Jackson National Life Insurance Co of NY PERSPECTIVE II (NY) 7-YEAR CDSC B SHARES
Investment Model Portfolios

Investment options of Jackson National Life Insurance Co of NY PERSPECTIVE II (NY) 7-YEAR CDSC B SHARES

Total Available Funds: 89
Asset Class Ticker Description
REAL ESTATE
Global Real Estate AGREX JNL AIM GL Real Estate A
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX JNL AIM International Growth A
WORLD STOCK HVSBX JNL American Funds Global Small Cap A
Foreign Large Blend HVTBX JNL American Funds International A
Foreign Large Blend HEIAX JNL Eagle Core Plus Equity A
WORLD STOCK TEPLX JNL Franklin Templeton Global Growth A
Foreign Large Value JFEAX JNL JPMorgan International Value A
EUROPE STOCK UEPIX JNL Mellon Capital Management European 30 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 Growth OIGAX JNL Oppenheimer Global Growth A
PACIFIC/ASIA EX-JAPAN STK AAXJ JNL PAM Asia ex-Japan A
US EQUITY
LARGE GROWTH LCGAX JNL AIM Large Cap Growth A
Small Growth GTSAX JNL AIM Small Cap Growth A
LARGE BLEND HVCBX JNL American Funds Blue Chip Income & Growth A
LARGE BLEND HVNBX JNL American Funds Growth & Income A
Small Growth HRSCX JNL Eagle Small Cap Equity A
LARGE VALUE TESIX JNL Franklin Templeton Mutual Shares A
SMALL VALUE FRVLX JNL Franklin Templeton Small Cap Value A
MID-CAP VALUE GCMAX JNL Goldman Sachs Mid Cap Value A
LARGE GROWTH FEYAX JNL Institutional ALT 65 A
Mid-Cap Growth OSGIX JNL JPMorgan Mid Cap Growth A
MID-CAP VALUE LZMIX JNL Lazard Mid Cap Value A
MID-CAP BLEND IJH JNL Mellon Capital Management S&P 400 A
LARGE BLEND VFINX JNL Mellon Capital Management S&P 500 A
SMALL BLEND VSCIX JNL Mellon Capital Management Small Cap Index A
LARGE VALUE VIVIX JNL Select Value A
LARGE GROWTH RRGSX JNL T. Rowe Price Established Growth A
Mid-Cap Growth RPMGX JNL T. Rowe Price Mid Cap Growth A
LARGE VALUE TRVLX JNL T. Rowe Price Value A
Small Growth MMCIX JNL Mellon Capital Management S&P Small Mid Cap 60 A
Small Growth MISCX JNL Mellon Capital Management Select Small Cap A
FIXED INCOME
WORLD BOND HVDBX JNL American Funds Global Bond A
Intermediate-Term Bond GSFAX JNL Goldman Sachs Core Plus Plus A
Emerging Markets Bond GSDAX JNL Goldman Sachs Emerging Market Debt A
Intermediate Government OGGAX JNL JPMorgan Government & Quality Bond A
Intermediate-Term Bond MIIDX JNL Mellon Capital Management Bond Index A
Inflation-Protected Bond PRTNX JNL PIMCO Real Return A
Intermediate-Term Bond PTTAX JNL PIMCO Total Return A
High Yield Bond VWEHX JNL PPM High Yield Bond A
Short-Term Bond PRWBX JNL T. Rowe Price STB A
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX JNL American Funds New World A
DIVERSIFIED EMERGING MKTS LZEMX JNL Lazard Emerging Markets A
COMMODITIES
COMMODITIES BROAD BASKET DBC JNL BlackRock Commodity A
Others
ROOT NoTicker JNL Capital Guardian Global Bl A
ROOT NoTicker JNL Capital Guardian Global Dividend Rising A
ROOT NoTicker JNL Capital Guardian US Growth A
Moderate Allocation FFALX JNL Franklin Templeton Founding Strategic A
Conservative Allocation FKINX JNL Franklin Templeton Income A
Long-Short GARTX JNL Goldman Sachs US Equity Flexible A
Conservative Allocation FFANX JNL Institutional ALT 20 A
Moderate Allocation FSAAX JNL Institutional ALT 35 A
Moderate Allocation FFAMX JNL Institutional ALT 50 A
ROOT NoTicker JNK M&G Global Basics A
ROOT NoTicker JNK M&G Global Leaders A
ROOT NoTicker JNL Mellon Capital Management 10 X 10 A
ROOT NoTicker JNL Mellon Capital Management Indx 5 A
ROOT NoTicker JNL PAM China-India A
ROOT NoTicker JNL PPM Mid Cap Value A
ROOT NoTicker JNL PPM Small Cap Value A
ROOT NoTicker JNL PPM Value Equity A
Financial LPEFX JNL Red Rocks Listed Private Equity A
ROOT NoTicker JNL S&P 4 A
ROOT NoTicker JNL S&P Competitive Advantage A
ROOT NoTicker JNL S&P Dividend Income & Growth A
ROOT NoTicker JNL S&P Disciplined Growth A
ROOT NoTicker JNL S&P Disciplined Moderate A
ROOT NoTicker JNL S&P Disciplined Moderate Growth A
ROOT NoTicker JNL S&P Intrinsic Value A
ROOT NoTicker JNL S&P Managed Aggressive Growth
ROOT NoTicker JNL S&P Managed Conservative A
ROOT NoTicker JNL S&P Managed Growth
ROOT NoTicker JNL S&P Managed Moderate Growth
ROOT NoTicker JNL S&P Managed Moderate-Plus A
ROOT NoTicker JNL S&P Total Yield A
Moderate Allocation VWELX JNL Select Balanced A
ROOT CASH JNL Select Money Market A
ROOT NoTicker JNL Capital Guardian International Small Cap A
ROOT NoTicker JNL Mellon Capital Management 25 A
Consumer Discretionary IYC JNL Mellon Capital Management Consumer A
Communications IYZ JNL Mellon Capital Management Communications Sector A
Financial IYF JNL Mellon Capital Management Financial Security A
Health IYH JNL Mellon Capital Management Health Care A
ROOT NoTicker JNL Mellon Capital Management JNL 5 A
ROOT NoTicker JNL Mellon Capital Management NYSE International 25 A
Equity Energy IEO JNL Mellon Capital Management Oil & Gas A
ROOT NoTicker JNL Mellon Capital Management Optimized 5 A
Technology IYW JNL Mellon Capital Management Technology Security A
ROOT NoTicker JNL Mellon Capital Management VIP A

Investment model portfolios

We provide two types of investment model portfolios for Jackson National Life Insurance Co of NY PERSPECTIVE II (NY) 7-YEAR CDSC B SHARES participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Jackson National Life Insurance Co of NY PERSPECTIVE II (NY) 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate NA 11.22% 1.54% 5.24% 3.72% 5.22% 7.90% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% … …
Data as of 10/31/2024, Common starting date is 12/31/2000

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