Jackson Perspective Optimized 5 A
1 Corporate Way Attn: Legal Department Lansing MI 48951
Map
Phone: 800-644-4565
| Category: | World Stock | | Fund Family: | Jackson National | | Net Assets: | 22.89M | | Year-to-Date Return: | -16.43% | | Yield: | 0.52% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Dec-06 |
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Richard A. Brown
Lead Manager since
28-Dec-06 | | | Brown has been a director, Equity Portfolio Management at Mellon Capital since 2002. Brown joined Mellon Capital in 1995 as senior associate portfolio manager, was promoted to Vice President in 1998, and to his current position in 2002. Brown has 12 years of investment experience. Brown holds the Chartered Financial Analyst designation.. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks total return. The fund normally invests in the common stocks of companies that are identified by a model based on five separate specialized strategies: 25% in the NASDAQ(R) 15 Strategy, 25% in the ValueLine(R) 25 Strategy, 24% in the European 20 Strategy, 14% in the Global 15 Strategy and 12% in the 25 Strategy. The fund is nondiversified. |
| Last Dividend
(19-Dec-07):
| 0.05 | | Last Cap Gain
(19-Dec-07):
| 0.03 | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 61.53% |
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| Expense | JXOAX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.56% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,233 | $695 | | 5 Yr Expense Projection*: |
$1,800 | $1,090 | | 10 Yr Expense Projection*: |
$3,337 | $2,150 |
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1.49% Nasdaq 
0.27%
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