JNL/Mellon Capital Consumer Discretionary Sector Fund

Data updated: 2020-05-29

C000004584 — JNL/Mellon Capital Consumer Discretionary Sector Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Blend / Core Equity · $939.65M AUM · 0.64% expense ratio. From SEC regulatory filings.

C000004584 Fund Overview

JNL/Mellon Capital Consumer Discretionary Sector Fund is a US mutual fund managed by JNL Variable Fund LLC, categorised as United States 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 Blend / Core Equity
  • Assets under management: $939.65M
  • SEC CIK: 0001072428
  • SEC series ID: S000001696
  • Share class ID: C000004584

C000004584 Costs and Fees

C000004584 costs about $64 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.64%
  • Gross expense ratio: 0.64%
  • Portfolio turnover: 36%
  • Brokerage commissions: 0.08 bps of average net assets (SEC N-CEN)

C000004584 Cashflows

Over the 12 months to 2020-03, JNL/Mellon Capital Consumer Discretionary Sector Fund had net outflows of $156.82M, from monthly SEC N-PORT filings.

MonthNet flow
2020-03−$46.31M
2020-02−$33.19M
2020-01−$19.22M
2019-12−$11.06M
2019-11−$15.74M
2019-10−$9.60M

C000004584 Debt Constituents

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

C000004584 Prospectus and SEC Filings

Official JNL/Mellon Capital Consumer Discretionary Sector Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other United States 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.