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JNL/Mellon Energy Sector A (0P00003DB9)

41.22
+0.44
+(1.08%)
At close: March 31 at 4:00:00 PM EDT
Loading Chart for 0P00003DB9
  • Previous Close 40.78
  • YTD Return 5.12%
  • Expense Ratio 0.63%
  • Category Equity Energy
  • Last Cap Gain -38.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.75B
  • Beta (5Y Monthly) 0.90
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.75
  • Inception Date Jul 2, 1999

The fund invests under normal circumstances at least 80% of its assets (net assets plus the amount of any borrowings made for investment purposes) in the stocks in the index in proportion to their market capitalization weighting in the index. The index measures the performance of U.S. companies that produce or refine oil and gas, oil field services and equipment companies, and pipeline operators. The fund is non-diversified.

Jackson National

Fund Family

Equity Energy

Fund Category

1.75B

Net Assets

1999-07-02

Inception Date

Performance Overview: 0P00003DB9

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Trailing returns as of 3/31/2025. Category is Equity Energy.

YTD Return

0P00003DB9
5.12%
Category
43.81%
 

1-Year Return

0P00003DB9
8.77%
Category
70.12%
 

3-Year Return

0P00003DB9
12.13%
Category
11.73%
 

5-Year Return

0P00003DB9
19.36%
Category
4.80%
 

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Holdings: 0P00003DB9

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Sector Weightings

Sector0P00003DB9
Energy   100.00%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Healthcare   0.00%

Recent News: 0P00003DB9

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Research Reports: 0P00003DB9

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