JNL/Mellon Consumer Discretionary Sector Fund
Shareclass
JNL/Mellon Consumer Discretionary Sect A
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
JNL/Mellon Consumer Discretionary Sector Fund
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Marriott International Inc Class A1.15% of assets$15.7M invested
- 2. Etsy Inc0.1% of assets$1.35M invested
- 3. Hilton Worldwide Holdings Inc1.16% of assets$15.72M invested
- 4. Ford Motor Co0.79% of assets$10.78M invested
- 5. Hasbro Inc0.18% of assets$2.46M invested
- 6. VF Corp0.07% of assets$967,248 invested
- 7. General Motors Co0.89% of assets$12.08M invested
- 8. Expedia Group Inc0.38% of assets$5.21M invested
- 9. McDonald's Corp3.9% of assets$53.08M invested
- 10. Service Corp International0.21% of assets$2.92M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Carvana Co Class A0.82% of assets$11.16M invested
- 2. Chewy Inc0.15% of assets$2.1M invested
- 3. Dillard's Inc Class A0.03% of assets$389,651 invested
- 4. Silgan Holdings Inc0.09% of assets$1.21M invested
- 5. GameStop Corp Class A0.18% of assets$2.48M invested
- 6. Six Flags Entertainment Corp0.05% of assets$697,821 invested
- 7. Lennar Corp Class A0.47% of assets$6.41M invested
- 8. Rollins Inc0.31% of assets$4.21M invested
- 9. Lennar Corp Class B0.02% of assets$257,547 invested
- 10. Rush Enterprises Inc Class A0.06% of assets$829,208 invested
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Financial performance
Performance data provided by
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Find more financial data on at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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