OTC Markets OTCPK - Delayed Quote USD

JNL/Mellon S&P 500 Index I (0P00003EHL)

49.37 -0.18 (-0.36%)
At close: November 27 at 3:00 PM EST
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DELL
  • Previous Close 49.55
  • YTD Return 20.75%
  • Expense Ratio 0.22%
  • Category Large Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 15.05B
  • Beta (5Y Monthly) 1.00
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 3.00%
  • Last Dividend 0.40
  • Inception Date Jan 15, 2002

The fund seeks to invest 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 S&P 500 Index in proportion to their market capitalization weighting in the S&P 500 Index. The advisor does not employ traditional methods of active investment management, which involves the buying and selling of securities based upon security analysis.

Jackson National

Fund Family

Large Blend

Fund Category

15.05B

Net Assets

2002-01-15

Inception Date

Performance Overview: 0P00003EHL

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Trailing returns as of 11/27/2024. Category is Large Blend.

YTD Return

0P00003EHL
20.75%
Category
5.31%
 

1-Year Return

0P00003EHL
37.74%
Category
20.31%
 

3-Year Return

0P00003EHL
8.87%
Category
6.48%
 

5-Year Return

0P00003EHL
15.04%
Category
11.78%
 

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Holdings: 0P00003EHL

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Top 10 Holdings (34.41% of Total Assets)

SymbolCompany% Assets
AAPL
AAPL 7.23%
MSFT
MSFT 6.53%
NVDA
NVDA 6.10%
AMZN
AMZN 3.55%
META
META 2.55%
GOOGL
GOOGL 1.98%
BRK-B
BRK-B 1.72%
GOOG
GOOG 1.64%
AVGO
AVGO 1.64%
TSLA
TSLA 1.48%

Sector Weightings

Sector0P00003EHL
Technology   32.96%
Healthcare   11.62%
Industrials   7.59%
Energy   3.31%
Utilities   2.67%
Real Estate   2.34%

Recent News: 0P00003EHL

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Research Reports: 0P00003EHL

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