OTC Markets OTCPK - Delayed Quote USD
JNL/Morningstar U.S. Sust Idx I (0P0001AMLI)
26.75
-0.06
(-0.22%)
At close: May 9 at 4:00:00 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
The fund, under normal circumstances, seeks to invest at least 80% of its assets in securities included in the index, including depositary receipts representing securities of the index. The index includes large- and mid-capitalization companies and employs a best-in-class stock selection process to reduce exposure to companies with high ESG risk relative to their sector peers, targeting coverage of 50% of the Morningstar US Large-Mid Cap index by float-adjusted market capitalization.
Fund Overview
| Category | Large Blend |
| Fund Family | Jackson National |
| Net Assets | 410.05M |
| YTD Return | -3.19% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 24, 2017 |
Performance & Risk
| YTD Return | -0.71% |
| 5y Average Return | 15.61% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
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