Jackson National Life Insurance Company RETIREMENT LATITUDES 7-YEAR CDSC B SHARES
Investment Model Portfolios
Total Available Funds: 63
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 |
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 |
|
US EQUITY |
|
|
LARGE GROWTH |
LCGAX |
JNL AIM Large Cap Growth A |
Small Growth |
GTSAX |
JNL AIM Small Cap Growth 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 |
MISCX |
JNL Mellon Capital Management Select Small Cap A |
LARGE VALUE |
VIVIX |
JNL/Select Value Fund 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 |
ROOT |
NoTicker |
JNK M&G Global Basics A |
ROOT |
NoTicker |
JNK M&G Global Leaders A |
Financial |
LPEFX |
JNL Red Rocks Listed Private Equity 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 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 |
Moderate Allocation |
VWELX |
JNL Select Balanced A |
ROOT |
CASH |
JNL Select Money Market A |
ROOT |
NoTicker |
JNL Mellon Capital Management 25 A |
ROOT |
NoTicker |
JNL Mellon Capital Management Dow 10 A |
ROOT |
NoTicker |
JNL Mellon Capital Management Global 15 A |
ROOT |
NoTicker |
JNL Mellon Capital Management JNL 5 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 |
ROOT |
NoTicker |
JNL Mellon Capital Management VIP A |
ROOT |
NoTicker |
JNL Mellon Capital Management Value Line 30 A |
|
FIXED INCOME |
|
|
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 |
LZEMX |
JNL Lazard Emerging Markets A |
|
The following is a moderate-risk model portfolio constructed from the investment options of Jackson National Life Insurance Company RETIREMENT LATITUDES 7-YEAR CDSC 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