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Jnl/mellon Financial Sector Fund Class A (0P00003CN2)
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27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.56B
JNL/Mellon Capital Financial Sector Fund Class A
25.120
-0.220
-0.87%
- Overview
- Profile
- Historical Data
- Holdings
0P00003CN2 Overview
On this page you'll find an in-depth profile of Jnl/mellon Financial Sector Fund Class A. Learn about the key management, total assets, investment strategy and contact information of 0P00003CN2 among other information.
Investment Strategy
The investment seeks to track the performance of the Morningstar ® US Financial Services IndexSM to provide total return through capital appreciation and dividend income. 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.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Marlene Walker-Smith | Director | 2020 | Now |
| Biography | Marlene is head of equity index portfolio management. She leads the team of equity index portfolio managers managing US and non-US equity index portfolios and is responsible for the refinement and implementation of the entire equity index portfolio management process. Previously, Marlene served as a senior portfolio manager within the equity index team and prior to joining the equity index team was an equity trader for the firm. Prior to joining the firm in 1995, Marlene was a trader for Banc One Investment Advisors Corporation and a brokerage services manager for Mid Atlantic Capital Corporation. Marlene has been in the investment industry since 1990. Marlene earned an MBA in finance from the University of Pittsburgh and a BA in history and Russian from Washington & Jefferson College. | ||
| David France | Portfolio Manager | 2020 | Now |
| Biography | Mr. France is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2009. | ||
| Todd Frysinger | Portfolio Manager | 2020 | Now |
| Biography | Todd is a senior portfolio manager and team leader in the equity index portfolio management group. He manages and leads a team of portfolio managers responsible for US and non-US equity index portfolios. Prior to joining the firm in 2007, Todd served as assistant portfolio manager for Mellon Financial Corporation’s Corporate Treasury group, managing fixed income investment portfolios. Todd has been in the investment industry since 1996. Todd holds the CFA® designation and is a member of CFA Institute and CFA Society Pittsburgh. He earned an MS in finance from Boston College and a BS in finance and management from Elizabethtown College. | ||
| Vlasta Sheremeta | Portfolio Manager | 2020 | Now |
| Biography | Vlasta is a senior portfolio manager and team manager in the equity index portfolio management group. She manages and leads a team of portfolio managers responsible for US and non-US equity index portfolios. Prior to joining the firm in 2011, she provided trade execution support to the FX trading desk at BNY Mellon. Vlasta has been in the investment industry since 2010. Vlasta earned an MBA from Carnegie Mellon University and a BS in business administration from the University of Pittsburgh. She holds the CFA® designation and is a member of the CFA Institute and the CFA Society of Pittsburgh. | ||
| Michael Stoll | Portfolio Manager | 2020 | Now |
| Biography | Mr. Stoll is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2005. | ||
| Thomas J. Durante | Managing Director | 2010 | 2021 |
| Biography | Mr. Thomas J. Durante, CFA, a Managing Director and Senior Portfolio Manager, Equity Portfolio Management, has been with Mellon Capital since January 2000. Mr. Durante heads a team of portfolio managers covering domestic and international index portfolios. Prior to joining Mellon Capital, Mr. Durante worked in the fund accounting department for The Dreyfus Corporation. Mr. Durante attained the Chartered Financial Analyst designation. Mr. Durante graduated with a B.A. in Accounting from Fairfield University and is a member of the CFA Institute and the CFA Society of Pittsburgh. | ||
| Richard A. Brown | Managing Director | 2004 | 2020 |
| Biography | Richard A. Brown, CFA Managing Director, Co-Head of Equity Index - Portfolio Management Richard is co-head of equity index portfolio management. He leads a team of portfolio managers covering domestic and international equity indexing portfolios and is responsible for the refinement and implementation of the equity index portfolio management process. Richard earned an MBA from California State University at Hayward. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society of San Francisco. | ||
| Karen Q. Wong | Managing Director | 2004 | 2020 |
| Biography | Karen Wong, CFA Managing Director, Head of Index - Portfolio Management Karen is the head of index portfolio management. She is responsible for overseeing equity and fixed income indexing and beta strategies, including exchange-traded funds (ETFs). Karen developed and launched the Carbon Efficiency strategy in 2014, the firm’s first green beta product. Prior to the merger, Karen was the head of equity portfolio management at Mellon Capital, responsible for equity index portfolio management. | ||
| Susan M. Ellison | Managing Director, Associate Portfolio Manager | 2005 | 2009 |
| Biography | Ellison has been employed by Dreyfus since August 1996. She is also a managing director with Mellon Capital Management since 2000. She joined Mellon Capital in 1988 as an associate portfolio manager. Ellison has 19 years of investment experience. she is a member of the CFA Institute and the CFA Society of San Francisco. Ellison holds the Chartered Financial Analyst designation. | ||
| Management Team | - | 1999 | 2005 |
| Biography | Team Managed | ||
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