap 60 A
MID-CAP VALUE LZMIX JNL Lazard Mid Cap Equity A
LARGE BLEND HVNBX JNL American Funds Growth & Income A
LARGE BLEND HVCBX JNL American Funds Blue Chip Income & Growth A
LARGE GROWTH LCGAX JNL AIM Large Cap Growth A
Total Available Funds: 59
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX JNL Lazard Emerging Markets A 91% 3 60 0 1.07% 4.97%
DIVERSIFIED EMERGING MKTS NEWFX JNL American Funds New World A 54% 3 60 0 1.03% 2.5%
REAL ESTATE
Global Real Estate AGREX JNL AIM GL Real Estate A 53% 3 60 0 1.3% 1.39%
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK AAXJ JNL PAM Asia ex-Japan A 95% 3 60 0 0.7% 2.27%
Foreign Large Growth OIGAX JNL Oppenheimer Global Growth A 61% 3 60 0 0.76% 0%
EUROPE STOCK UEPIX JNL Mellon Capital Management European 30 A 59% 3 60 0 1.78% 3.16%
Foreign Large Growth AIIEX JNL AIM International Growth A 52% 3 60 0 1.6% 1.6%
Foreign Large Value JFEAX JNL JPMorgan International Value A 47% 3 60 0 1.5% 3.18%
WORLD STOCK TEPLX JNL Franklin Templeton Global Growth A 38% 3 60 0 1.1% 1.16%
Foreign Large Blend VGTSX JNL Mellon Capital Management International Index A 16% 3 60 0 0.08% 3.12%
DIVERSIFIED PACIFIC/ASIA SASPX JNL Mellon Capital Management Pacific RIM 30 A 0% 3 60 0 1.67% 0%
Foreign Large Blend HEIAX JNL Eagle Core Plus Equity A 0% 3 60 0 1.66% 1.04%
Foreign Large Blend HVTBX JNL American Funds International A 0% 3 60 0 1.07% 0%
WORLD STOCK HVSBX JNL American Funds Global Small Cap A 0% 3 60 0 1.3% 0%
Others
Communications IYZ JNL Mellon Capital Management Communications Sector A 95% 3 60 0 0.4% 2.36%
Moderate Allocation VWELX JNL Select Balanced A 90% 3 60 0 0.17% 12.31%
Equity Energy IEO JNL Mellon Capital Management Oil & Gas A 89% 3 60 0 0.4% 2.93%
Consumer Discretionary IYC JNL Mellon Capital Management Consumer A 86% 3 60 0 0.4% 0.64%
Financial IYF JNL Mellon Capital Management Financial Security A 86% 3 60 0 0.4% 1.57%
Health IYH JNL Mellon Capital Management Health Care A 86% 3 60 0 0.4% 1.11%
Long-Short GARTX JNL Goldman Sachs US Equity Flexible A 76% 3 60 0 0.71% 3.41%
Conservative Allocation FFANX JNL Institutional ALT 20 A 71% 3 60 0 0.57% 5.46%
Conservative Allocation FKINX JNL Franklin Templeton Income A 51% 3 60 0 0.72% 5.56%
Moderate Allocation FFALX JNL Franklin Templeton Founding Strategic A 45% 3 60 0 1.23% 2.69%
Moderate Allocation FFAMX JNL Institutional ALT 50 A 29% 3 60 0 0.91% 5.97%
Moderate Allocation FSAAX JNL Institutional ALT 35 A 28% 3 60 0 1.24% 3.65%
Financial LPEFX JNL Red Rocks Listed Private Equity A 28% 3 60 0 1.88% 5.68%
ROOT CASH JNL Select Money Market A 0% 3 60 0 NA 4.14%
COMMODITIES
COMMODITIES BROAD BASKET DBC JNL BlackRock Commodity A 94% 3 60 0 0.85% 4.95%
FIXED INCOME
High Yield Bond VWEHX JNL PPM High Yield Bond A 95% 3 60 0 0.13% 5.68%
Intermediate-Term Bond MIIDX JNL Mellon Capital Management Bond Index A 95% 3 60 0 0.83% 2.47%
Short-Term Bond PRWBX JNL T. Rowe Price STB A 93% 3 60 0 0.46% 3.32%
Emerging Markets Bond GSDAX JNL Goldman Sachs Emerging Market Debt A 74% 3 60 0 1.16% 7.52%
Intermediate-Term Bond PTTAX JNL PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
Inflation-Protected Bond PRTNX JNL PIMCO Real Return A 59% 3 60 0 1.37% 4.04%
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%
WORLD BOND HVDBX JNL American Funds Global Bond A 0% 3 60 0 1.12% 0%
US EQUITY
LARGE VALUE DVY JNL Mellon Capital Management Dow Dividend A 100% 3 60 0 0.38% 3.84%
LARGE VALUE TRVLX JNL T. Rowe Price Value A 98% 3 60 0 0.57% 1.23%
LARGE BLEND VFINX JNL Mellon Capital Management S&P 500 A 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND IJH JNL Mellon Capital Management S&P 400 A 94% 3 60 0 0.05% 1.4%
MID-CAP VALUE GCMAX JNL Goldman Sachs Mid Cap Value A 93% 3 60 0 1.18% 0.54%
Mid-Cap Growth RPMGX JNL T. Rowe Price Mid Cap Growth A 87% 3 60 0 1.29% 6.44%
SMALL BLEND VSCIX JNL Mellon Capital Management Small Cap Index A 80% 3 60 0 0.05% 1.55%
LARGE VALUE VIVIX JNL/Select Value Fund A 79% 3 60 0 0.04% 2.48%
Small Growth MISCX JNL Mellon Capital Management Select Small Cap A 75% 3 60 0 1.01% 0%
LARGE GROWTH MOTAX JNL Mellon Capital Management Nasdaq 25 A 59% 3 60 0 1.73% 0%
SMALL VALUE FRVLX JNL Franklin Templeton Small Cap Value A 55% 3 60 0 1.73% 0.35%
Small Growth GTSAX JNL AIM Small Cap Growth A 53% 3 60 0 0.91% 0%
LARGE VALUE TESIX JNL Franklin Templeton Mutual Shares A 44% 3 60 0 1.25% 3.09%
Small Growth HRSCX JNL Eagle Small Cap Equity A 43% 3 60 0 0.71% 34.88%
LARGE GROWTH FEYAX JNL Institutional ALT 65 A 37% 3 60 0 1.23% 4.15%
LARGE GROWTH RRGSX JNL T. Rowe Price Established Growth A 35% 3 60 0 1.2% 3.69%
Small Growth MMCIX JNL Mellon Capital Management S&P Small Mid Cap 60 A 0% 3 60 0 1.2% 0%
MID-CAP VALUE LZMIX JNL Lazard Mid Cap Equity A 0% 3 60 0 0.93% 0%
LARGE BLEND HVNBX JNL American Funds Growth & Income A 0% 3 60 0 0.81% 0%
LARGE BLEND HVCBX JNL American Funds Blue Chip Income & Growth A 0% 3 60 0 0.99% 0%
LARGE GROWTH LCGAX JNL AIM Large Cap Growth A 0% 3 60 0 1.25% 0.64%
Average Expense Ratio: 0.9%
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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 3.3% 11.8% 3.4% 5.5% 2.9% 5.5%

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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 95 funds. It covers 6 major asset classes and 35 minor asset classes. The major asset classes it covers are REITs, Foreign Equity, US Equity, Fixed Income, Emerging Market Equity and Commodity.


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