JNL/Goldman Sachs 4 I Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund seeks to achieve its objective by investing in stocks of approximately 150 distinct companies included in the S&P 500 ® Index. It may invest in a combination of exchange-traded funds (“ETFs”) to assist with fund rebalances and to meet redemption or purchase requests. The fund may invest in financial futures, a type of derivative, to obtain market exposure consistent with the fund’s investment objective and strategies, to provide liquidity for cash flows, to hedge dividend accruals or for other purposes that facilitate meeting the fund’s objective.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	JNL/Goldman Sachs 4 Fund Class I	Institutional	Open			Sep 25, 2017	$47.38M	0.400%	Low	$0	$1.36M
—	JNL/Goldman Sachs 4 Fund Class A	Level Load	Open			Dec 3, 2007	$5.06B	0.700%	Low	$0	−$818.83M

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