JNL Moderate Allocation Fund

Data updated: 2020-05-29

C000108990 — JNL Moderate Allocation Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Money Market · $542.10M AUM · 1.23% expense ratio. From SEC regulatory filings.

C000108990 Fund Overview

JNL Moderate Allocation Fund is a US mutual fund managed by Jackson Variable Series Trust, categorised as Money Market. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Jackson Variable Series Trust
  • Category: Money Market
  • Assets under management: $542.10M
  • SEC CIK: 0001532747
  • SEC series ID: S000035579
  • Share class ID: C000108990

C000108990 Costs and Fees

C000108990 costs about $123 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.23%
  • Gross expense ratio: 1.23%
  • Portfolio turnover: 31%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

C000108990 Cashflows

Over the 12 months to 2020-03, JNL Moderate Allocation Fund had net inflows of $27.84M, from monthly SEC N-PORT filings.

MonthNet flow
2020-03−$6.82M
2020-02$1.13M
2020-01$1.47M
2019-12−$512.21K
2019-11$4.29M
2019-10$4.15M

C000108990 Debt Constituents

No individual debt constituents are reported in JNL Moderate Allocation Fund's latest SEC N-PORT filing.

C000108990 Prospectus and SEC Filings

Official JNL Moderate Allocation Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Money Market 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.