JNL/Mellon Capital Dow Index Fund

Data updated: 2020-05-29

C000004581 — JNL/Mellon Capital Dow Index Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Blend / Core Equity · $749.62M AUM · 0.66% expense ratio. From SEC regulatory filings.

C000004581 Fund Overview

JNL/Mellon Capital Dow Index Fund is a US mutual fund managed by JNL Variable Fund LLC, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: JNL Variable Fund LLC
  • Category: United States Large Cap Blend / Core Equity
  • Assets under management: $749.62M
  • SEC CIK: 0001072428
  • SEC series ID: S000001693
  • Share class ID: C000004581

C000004581 Costs and Fees

C000004581 costs about $66 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.66%
  • Gross expense ratio: 0.66%
  • Portfolio turnover: 6%
  • Brokerage commissions: 0.08 bps of average net assets (SEC N-CEN)

C000004581 Cashflows

Over the 12 months to 2020-03, JNL/Mellon Capital Dow Index Fund had net outflows of $60.06M, from monthly SEC N-PORT filings.

MonthNet flow
2020-03−$10.91M
2020-02−$20.16M
2020-01−$24.36M
2019-12$1.51M
2019-11−$4.95M
2019-10$11.50M

C000004581 Debt Constituents

No individual debt constituents are reported in JNL/Mellon Capital Dow Index Fund's latest SEC N-PORT filing.

C000004581 Prospectus and SEC Filings

Official JNL/Mellon Capital Dow Index Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.