It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ 401k Investor Jackson National Life Insurance Co of NY PERSPECTIVE II (NY) 7-YEAR CDSC B SHARES

Jackson National Life Insurance Co of NY PERSPECTIVE II (NY) 7-YEAR CDSC B SHARES

Investment Menu Rating:

Investment Options
Total Available Funds: 58
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX JNL Lazard Emerging Markets A
DIVERSIFIED EMERGING MKTS NEWFX JNL American Funds New World A
Others
Communications IYZ JNL Mellon Capital Management Communications Sector A
Moderate Allocation VWELX JNL Select Balanced A
Equity Energy IEO JNL Mellon Capital Management Oil & Gas A
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK AAXJ JNL PAM Asia ex-Japan A
Foreign Large Growth OIGAX JNL Oppenheimer Global Growth A
EUROPE STOCK UEPIX JNL Mellon Capital Management European 30 A
REAL ESTATE
Global Real Estate AGREX JNL AIM GL Real Estate A
Total Available Funds: 58
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX JNL Lazard Emerging Markets A
DIVERSIFIED EMERGING MKTS NEWFX JNL American Funds New World A
Others
Communications IYZ JNL Mellon Capital Management Communications Sector A
Moderate Allocation VWELX JNL Select Balanced A
Equity Energy IEO JNL Mellon Capital Management Oil & Gas A
Consumer Discretionary IYC JNL Mellon Capital Management Consumer A
Financial IYF JNL Mellon Capital Management Financial Security A
Health IYH JNL Mellon Capital Management Health Care A
Long-Short GARTX JNL Goldman Sachs US Equity Flexible A
Conservative Allocation FFANX JNL Institutional ALT 20 A
Conservative Allocation FKINX JNL Franklin Templeton Income A
Moderate Allocation FFALX JNL Franklin Templeton Founding Strategic A
Financial LPEFX JNL Red Rocks Listed Private Equity A
Moderate Allocation FFAMX JNL Institutional ALT 50 A
Moderate Allocation FSAAX JNL Institutional ALT 35 A
ROOT CASH JNL Select Money Market A
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK AAXJ JNL PAM Asia ex-Japan A
Foreign Large Growth OIGAX JNL Oppenheimer Global Growth A
EUROPE STOCK UEPIX JNL Mellon Capital Management European 30 A
Foreign Large Growth AIIEX JNL AIM International Growth A
Foreign Large Value JFEAX JNL JPMorgan International Value A
WORLD STOCK TEPLX JNL Franklin Templeton Global Growth A
Foreign Large Blend VGTSX JNL Mellon Capital Management International Index A
DIVERSIFIED PACIFIC/ASIA SASPX JNL Mellon Capital Management Pacific RIM 30 A
Foreign Large Blend HEIAX JNL Eagle Core Plus Equity A
Foreign Large Blend HVTBX JNL American Funds International A
WORLD STOCK HVSBX JNL American Funds Global Small Cap A
REAL ESTATE
Global Real Estate AGREX JNL AIM GL Real Estate A
US EQUITY
LARGE VALUE TRVLX JNL T. Rowe Price Value A
LARGE BLEND VFINX JNL Mellon Capital Management S&P 500 A
MID-CAP BLEND IJH JNL Mellon Capital Management S&P 400 A
MID-CAP VALUE GCMAX JNL Goldman Sachs Mid Cap Value A
Mid-Cap Growth RPMGX JNL T. Rowe Price Mid Cap Growth A
SMALL BLEND VSCIX JNL Mellon Capital Management Small Cap Index A
LARGE VALUE VIVIX JNL Select Value A
Small Growth MISCX JNL Mellon Capital Management Select Small Cap A
SMALL VALUE FRVLX JNL Franklin Templeton Small Cap Value A
