Jackson National VA
Investment Model Portfolios
Total Available Funds: 35
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE GROWTH |
MALHX |
malhx |
| LARGE VALUE |
TESIX |
tesix |
| SMALL VALUE |
FRVLX |
frvlx |
| LARGE GROWTH |
LCGAX |
lcgax |
| SMALL VALUE |
VSCAX |
vscax |
| Small Growth |
GTSAX |
gtsax |
| MID-CAP VALUE |
JAMCX |
jamcx |
| Mid-Cap Growth |
RPMGX |
rpmgx |
| LARGE VALUE |
TRVLX |
trvlx |
| LARGE BLEND |
HVCBX |
Hvcbx |
|
| INTERNATIONAL EQUITY |
|
|
| WORLD STOCK |
GWPAX |
gwpax |
| WORLD STOCK |
HVSBX |
hvsbx |
| Foreign Large Blend |
IGAAX |
igaax |
| Foreign Large Growth |
FNGAX |
fngax |
| Foreign Small/Mid Blend |
FINAX |
finax |
| Foreign Large Growth |
AIIEX |
aiiex |
| Foreign Large Value |
JNUSX |
jnusx |
| Foreign Large Growth |
OIGAX |
oigax |
|
| FIXED INCOME |
|
|
| WORLD BOND |
HVDBX |
hvdbx |
| Emerging Markets Bond |
GSDAX |
gsdax |
| Intermediate Government |
HLGAX |
hlgax |
| Inflation-Protected Bond |
PRTNX |
prtnx |
| Intermediate-Term Bond |
PTTRX |
pttrx |
| Intermediate-Term Bond |
MIIDX |
miidx |
| Short-Term Bond |
PRWBX |
prwbx |
| High Yield Bond |
VWEHX |
vwehx |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
NEWFX |
Newfx |
|
| COMMODITIES |
|
|
| COMMODITIES BROAD BASKET |
BCSAX |
Bcsax |
|
| Others |
|
|
| Aggressive Allocation |
CGNAX |
Cgnax |
| World Allocation |
GLMAX |
Glmax |
| World Allocation |
MALOX |
Malox |
| Aggressive Allocation |
FFALX |
Ffalx |
| Conservative Allocation |
FKINX |
Fkinx |
| World Allocation |
WASAX |
Wasax |
|
| REAL ESTATE |
|
|
| Global Real Estate |
AGREX |
Agrex |
|
The following is a moderate-risk model portfolio constructed from the investment options of Jackson National VA.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies
