JNL/T. Rowe Price Mid-Cap Growth Fund Class A (0P00003C5J)

Overview

The fund is an investment vehicle designed for investors looking to capitalize on the potential for high growth in mid-capitalization companies. With a strategy focused on investing a majority of its assets in a diverse portfolio of medium-sized companies expected to outperform in earnings growth, it aims to provide a robust investment option. The fund identifies mid-capitalization companies based on market capitalization parameters that align with the companies included in notable indexes such as the S&P Mid Cap 400 Index or the Russell MidCap® Growth Index at the time of acquisition. This focus on mid-cap growth entities underscores the fund's investment thesis that these companies strike a balance between the rapid growth potential of small-cap stocks and the stability of large-cap companies, making them an attractive option for investors seeking growth with moderate risk.

Products and Services

The fund offers investors a singular, focused investment product characterized by strategic asset allocation in the mid-cap segment of the market. This investment approach is detailed below:

• Mid-Cap Growth Equity Investments

  This product consists of a managed portfolio investing primarily in mid-capitalization companies expected to exhibit higher than average earnings growth. By concentrating on companies with market capitalizations within the range defined by the S&P Mid Cap 400 Index or the Russell MidCap® Growth Index, the fund aims to leverage the unique growth potential and market dynamics of this segment. The investment philosophy is underpinned by thorough research and a strategic selection process conducted by the Sub-Adviser, emphasizing not only rapid earnings growth but also sustainability and market position strength. The objective is to identify and invest in companies that are poised for significant growth and market success, offering investors the opportunity for substantial returns on their investment.