JNL/BlackRock Large Cap Select Growth Fund

JNL Series Trust

Actively managed U.S. equity fund
$4.45B NAV
34 positions · as of 2026-06-30 · filed 2026-08-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

JNL/BlackRock Large Cap Select Growth Fund is an actively managed U.S. equity fund. 48% of JNL/BlackRock Large Cap Select Growth Fund’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 91% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q2

The investment objective of the Fund is long-term capital appreciation.

Strategy · summarised

The fund invests at least 80% of its assets in equity securities of U.S. large-capitalization companies, with up to 20% in foreign equities. BlackRock Investment Management, LLC, as sub-adviser, selects securities by screening for companies with dominant market positions or franchises, major technological edges, or unique competitive advantages, considering earnings revision trends, expected growth rates, sales acceleration, price-to-earnings multiples, and positive stock price momentum. The fund may also use index futures for investment purposes to enhance returns or obtain market exposure. Because security selection depends on the sub-adviser's assessment of competitive advantage and growth metrics, fund holdings and performance may diverge from broad market indices.

Expenses
0.53% 0.83%across 2 share classes
Share classGrossNetAs of
C0000046530.86%0.83%2025 Q2
C0000679840.56%0.53%2025 Q2

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 63.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.13%
of net assets
Stocks99.94%
Cash & short-term0.19%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology54.3%
Industrials12.8%
Communication Services8.7%
Consumer Discretionary8.4%
7 smaller15.7%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
48%of stock holdings in top-quartile growers
covering 91% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 8 new9 exited

New: Flex Ltd., Wheaton Precious Metals Corp., WELL, FANG, VRT, SPCX, ORCL, Anthropic, PBC

Largest exited: MCK, ANET, FCX, SHOP, COF, HOOD, BSX, TMO

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+28.41%
3-year
+93.12%
5-year
+59.12%
Volatility
21.70%
Worst 3-yr fall
-13.38%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorporationNVDA14.24%$633.28M
Amazon.com, Inc.AMZN7.46%$331.49M
Apple Inc.AAPL5.63%$250.22M
Alphabet Inc.GOOGL5.10%$226.91M
Microsoft CorporationMSFT5.03%$223.76M
Broadcom Inc.AVGO4.97%$220.99M
Snowflake Inc.SNOW3.96%$176.21M
Meta Platforms, Inc.META3.62%$160.78M
Palo Alto Networks, Inc.PANW3.38%$150.28M
Caterpillar Inc.CAT3.28%$145.83M
Showing 10 of 34Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 56.68% of net assets, top 25 91.33%, across 34 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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