Small Growth GTSAX JNL AIM Small Cap Growth A
Mid-Cap Growth OSGIX JNL JPMorgan Mid Cap Growth A
LARGE VALUE TESIX JNL Franklin Templeton Mutual Shares A
Small Growth HRSCX JNL Eagle Small Cap Equity A
LARGE GROWTH FEYAX JNL Institutional ALT 65 A
LARGE GROWTH RRGSX JNL T. Rowe Price Established Growth A
Small Growth MMCIX JNL Mellon Capital Management S&P Small Mid Cap 60 A
MID-CAP VALUE LZMIX JNL Lazard Mid Cap Value A
LARGE BLEND HVNBX JNL American Funds Growth & Income A
LARGE BLEND HVCBX JNL American Funds Blue Chip Income & Growth A
LARGE GROWTH LCGAX JNL AIM Large Cap Growth A
FIXED INCOME
Intermediate-Term Bond MIIDX JNL Mellon Capital Management Bond Index A
High Yield Bond VWEHX JNL PPM High Yield Bond A
Short-Term Bond PRWBX JNL T. Rowe Price STB A
Emerging Markets Bond GSDAX JNL Goldman Sachs Emerging Market Debt A
Intermediate-Term Bond PTTAX JNL PIMCO Total Return A
Inflation-Protected Bond PRTNX JNL PIMCO Real Return A
Intermediate Government OGGAX JNL JPMorgan Government & Quality Bond A
Intermediate-Term Bond GSFAX JNL Goldman Sachs Core Plus Plus A
WORLD BOND HVDBX JNL American Funds Global Bond A
COMMODITIES
COMMODITIES BROAD BASKET DBC JNL BlackRock Commodity A
Total Available Funds: 58
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX JNL Lazard Emerging Markets A 91% 3 60 0 1.07% 2.47%
DIVERSIFIED EMERGING MKTS NEWFX JNL American Funds New World A 53% 3 60 0 1.03% 6.27%
Others
Communications IYZ JNL Mellon Capital Management Communications Sector A 95% 3 60 0 0.4% 2.4%
Moderate Allocation VWELX JNL Select Balanced A 89% 3 60 0 0.17% 11.73%
Equity Energy IEO JNL Mellon Capital Management Oil & Gas A 89% 3 60 0 0.4% 2.74%
Consumer Discretionary IYC JNL Mellon Capital Management Consumer A 87% 3 60 0 0.4% 0.53%
Financial IYF JNL Mellon Capital Management Financial Security A 86% 3 60 0 0.4% 1.64%
Health IYH JNL Mellon Capital Management Health Care A 86% 3 60 0 0.4% 1.45%
Long-Short GARTX JNL Goldman Sachs US Equity Flexible A 75% 3 60 0 0.71% 1.99%
Conservative Allocation FFANX JNL Institutional ALT 20 A 71% 3 60 0 0.57% 3.73%
Conservative Allocation FKINX JNL Franklin Templeton Income A 50% 3 60 0 0.72% 5.93%
Moderate Allocation FFALX JNL Franklin Templeton Founding Strategic A 45% 3 60 0 1.23% 5.33%
Financial LPEFX JNL Red Rocks Listed Private Equity A 28% 3 60 0 1.88% 13.48%
Moderate Allocation FFAMX JNL Institutional ALT 50 A 27% 3 60 0 0.91% 7.3%
Moderate Allocation FSAAX JNL Institutional ALT 35 A 27% 3 60 0 1.24% 5.92%
ROOT CASH JNL Select Money Market A 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK AAXJ JNL PAM Asia ex-Japan A 94% 3 60 0 0.7% 2.15%
Foreign Large Growth OIGAX JNL Oppenheimer Global Growth A 60% 3 60 0 0.76% 32.44%
EUROPE STOCK UEPIX JNL Mellon Capital Management European 30 A 59% 3 60 0 1.78% 1.88%
Foreign Large Growth AIIEX JNL AIM International Growth A 51% 3 60 0 1.6% 16.06%
Foreign Large Value JFEAX JNL JPMorgan International Value A 45% 3 60 0 1.5% 3.25%
WORLD STOCK TEPLX JNL Franklin Templeton Global Growth A 38% 3 60 0 1.1% 14.39%
Foreign Large Blend VGTSX JNL Mellon Capital Management International Index A 16% 3 60 0 0.08% 3.29%
