JNL/Vanguard Growth ETF Allocation Fund

JNL Series Trust

Actively managed U.S. equity fund
$2.17B NAV
20 positions · as of 2026-06-30 · filed 2026-08-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

JNL/Vanguard Growth ETF Allocation Fund is an actively managed U.S. equity fund.

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

Fund profile

As filed in the prospectus · 2026 Q2

The investment objective of the Fund is to seek long-term growth of capital through investment in exchange-traded funds (Underlying ETFs).

Strategy · summarised

The fund invests at least 80% of assets in a diversified group of Vanguard-affiliated exchange-traded funds, with a target allocation of approximately 80% to equity ETFs and 20% to fixed-income and cash-alternative ETFs. A proprietary asset allocation model guides the initial allocation across asset classes; the sub-adviser then executes all portfolio transactions according to specific instructions from the adviser, including which ETFs to hold and their weights, with rebalancing generally occurring monthly. The fund may also hold derivatives, U.S. Treasuries, and cash equivalents to meet allocation targets. Because the fund invests through other investment funds rather than holding securities directly, its returns depend on the performance and holdings of the underlying ETFs selected by the adviser.

Expenses
0.26% 0.68%across 2 share classes
Share classGrossNetAs of
C0001920800.68%2025 Q2
C0001920810.38%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 16.00% · as of 2026 Q2

Allocation

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

104.72%
of net assets
Stocks100.12%
Cash & short-term4.60%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 0 new0 exited

Return profile

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

1-year
+23.17%
3-year
+48.49%
5-year
+38.83%
Volatility
10.30%
Worst 3-yr fall
-9.37%
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
Vanguard Total Stock Market ETF14.36%$311.58M
Vanguard FTSE Developed Markets ETF12.44%$269.93M
Vanguard Mid-Cap ETF8.70%$188.76M
Vanguard Value ETF8.62%$187.09M
Vanguard FTSE Emerging Markets ETF8.58%$186.26M
Vanguard Growth ETF8.28%$179.69M
Vanguard Small-Cap ETF6.86%$148.83M
Vanguard Dividend Appreciation ETF5.52%$119.86M
Jackson National Asset Management, LLC4.60%$99.76M
Vanguard Real Estate ETF4.10%$88.89M
Showing 10 of 20Sign 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 82.07% of net assets, top 25 104.72%, across 20 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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