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Jnl/mellon Index 5 Fund Class A (0P00008HDS)

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JNL/Mellon Capital Index 5 Fund Class A historical data, for real-time data please try another search
20.470 +0.230    +1.14%
23/04 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.31B
JNL/Mellon Capital Index 5 Fund Class A 20.470 +0.230 +1.14%

0P00008HDS Overview

 
On this page you'll find an in-depth profile of Jnl/mellon Index 5 Fund Class A. Learn about the key management, total assets, investment strategy and contact information of 0P00008HDS among other information.
Category

Allocation--70% to 85% Equity

Total Assets

1.31B

Expenses

0.35%

Inception Date

Apr 30, 2007

Contact Information

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

Top Executives

Name Title Since Until
Sean Hynes Director 2014 2021
Biography Sean Hynes, CFA, CAIA, is Director,Assistant Vice President and Portfolio Manager and Investment Management for Jackson National Asset Management since April 2013. Mr. Hynes provides leadership for the performance analysis and due diligence review of external investment managers. He develops and maintains key relationships with asset managers and provides leadership and direction to Investment Management staff. Prior to joining JNAM, Mr. Hynes was an Investment Manager for Morningstar Investment Services, a wholly-owned subsidiary of Morningstar Inc., and a research associate for Managers Investment Group. Mr. Hynes holds a Bachelor of Science degree in Mathematics from the University of Notre Dame and an MBA from Carnegie Mellon University. Mr. Hynes is a member of the CFA Institute and the CFA Society of Chicago.
Mark Pliska Portfolio Manager 2014 2021
Biography Mark Pliska, CFA, is a Portfolio Manager for Jackson National Asset Management. Mr. Pliska is responsible for manager research, portfolio construction, and asset allocation of the Funds. Prior to joining JNAM in 2011, Mr. Pliska worked as an Investment Analyst for Plan Sponsor Advisors from 2008 to 2011, where he was responsible for the selection and monitoring of investment managers, client reporting, and asset allocation for defined contribution and defined benefit plans. Mr. Pliska was a Research Analyst for DWM Financial Group from 2006 to 2008. Mr. Pliska is a National Merit Scholar and holds a B.A. in Economics from the University of Kansas. Mr. Pliska is a member of the CFA Institute and the CFA Society of Chicago.
William Harding Senior Vice President 2012 2021
Biography William Harding, CFA, is Senior Vice President and Chief Investment Officer for Jackson National Asset Management since July 2014. Mr. Harding was a Vice President, Head of Investment Management from October 2012 to June 2014. Mr. Harding leads the Investment Management function responsible for oversight of sub-advisor performance and risk, due diligence and manager research. Mr. Harding was previously the Head of Manager Research for Morningstar Inc.’s Investment Management division and has over 20 years of investment experience including asset allocation, manager research, portfolio management, and performance evaluation. Mr. Harding holds a Bachelor of Science degree in Business from the University of Colorado, Boulder and an MBA from Loyola University Chicago. Mr. Harding is a member of the CFA Institute and the CFA Society of Chicago.
Steven B. Young CIO 2012 2012
Biography Steven B. Young, CFA, Vice President and Portfolio Manager for JNAM, is responsible for portfolio construction and asset allocation of the Funds. Mr. Young draws on 25 years investment experience, including his current role as Chief Investment Officer with Curian Capital, LLC (“Curian”) overseeing all asset management activities involved in portfolio construction, asset allocation and manager due diligence for the $5.4 billion in Curian’s Custom Style Portfolios. Mr. Young has been the Chief Investment Officer of Curian since May 2005. Mr. Young’s past experience includes head of Investment Strategy for Bank of America’s Wealth and Investment Management Group for two years, manager for the billion-dollar series of Nations LifeGoal Portfolio Mutual Funds (fund of funds) for two years, and Chief Investment Strategist developing and representing the firm’s view of the capital markets for two years. Prior to Bank of America, Mr. Young spent three years as a Principal with institutional consultant DeMarche Associates as a lead consultant to Fortune 500 company pension plans and was a member of the firm’s Manager Review Committee.
