Jackson National Life Insurance Company PERSPECTIVE B SHARES
Investment Model Portfolios

Total Available Funds: 17
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Growth AIIEX JNL AIM International Growth A
Foreign Large Blend HEIAX JNL Eagle Core Plus Equity A
Others
ROOT NoTicker JNL Capital Guardian Global Dividend Rising A
ROOT NoTicker JNL Capital Guardian US Growth A
ROOT NoTicker JNL PPM Value Equity A
ROOT NoTicker JNL S&P Managed Aggressive Growth
ROOT NoTicker JNL S&P Managed Growth
ROOT NoTicker JNL S&P Managed Moderate Growth
Moderate Allocation VWELX JNL Select Balanced A
ROOT CASH JNL Select Money Market A
ROOT NoTicker JNL Mellon Capital Management Dow 10 A
US EQUITY
Small Growth HRSCX JNL Eagle Small Cap Equity A
Mid-Cap Growth OSGIX JNL JPMorgan Mid Cap Growth A
LARGE GROWTH RRGSX JNL T. Rowe Price Established Growth A
Mid-Cap Growth RPMGX JNL T. Rowe Price Mid Cap Growth A
FIXED INCOME
Intermediate-Term Bond GSFAX JNL Goldman Sachs Core Plus Plus A
Intermediate Government OGGAX JNL JPMorgan Government & Quality Bond A

The following is a moderate-risk model portfolio constructed from the investment options of Jackson National Life Insurance Company PERSPECTIVE B SHARES.

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


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