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Jnl/wmc Balanced Fund Class A (0P00003CI2)

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34.680 -0.320 -0.91%

08/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 8.07B

Type: Fund

Market: United States

Issuer: Jackson National

Asset Class: Equity

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0P00003CI2 Overview

Find basic information about the Jnl/wmc Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00003CI2 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change0.95%

Prev. Close35

Risk Rating

TTM Yield0%

ROE32.84%

IssuerJackson National

Turnover99%

ROA15.18%

Inception DateMay 15, 1995

Total Assets8.07B

Expenses0.71%

Min. InvestmentN/A

Market Cap418.83B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1018	999	1134	1214	1551	2086
Fund Return	1.81%	-0.05%	13.37%	6.69%	9.17%	7.63%
Place in category	554	246	92	146	184	101
% in Category	68	30	13	25	32	22

Top Equity Funds by Jackson National

Name	Total Assets	YTD%	3Y%	10Y%
JNL/Mellon Capital SP 500 Index Fua	13.07B	1.36	11.99	12.40
JNL/T Rowe Price Capital Appreciati	12.77B	1.65	7.69	9.94
JNL/Mellon Capital Nasdaq 100 Funda	6.56B	-0.59	13.87	16.79
JNL/American Funds Growth Fund	5.71B	0.60	13.32	15.78
JNL Capital Technology Sector A	5.12B	-3.55	17.00	19.94

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	102.01B	2.65	7.48	8.19
Vanguard Wellington Admiral	95.02B	2.04	7.27	8.46
American Funds American Balanced R6	51.25B	2.71	7.83	8.52
Vanguard Balanced Index Adm	44.63B	1.75	6.77	8.12
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.67	354.56	-0.92%
NVIDIA	US67066G1040	4.52	96.30	-1.37%
Apple	US0378331005	4.23	172.42	-4.98%
Alphabet A	US02079K3059	3.55	144.70	-1.40%
Amazon.com	US0231351067	3.54	170.66	-2.62%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Neutral
Technical Indicators	Sell	Strong Sell	BUY
Summary	Strong Sell	Strong Sell	Neutral

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