Mark Pliska Portfolio Manager 2012 2012
Biography Mark Pliska, CFA, is a Portfolio Manager for Jackson National Asset Management. Mr. Pliska is responsible for manager research, portfolio construction, and asset allocation of the Funds. Prior to joining JNAM in 2011, Mr. Pliska worked as an Investment Analyst for Plan Sponsor Advisors from 2008 to 2011, where he was responsible for the selection and monitoring of investment managers, client reporting, and asset allocation for defined contribution and defined benefit plans. Mr. Pliska was a Research Analyst for DWM Financial Group from 2006 to 2008. Mr. Pliska is a National Merit Scholar and holds a B.A. in Economics from the University of Kansas. Mr. Pliska is a member of the CFA Institute and the CFA Society of Chicago.
Deepesh Srivastava Investment Specialist 2012 2012
Biography Deepesh Srivastava is an Investment Specialist for JNAM since May 2011. Prior to joining JNAM, Mr. Srivastava was an Assistant Vice President, Capital Market Front Office (2010-2011) and a Consultant (2009-2010) at Bank of America Merrill Lynch (through Mitchell/Martin), where he was responsible for the analysis and implementation of models/algorithms for analytics and risk management of fixed income products. Prior to that, Mr. Srivastava was a Senior Application Architect at NAVTEQ (a Nokia Company) from 2008 to 2009, and prior to that, an External Consultant for Putnam Investments (through IT Scient/OST International) from 2006 to 2008. Mr. Srivastava holds his Bachelors in Mathematics from B.H. University in India and a Masters in Applied Statistics and Computer Science from the Indian Institute of Technology. Additionally, Mr. Srivastava has an MBA degree in Finance from the University of Chicago.
Saumen Chattopadhyay Vice President 2010 2012
Biography For over 20 years Saumen held senior leadership positions in various institutions, including Jackson National Asset Management, Harbor Capital Advisors (Harbor Funds), and Industrial Development Bank of India (IDBI), and managed large institutional funds. He was the Head of Investment Management at Jackson National Asset Management. At Jackson he managed nine funds, led an eight-member investment team and reported to two Fund boards. He helped develop and manage unique risk-hedged strategies. Prior to Jackson Saumen spent a number of years with Habor Capital Advisors (Habor Funds). He was Director of Quantitative Management and the lead portfolio manager for Harbor Target Date Funds. Through managing these funds, Mr. Chattopadhyay gained experience in portfolio and risk management. He has been managing portfolios for over a decade. Saumen started his career with IDBI in 1994 where he managed diversified Project Appraisal cases, and left to relocate to the United States when he was Assistant General Manager. Saumen has two masters – Masters in Accounting and Finance from the University of Calcutta and MBA (Finance) from the University of Toledo. He holds a FCA and CPA designation, and is a CFA charterholder. Saumen speaks at various industry conferences and is highly regarded in the industry for his analytical and portfolio management skills.
Lynn M. Mouser Manager 2008 2010
Biography Mouser has been the manager of separate account and transfer agent operations at JNAM since August 2005. She joined JNAM in July 2003 as a supervisor, separate account operations. Prior to July 2003, Mouser was a senior auditor at Ernst & Young from May 2002 through July 2003.
Daniel W. Koors Vice President 2007 2010
Biography 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.
William V. Simon Vice President and assistant treasurer of the Trust 2007 2008
Biography Simon has been associated with JNAM and/or its affiliates since 1996. He was elected vice president and assistant treasurer of the Trust effective December 2006. In addition, Simon has been an assistant vice president of Jackson National Life Insurance Company, an affiliate of the Trust, since July 2004. From August 2000 through July 2004, he was a director at Jackson National Life Insurance Company.
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