Jackson Perspective 10 x 10 A
1 Corporate Way Attn: Legal Department Lansing MI 48951
Map
Phone: 800-644-4565
| Category: | Large Value | | Fund Family: | Jackson National | | Net Assets: | 7.66M | | Year-to-Date Return: | -9.52% | | Yield: | 1.87% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Dec-06 |
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Daniel W. Koors
Lead Manager since
28-Dec-06 | | | Koors has been associated with JNAM and or its affiliates since August 2006 and elected vice president, chief financial officer and treasurer of the Trust effective December 2006. In addition to it, he has been an assistant vice president of Jackson National Life Insurance Company since September 2006. Prior to this, Koors was a partner of Deloitte & Touche LLP from 2003 to June 2006 and a senior manager of Deloitte & Touche LLP from 2000 to 2003. |
| 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 capital appreciation and income. The fund normally invests 50% of assets to the Class A shares of the Jackson Perspective 5 fund and 50% to the Class A shares of the Jackson Perspective Index 5 fund. It reallocates assets to the allocation weights for each underlying fund every 13 months. The fund is nondiversified. |
| Last Dividend
(19-Dec-07):
| 0.17 | | Last Cap Gain
(19-Dec-07):
| 0.00 | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 59.99% |
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| Expense | JXTAX | Category
Avg | | Total Expense Ratio: | 0.00%
| 1.27% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$1,387 | $588 | | 5 Yr Expense Projection*: |
$2,105 | $902 | | 10 Yr Expense Projection*: |
$3,996 | $1,772 |
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