JNL/DFA U.S. Small Cap Fund Class A (0P0000WVY3)

Overview

The company described operates a financial fund focused on investment in U.S. small-capitalization companies. With a non-fundamental policy that, under normal circumstances, dictates an investment of a minimum of 80% of its assets (comprising net assets and any borrowings for investment purposes) in the securities of these companies, the fund positions itself within a specific market segment. The approach taken allows for investments in futures contracts and options on futures contracts for U.S. equity securities and indices. This strategy is aimed at managing the fund's equity market exposure, adjusting for actual or expected cash inflows or outflows.

Products and Services

• Small-Capitalization Company Investments

This service reflects the core of the company's investment strategy, focusing on allocating at least 80% of its resources into securities from U.S. small-capitalization companies. This investment preference underlines a specialized approach to asset management, seeking opportunities in the potentially high-growth yet volatile segment of small-cap stocks.

• Futures Contracts and Options on Futures Contracts Investment

The fund employs a strategy of investing in futures contracts and options on futures contracts geared towards U.S. equity securities and indices. This facet of the service offering allows the fund to tactically adjust its market exposure. By engaging in these derivative transactions, the fund can adapt to fluctuations in cash inflows and outflows, a measure aimed at maintaining a balanced investment stance amid market dynamics.