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Jnl/wmc Balanced Fund Class A (0P00003CI2)
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JNL/WMC Balanced Fund Class A
35.490
+0.050
+0.14%
- Overview
- Profile
- Historical Data
- Holdings
0P00003CI2 Overview
On this page you'll find an in-depth profile of Jnl/wmc Balanced Fund Class A. Learn about the key management, total assets, investment strategy and contact information of 0P00003CI2 among other information.
Investment Strategy
The investment seeks reasonable income and long-term capital growth. The fund invests primarily in a diversified portfolio of common stocks and investment grade fixed-income securities. It may invest in any type or class of security. The anticipated mix of the fund's holdings is typically 60-70% of its assets in equities and 30-40% in fixed-income securities, including, investment-grade corporate bonds, U.S. Treasury and government agency bonds, mortgage-backed securities, asset-backed securities, and commercial-backed securities. The fund may invest up to 25% of its assets in foreign equity and foreign fixed-income securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Daniel J. Pozen | Senior Managing Director | 2019 | Now |
| Biography | Daniel J. Pozen, Senior Managing Director and Equity Portfolio Manager of Wellington Management. He has worked in investment management since 1999, has been with Wellington Management since 2006. Education: B.A., Williams College; M.B.A., Dartmouth College (Tuck). | ||
| Loren L. Moran | Managing Director | 2018 | Now |
| Biography | Loren L. Moran, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has been a portfolio manager for the fixed income portion of the Fund since 2017 and securities analysis for the fixed income portion of the Fund since 2014. She has worked in investment management since 2001, has been with Wellington Management since 2014. Education: B.S., Georgetown University. | ||
| Michael E. Stack | Senior Managing Director | 2014 | 2022 |
| Biography | Michael E. Stack is Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. Mr. Stack joined Wellington Management as an investment professional in 2000. Michael E. Stack, announced his plan to retire and withdraw from the partnership of Wellington Management’s parent company, and effective June 30, 2021, he will no longer serve as a portfolio manager for the Fund. | ||
| Edward P. Bousa | Senior Managing Director | 2004 | 2020 |
| Biography | Mr. Bousa is Senior Managing Director and Equity Portfolio Manager with Wellington Management, his employer since 2000. Prior to joining Wellington, he was a vice president and senior portfolio manager with Putnam Investments from 1992-2000. Previously, Mr. Bousa was employed by Fidelity Management Trust Company from 1984 to 1992 and Louis Dreyfus Corporation from 1980-1982. Edward received his MBA from Harvard Business School (1984) and his BA from Williams College (1980). Bousa is a Chartered Financial Analyst. | ||
| Glen M. Goldman | Portfolio Manager | 2012 | 2015 |
| Biography | Mr. Goldman joined Wellington Management as an investment professional in 2007. | ||
| John C. Keogh | Senior Vice President | 2004 | 2015 |
| Biography | John C. Keogh is Senior Vice President, Partner, and Fixed Income Portfolio Manager. As a fixed income portfolio manager, John is responsible for the management of investment grade fixed income portfolios, primarily for mutual fund and insurance clients. He is chair of the Fixed Income Review Group, which reviews the firm's fixed income portfolios to ensure that they meet client objectives and expectations. In addition, John serves on the CBO (Collateralized Bond Obligation) Investment Review Group. Prior to joining Wellington Management in 1983, John worked at Connecticut National Bank in the Portfolio Management, Economics, Funding, and Capital Markets Groups (1979 —1983). John received his BA in economics from Tufts University (1979). | ||
| Christopher L. Gootkind | Vice President | 2006 | 2010 |
| Biography | Gootkind is vice president and fixed income portfolio manager. He joined Wellington Management Company, LLP as an investment professional in 2000. He used to be a principal with Scudder, Stevens & Clark, his employer since June 1986. Previously, he spent three years in institutional sales at Mabon, Nugent & Company. Gootkind holds the Chartered Financial Analyst designation and is a member of both the Boston Security Analysts Society and the Bank Analysts Association of Boston. | ||
| C. Edwin Riley | Portfolio Manager | 1995 | 2005 |
| Biography | Riley is a portfolio manager with Phoenix Investment Counsel, his employer since 1995. Previously, he served as a senior vice president and director of equities with Nations Bank for 14 years. A golf enthusiast, Riley was born in Clarksburg, West Virginia, in 1954. | ||
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