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kmp
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Jackson National


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How does Jackson National rate against other mutual fund companies in terms of Roth Ira return on investment?
Any reviews on this company out there?

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Kristen Sullivan
FiLife Contributor

Hey there !

Jackson National is a well known insurance company that started offering mutual funds a few years ago. Many of the funds have performed fine, meaning they've beaten their benchmark indexes, but none of the funds have a long history of performance. So beware of that risk. It's smart to invest with a manager who has at least five years of performance history. A longer track record shows a proven strategy and solid operations.

Jackson National offers both actively managed funds (they pick the individual stocks and bonds in the portfolios, and charge a higher fee for doing so) and index funds (the fund tracks an index, the fees are lower.) Here at FiLife we think it's a good idea to stick with less risky, inexpensive index funds. Thing is, it looks like all of the fund fees are fairly high at Jackson National.

Go to Jackson's site here and click on the fund you want to review in the left hand column. Then check out the link to the Morningstar factsheet. You can look at fund performance, fund rank compared to other similar funds, fees and more. Jackson hasn't included links to all of the Morningstar factsheets, so in a few cases you should just check out their own factsheet link.

Once you do your homework- let us know what you find out here.

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