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JNL/Mellon Financial Sector A (0P00003CN2)

25.19
-0.51
(-1.98%)
At close: March 28 at 4:00:00 PM EDT
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  • Previous Close 25.70
  • YTD Return 7.35%
  • Expense Ratio 0.64%
  • Category Financial
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.65B
  • Beta (5Y Monthly) 1.11
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 3.00%
  • Last Dividend 0.17
  • Inception Date Mar 5, 2004

The fund invests under normal circumstances at least 80% of its assets in the securities in the index in proportion to their market capitalization weighting in the index. The index measures the performance of companies that provide financial services, which include banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies. The fund is non-diversified.

Jackson National

Fund Family

Financial

Fund Category

1.65B

Net Assets

2004-03-05

Inception Date

Performance Overview: 0P00003CN2

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Trailing returns as of 3/28/2025. Category is Financial.

YTD Return

0P00003CN2
7.35%
Category
23.64%
 

1-Year Return

0P00003CN2
30.84%
Category
61.45%
 

3-Year Return

0P00003CN2
13.11%
Category
10.74%
 

5-Year Return

0P00003CN2
15.40%
Category
14.55%
 

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Holdings: 0P00003CN2

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Sector Weightings

Sector0P00003CN2
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: 0P00003CN2

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