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Form 497K JNL SERIES TRUST

Form 497K JNL SERIES TRUST
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Fund Managers Responses to Silicon Valley Bank s Implosion

Active managers are revisiting pressured bank holdings, while some previously raised red flags about the failed stock.

United statesMani govilChris davisJeff johnCharlie dreifusAnne walshCharles schwabSudhir nandaFirst republic bankFinancial groupBear stearnsSilicon valley bankSignature bankBank term funding programFunds with big regional bank stakesWhile the federal deposit insurance corporation

Value Managers Tiptoe Into Tech Stocks

Growth stocks like Microsoft, Amazon, and Alphabet are finding their way into a handful of value stock portfolios.

Warren buffettDan lefkovitzPaul ruppeKatie reichartAndrew danielsTaiwan semiconductor manufacturingMorningstar us technology indexMorningstar us communication services indexAllspring large company valueServices indexBig techMeta platformsMorningstar styleRussell value indexMorningstar valueMid cap broad value index

4 Cheapest U S Value ETFs for Q4 2022

Recession concerns continue to grow after Federal Reserve Chair Jerome Powell underscored the commitment to driving down inflation even at the cost of economic “pain” after the most recent FOMC meeting and 0.75% rate hike.

Jerome powellFederal reserveFederal reserve chair jerome powellMid cap broad value indexCap broad valueCap value indexState streetDividend indexXchange traded fundsStock market

Energy Is Powering Large-Value Fund Performance

Some funds are bucking the trend.

J dale harveyJohn sheehyDrew carterAlec lucasKatie rushkewicz reichartRobby greengoldMurphy oilMorningstar us energy indexNational fuel gasInternational business machinesVertiv holdingsCharter communicationsMorningstar categoryMorningstar styleMid cap broad value indexPortfolio analysis

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