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JNL/WMC Balanced Fund Class A (0P00003CI2)

US Funds

从投资组合添加/删除添加至投资组合

35.900 -0.170 -0.47%

28/06 - 闭盘. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

发行商: Jackson National

资产类别: 股票

晨星评级:
总资产: 9.16B

0P00003CI2概述

本页面提供JNL/WMC Balanced Fund Class A的详细介绍，帮助您了解0P00003CI2的高管、总资产、投资策略和联系方式等信息。

种类

Allocation--50% to 70% Equity

总资产

9.16B

费用

0.71%

开始日期

1995年5月15日

联络信息

地址 P.O. Box 30389
Lansing,MI 48909-7889
United States

电话 -

网址 www.jackson.com

高管

名称	标题	任期	至
Daniel J. Pozen	Senior Managing Director	2019	now
背景介紹	Daniel J. Pozen, Senior Managing Director and Equity Portfolio Manager of Wellington Management. He has worked in investment management since 1999, has been with Wellington Management since 2006. Education: B.A., Williams College; M.B.A., Dartmouth College (Tuck).
Loren L. Moran	Managing Director	2018	now
背景介紹	Loren L. Moran, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has been a portfolio manager for the fixed income portion of the Fund since 2017 and securities analysis for the fixed income portion of the Fund since 2014. She has worked in investment management since 2001, has been with Wellington Management since 2014. Education: B.S., Georgetown University.
Michael E. Stack	Senior Managing Director	2014	2022
背景介紹	Michael E. Stack is Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. Mr. Stack joined Wellington Management as an investment professional in 2000. Michael E. Stack, announced his plan to retire and withdraw from the partnership of Wellington Management’s parent company, and effective June 30, 2021, he will no longer serve as a portfolio manager for the Fund.
Edward P. Bousa	Senior Managing Director	2004	2020
背景介紹	Mr. Bousa is Senior Managing Director and Equity Portfolio Manager with Wellington Management, his employer since 2000. Prior to joining Wellington, he was a vice president and senior portfolio manager with Putnam Investments from 1992-2000. Previously, Mr. Bousa was employed by Fidelity Management Trust Company from 1984 to 1992 and Louis Dreyfus Corporation from 1980-1982. Edward received his MBA from Harvard Business School (1984) and his BA from Williams College (1980). Bousa is a Chartered Financial Analyst.
Glen M. Goldman	Portfolio Manager	2012	2015
背景介紹	Mr. Goldman joined Wellington Management as an investment professional in 2007.
John C. Keogh	Senior Vice President	2004	2015
背景介紹	John C. Keogh is Senior Vice President, Partner, and Fixed Income Portfolio Manager. As a fixed income portfolio manager, John is responsible for the management of investment grade fixed income portfolios, primarily for mutual fund and insurance clients. He is chair of the Fixed Income Review Group, which reviews the firm's fixed income portfolios to ensure that they meet client objectives and expectations. In addition, John serves on the CBO (Collateralized Bond Obligation) Investment Review Group. Prior to joining Wellington Management in 1983, John worked at Connecticut National Bank in the Portfolio Management, Economics, Funding, and Capital Markets Groups (1979 —1983). John received his BA in economics from Tufts University (1979).
Christopher L. Gootkind	Vice President	2006	2010
背景介紹	Gootkind is vice president and fixed income portfolio manager. He joined Wellington Management Company, LLP as an investment professional in 2000. He used to be a principal with Scudder, Stevens & Clark, his employer since June 1986. Previously, he spent three years in institutional sales at Mabon, Nugent & Company. Gootkind holds the Chartered Financial Analyst designation and is a member of both the Boston Security Analysts Society and the Bank Analysts Association of Boston.
C. Edwin Riley	Portfolio Manager	1995	2005
背景介紹	Riley is a portfolio manager with Phoenix Investment Counsel, his employer since 1995. Previously, he served as a senior vice president and director of equities with Nations Bank for 14 years. A golf enthusiast, Riley was born in Clarksburg, West Virginia, in 1954.

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近期报价

	名称	价格	涨跌额	涨跌幅
	JNL/WMC Balanced .	35.900	-0.170	-0.47%