Fossil fuel companiesare fueling the climate crisis.


JNL/Goldman Sachs 4 Fund

Shareclass
JNL/Goldman Sachs 4 A
Type
Open-end mutual fund
Fossil fuel exposure of 6.66% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
No direct stock holdings
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
2
holdings
$42.63M
invested
0.8%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
6
holdings
$230.88M
invested
4.36%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
5
holdings
$170.16M
invested
3.21%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
9 holdings
9 holdings
  • 1. Public Service Enterprise Group Inc
    Fossil-fired utility
    $89.27M
    1.68%
  • 2. Marathon Petroleum Corp
    Oil/gas industry
    $85.45M
    1.61%
  • 3. Valero Energy Corp
    Oil/gas industry
    $60.04M
    1.13%
  • 4. Dominion Energy Inc
    Coal industryOil/gas industryFossil-fired utility
    $26.66M
    0.5%
  • 5. Southern Co
    Oil/gas industryFossil-fired utility
    $21.32M
    0.4%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
JNL/Goldman Sachs 4 Fund is 6.66% ($353.06 MILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on at Morningstar.com
Current fund
JNL/Goldman Sachs 4 Fund
Family
Jackson National
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.23% less in annualized returns
Less invested in fossil fuels 
1.59% less invested
Lower fossil finance risk score 
11 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
14.27% less invested
Current fund
JNL/Goldman Sachs 4 Fund
Family
Jackson National
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.23% less in annualized returns
Less invested in fossil fuels 
1.59% less invested
Lower fossil finance risk score 
11 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
14.27% less invested
Current fund
JNL/Goldman Sachs 4 Fund
Family
Jackson National
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.23% less in annualized returns
Less invested in fossil fuels 
1.59% less invested
Lower fossil finance risk score 
11 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
14.27% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
- JNL/Goldman Sachs 4 Fund
34%
11%
14%
10%
6.66% 
Benchmark
IVV - iShares Core S&P 500 ETF
36%
12%
16%
13%
8.26% 
Fund compared to benchmark
 
-1.87%
-1.01%
-2.32%
-3.23%
1.59%  lower
Find more financial data on JNL/Goldman Sachs 4 Fund at Morningstar.com
What's next?
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