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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1304 | 1076 | 1304 | 1311 | 1649 | 2726 |
Fund Return | 30.37% | 7.61% | 30.37% | 9.43% | 10.52% | 10.55% |
Place in category | 29 | 34 | 29 | 32 | 38 | 22 |
% in Category | 31 | 35 | 31 | 35 | 47 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JNL/Mellon Capital SP 500 Index Fua | 15.78B | 24.39 | 8.39 | 12.53 | ||
JNL/T Rowe Price Capital Appreciati | 14.1B | 12.30 | 5.40 | 10.09 | ||
JNL/WMC Balanced Fund Class A | 9.21B | 14.64 | 3.71 | 7.59 | ||
JNL/Mellon Capital Nasdaq 100 Funda | 8.29B | 25.09 | 9.03 | 17.07 | ||
JNL Capital Technology Sector A | 6.91B | 35.27 | 13.32 | 20.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Select Brokerage & Invmt | 1.24B | 35.74 | 12.67 | 13.19 | ||
T. Rowe Price Financial Services | 1.14B | 30.86 | 10.24 | 12.13 | ||
Fidelity Select Financial Services | 975.93M | 32.80 | 11.77 | 11.33 | ||
Vanguard Financials Index Adm | 961.51M | 30.48 | 9.32 | 11.38 | ||
Fidelity Select Insurance Port | 944.66M | 28.42 | 16.06 | 12.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 12.00 | 472.35 | +0.66% | |
JPMorgan | US46625H1005 | 8.68 | 268.23 | +0.62% | |
Visa A | US92826C8394 | 6.65 | 343.05 | +2.13% | |
Mastercard | US57636Q1040 | 5.86 | 566.01 | +3.14% | |
Bank of America | US0605051046 | 3.87 | 46.72 | -0.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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