DIVERSIFIED PACIFIC/ASIA SASPX JNL Mellon Capital Management Pacific RIM 30 A 0% 3 60 0 1.67% 1.13%
Foreign Large Blend HEIAX JNL Eagle Core Plus Equity A 0% 3 60 0 1.66% 1.12%
Foreign Large Blend HVTBX JNL American Funds International A 0% 3 60 0 1.07% 0%
WORLD STOCK HVSBX JNL American Funds Global Small Cap A 0% 3 60 0 1.3% 0%
REAL ESTATE
Global Real Estate AGREX JNL AIM GL Real Estate A 53% 3 60 0 1.3% 1.78%
US EQUITY
LARGE VALUE TRVLX JNL T. Rowe Price Value A 98% 3 60 0 0.57% 8.44%
LARGE BLEND VFINX JNL Mellon Capital Management S&P 500 A 97% 3 60 0 0.14% 1.19%
MID-CAP BLEND IJH JNL Mellon Capital Management S&P 400 A 95% 3 60 0 0.05% 1.47%
MID-CAP VALUE GCMAX JNL Goldman Sachs Mid Cap Value A 93% 3 60 0 1.18% 14.15%
Mid-Cap Growth RPMGX JNL T. Rowe Price Mid Cap Growth A 87% 3 60 0 1.29% 6.39%
SMALL BLEND VSCIX JNL Mellon Capital Management Small Cap Index A 80% 3 60 0 0.05% 1.54%
LARGE VALUE VIVIX JNL Select Value A 78% 3 60 0 0.04% 2.32%
Small Growth MISCX JNL Mellon Capital Management Select Small Cap A 76% 3 60 0 1.01% 37.36%
SMALL VALUE FRVLX JNL Franklin Templeton Small Cap Value A 55% 3 60 0 1.73% 8.38%
Small Growth GTSAX JNL AIM Small Cap Growth A 53% 3 60 0 0.91% 11.05%
Mid-Cap Growth OSGIX JNL JPMorgan Mid Cap Growth A 44% 3 60 0 0.95% 11.84%
LARGE VALUE TESIX JNL Franklin Templeton Mutual Shares A 43% 3 60 0 1.25% 7.66%
Small Growth HRSCX JNL Eagle Small Cap Equity A 43% 3 60 0 0.71% 9.14%
LARGE GROWTH FEYAX JNL Institutional ALT 65 A 37% 3 60 0 1.23% 5.86%
LARGE GROWTH RRGSX JNL T. Rowe Price Established Growth A 35% 3 60 0 1.2% 15.48%
Small Growth MMCIX JNL Mellon Capital Management S&P Small Mid Cap 60 A 0% 3 60 0 1.2% 0%
MID-CAP VALUE LZMIX JNL Lazard Mid Cap Value A 0% 3 60 0 0.93% 0%
LARGE BLEND HVNBX JNL American Funds Growth & Income A 0% 3 60 0 0.81% 0%
LARGE BLEND HVCBX JNL American Funds Blue Chip Income & Growth A 0% 3 60 0 0.99% 0%
LARGE GROWTH LCGAX JNL AIM Large Cap Growth A 0% 3 60 0 1.25% 4.1%
FIXED INCOME
Intermediate-Term Bond MIIDX JNL Mellon Capital Management Bond Index A 95% 3 60 0 0.83% 3.37%
High Yield Bond VWEHX JNL PPM High Yield Bond A 95% 3 60 0 0.13% 6.32%
Short-Term Bond PRWBX JNL T. Rowe Price STB A 92% 3 60 0 0.46% 4.19%
Emerging Markets Bond GSDAX JNL Goldman Sachs Emerging Market Debt A 73% 3 60 0 1.16% 5.61%
Intermediate-Term Bond PTTAX JNL PIMCO Total Return A 65% 3 60 0 0.8% 4.32%
Inflation-Protected Bond PRTNX JNL PIMCO Real Return A 58% 3 60 0 1.37% 2.99%
Intermediate Government OGGAX JNL JPMorgan Government & Quality Bond A 40% 3 60 0 0.48% 2.89%
Intermediate-Term Bond GSFAX JNL Goldman Sachs Core Plus Plus A 33% 3 60 0 0.44% 4.49%
WORLD BOND HVDBX JNL American Funds Global Bond A 0% 3 60 0 1.12% 0%
COMMODITIES
COMMODITIES BROAD BASKET DBC JNL BlackRock Commodity A 94% 3 60 0 0.85% 3.54%
Average Expense Ratio: 0.9%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.4% 6.9% 2.1% 4.8% 3.5% 4.8%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 89 funds. It covers 6 major asset classes and 35 minor asset classes. The major asset classes it covers are REITs, Foreign Equity, US Equity, Fixed Income, Emerging Market Equity and Commodity.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.