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Jnl/american Funds Balanced Fund Class A (0P00003CWY)
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07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 3.25B
JNL/American Funds Balanced Fund Class A
18.460
+0.030
+0.16%
- Overview
- Profile
- Historical Data
- Holdings
0P00003CWY Overview
On this page you'll find an in-depth profile of Jnl/american Funds Balanced Fund Class A. Learn about the key management, total assets, investment strategy and contact information of 0P00003CWY among other information.
Investment Strategy
The investment seeks high total return (including income and capital gains) consistent with preservation of capital over the long term through exclusive investment in the shares of the American Funds Insurance Series® - Asset Allocation Fund℠ (master fund). The fund operates as a "feeder fund" and seeks to achieve its goal by investing all of its assets in Class 1 shares of the master fund. The master fund varies its mix of equity securities, debt securities and money market instruments.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Emme Kozloff | - | 2023 | Now |
| Biography | Emme Kozloff is an equity portfolio manager at Capital Group. As an equity investment analyst, she covers global capital market infrastructure providers. She has 23 years of investment experience and has been with Capital Group for 16 years. Earlier in her career at Capital, Emme covered U.S. & Europe asset managers and U.S. retail. Prior to joining Capital, she was a senior equity analyst for Sanford C. Bernstein covering the retail industry. Before that, she held several positions at The Walt Disney Company. She holds an MBA from Harvard Business School and a bachelor’s degree from Pomona College. Emme is based in Los Angeles. | ||
| Justin Toner | Portfolio Manager | 2023 | Now |
| Biography | Justin Toner is a Partner of Capital World Investors and has been an investment professional for 29 years in total; 22 years with CRMC or its affiliates. | ||
| Jin Lee | Partner | 2018 | Now |
| Biography | Jin Lee is an equity portfolio manager at Capital Group. He has 28 years of investment industry experience and has been with Capital Group for 27 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. telecommunication services, U.S. building products companies, paper & forest products and restaurants. Prior to joining Capital, he was a senior business planner for the Walt Disney Company and a consultant with L/E/K Partnership. He holds an MBA from Harvard Business School and a bachelor's degree in economics from the University of Pennsylvania graduating with honors. Jin is based in Los Angeles. | ||
| David A. Daigle | Senior Vice President | 2017 | Now |
| Biography | David A. Daigle is a fixed income portfolio manager at Capital Group. He has 29 years of investment industry experience, all with Capital Group. Earlier in his career at Capital, David also had investment analyst responsibilities and covered multiple industries including health care, wireless communications, technology and transportation. He holds an MBA with honors from the University of Chicago Booth School of Business and a bachelor's degree in business administration from the University of Vermont. David is based in New York. | ||
| Alan N. Berro | Senior Vice President | 2017 | Now |
| Biography | Alan N. Berro is an equity portfolio manager at Capital Group. He also serves on the Portfolio Solutions Committee. He has 38 years of investment industry experience and has been with Capital Group for 33 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. utilities, capital goods and machinery companies. Before joining Capital, he was a portfolio manager and utilities analyst for Fidelity Management and Research Company in Boston. He also worked as an auditor for Price Waterhouse in Los Angeles. He holds an MBA from Harvard Business School and a bachelor's degree in economics from the University of California, Los Angeles graduating magna cum laude. He also holds the Chartered Financial Analyst® designation and is a member of the Los Angeles Society of Financial Analysts. Alan is based in Los Angeles. | ||
| John R. Queen | President | 2017 | Now |
| Biography | John R. Queen is a fixed income portfolio manager at Capital Group. He also serves on the Portfolio Solutions Committee. He has 34 years of investment industry experience and has been with Capital Group for 22 years. Earlier in his career at Capital, John was a trader and dealer service representative. Previously in his career, he was chief operating officer and chief compliance officer, as well as managing director overseeing bond portfolios at Roxbury Capital Management, an affiliate of Wilmington Trust. Before that, he was managing director at Hotchkis and Wiley. John holds a bachelor's degree in industrial management from Purdue University and attended the U.S. Military Academy at West Point, where he majored in mechanical engineering. He also holds the Chartered Financial Analyst® designation. John is based in Los Angeles. | ||
| Peter Eliot | Partner | 2018 | 2023 |
| Biography | Peter Eliot is a Partner of Capital International Investors. Mr. Eliot has been with Capital Research and Management Company or its affiliate since 2004. | ||
| Jeffrey T. Lager | Senior Vice President | 2017 | 2023 |
| Biography | Jeffrey T. Lager is an equity portfolio manager at Capital Group. He has 29 years of investment industry experience and has been with Capital Group for 27 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. environmental services, IT & business services, technology hardware, IT outsourcing and transaction processing companies. Before joining Capital, Jeff was a manager of investment analysis at Medical Portfolio Management in Cambridge, Massachusetts, and an associate at the Boston Consulting Group in Boston. He holds an MBA from Stanford Graduate School of Business, where he was an Arjay Miller Scholar, as well as a master's degree in sociology and a bachelor's degree with distinction in decision analysis from Stanford University. He also holds the Chartered Financial Analyst® designation. Jeff is based in San Francisco. | ||
| James R. Mulally | Senior Vice President | 2017 | 2021 |
| Biography | James R. Mulally is a senior vice president of Capital Research and Management Company as well as Capital International Limited with global fixed-income portfolio management responsibilities. He joined the organization in 1980, and from 1983 through 1988 was based in London. Prior to coming to Capital, Mr. Mulally was a research associate with the Federal Reserve Bank of Minneapolis. He received his undergraduate degree from Dartmouth College (Phi Beta Kappa) and an MBA from Columbia University Graduate School of Business. He is based in Los Angeles. | ||
| J. David Carpenter | Portfolio Manager | 2017 | 2018 |
| Biography | David Carpenter is an equity portfolio manager at Capital Group. He has 21 years of investment experience and has been with Capital Group for 17 years. Prior to joining Capital, David was an investment analyst with Prudential Capital and an investment banking analyst with Prudential Securities. He holds an MBA in fi nance from the Anderson School of Management at the University of California, Los Angeles, and a bachelor’s degree in economics from the College of William and Mary. He holds the Chartered Financial Analyst® designation. David is based in Los Angeles. | ||
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