JNL/Mellon Information Technology Sector Fund

JNL Series Trust

U.S. equity index fund
$8.59B NAV
198 positions · as of 2026-06-30 · filed 2026-08-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

JNL/Mellon Information Technology Sector Fund is a U.S. equity index fund that tracks the Morningstar US Technology Index. 41% of JNL/Mellon Information Technology Sector 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 97% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
Open-end fund
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q2

The objective of the Fund is to track the performance of the Morningstar US Technology Index SM to provide total return through capital appreciation and dividend income.

Strategy · summarised

The fund tracks the Morningstar US Technology Index through representative sampling, holding a portfolio of technology stocks weighted by market capitalization to replicate the index's performance. As a non-diversified fund, it may invest more of its assets in fewer issuers than diversified mutual funds, concentrating exposure in a narrower set of holdings. The fund's use of representative sampling rather than full replication may cause its performance to diverge from the index.

Expenses
0.26% 0.61%across 2 share classes
Share classGrossNetAs of
C0002182100.61%2025 Q2
C0002182110.31%0.26%2025 Q2

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

Portfolio turnover 25.00% · as of 2026 Q2

Allocation

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

100.16%
of net assets
Stocks99.80%
Cash & short-term0.35%
Derivatives0.01%

Derivatives are shown at market value, not notional exposure.

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 Technology95.7%
Industrials1.6%
International1.6%
Financials0.5%
4 smaller0.6%

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
41%of stock holdings in top-quartile growers
covering 97% of the fund’s equity
Earnings growth
37%of stock holdings in top-quartile growers
covering 85% 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: 22 new19 exited

Largest new: SMTC, FORM, DOCN, AAOI, MXL, VIAV, VICR, CIFR

Largest exited: AFRM, Clearwater Analytics Holdings, Inc., AUR, BMI, BOX, LIF, WK, KD

Return profile

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

1-year
+44.22%
3-year
+127.27%
5-year
+134.36%
Volatility
23.35%
Worst 3-yr fall
-13.54%
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 CorporationNVDA18.10%$1.56B
Apple Inc.AAPL16.39%$1.41B
Microsoft CorporationMSFT10.69%$919.14M
Broadcom Inc.AVGO6.79%$583.15M
Micron Technology, Inc.MU5.01%$430.78M
Advanced Micro Devices, Inc.AMD3.65%$313.77M
Intel CorporationINTC2.34%$201.43M
Applied Materials, Inc.AMAT2.21%$190.33M
Lam Research CorporationLRCX2.10%$180.54M
Cisco Systems, Inc.CSCO1.79%$153.96M
Showing 10 of 198Sign 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 69.08% of net assets, top 25 83.42%, across 198 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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