Jackson National Life Insurance Company PERSPECTIVE ADVISORS II NO CDSC C SHARES
Investment Model Portfolios
Total Available Funds: 90
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 |
Mid-Cap Growth |
OSGIX |
JNL JPMorgan Mid Cap Growth A |
MID-CAP VALUE |
LZMIX |
JNL Lazard Mid Cap Equity 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 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 |
LARGE VALUE |
DVY |
JNL Mellon Capital Management Dow Dividend A |
LARGE GROWTH |
MOTAX |
JNL Mellon Capital Management Nasdaq 25 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 |
LARGE VALUE |
VIVIX |
JNL/Select Value Fund 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 Balanced 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 |
ROOT |
NoTicker |
JNK M&G Global Basics 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 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 |
ROOT |
NoTicker |
JNL Mellon Capital Management Dow 10 A |
Financial |
IYF |
JNL Mellon Capital Management Financial Security A |
ROOT |
NoTicker |
JNL Mellon Capital Management Global 15 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 |
ROOT |
NoTicker |
JNL Mellon Capital Management S&P 10 A |
ROOT |
NoTicker |
JNL Mellon Capital Management S&P 24 A |
Technology |
IYW |
JNL Mellon Capital Management Technology Security A |
ROOT |
NoTicker |
JNL Mellon Capital Management VIP A |
ROOT |
NoTicker |
JNL Mellon Capital Management Value Line 30 A |
|
The following is a moderate-risk model portfolio constructed from the investment options of Jackson National Life Insurance Company PERSPECTIVE ADVISORS II NO CDSC C 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