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Jackson Credit Opportunities Fund

CIK: 0001982467 Equity
Report date: 2026-02-25
AUM $583M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-25

About this Fund

Jackson Credit Opportunities Fund is a renowned mutual fund company that specializes in asset management, offering a diverse range of investment solutions to cater to the unique needs of its clients. With a strong focus on wealth management, the company provides a platform for investors to grow their wealth through a variety of mutual fund options, including equity, debt, and hybrid funds. By leveraging its expertise in investment management, Jackson Credit Opportunities Fund enables its clients to create a well-diversified portfolio that aligns with their financial goals and risk tolerance. The company's investment approach is centered around a thorough research and analysis process, which helps identify attractive investment opportunities across various asset classes. For investors seeking to invest in a disciplined and systematic manner, Jackson Credit Opportunities Fund offers a systematic investment plan (SIP) that allows them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility on their investments. The company's equity funds are designed to provide long-term capital appreciation by investing in a portfolio of stocks across various sectors and industries, while its debt funds focus on generating regular income through investments in fixed-income securities. Hybrid funds, on the other hand, offer a balanced approach by combining the benefits of both equity and debt investments. By providing a broad range of investment options, Jackson Credit Opportunities Fund empowers its clients to make informed investment decisions and achieve their financial objectives. The company's key strengths lie in its experienced management team, robust research capabilities, and a customer-centric approach that prioritizes the needs and interests of its clients. Jackson Credit Opportunities Fund's investment team comprises seasoned professionals with a deep understanding of the markets and a proven track record of delivering strong investment performance. The company's research-driven approach enables it to stay ahead of the curve and identify emerging trends and opportunities in the market. By combining its expertise in asset management with a commitment to transparency and accountability, Jackson Credit Opportunities Fund has earned the trust of its clients, who value the company's ability to deliver consistent and sustainable investment returns over the long term. As a result, investors from all walks of life, including individual investors, institutional investors, and financial advisors, rely on Jackson Credit Opportunities Fund to manage their investments and achieve their wealth management goals. With its strong reputation, proven investment capabilities, and unwavering commitment to its clients, Jackson Credit Opportunities Fund has established itself as a leading player in the mutual fund industry, and its funds are widely regarded as a preferred investment option for those seeking to create a diversified portfolio and achieve their financial objectives.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

68 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ICE INTERCONTINENTAL EXCHANGE Since 2026-05-10 N/A DIR
-0.00%
$-0.01 -13
2 AMKR Amkor Technology, Inc. Since 2026-05-10 031652BL3 Debt
0.07%
$0.42 415,000
3 ORCL Oracle Corporation Since 2026-05-10 68389XDR3 Debt
0.23%
$1.33 1,500,000
4 PFSI PennyMac Financial Services, Inc. Since 2026-05-10 70932MAH0 Debt
0.01%
$0.07 65,000
5 W Wayfair LLC Since 2026-05-10 94419NAB3 Debt
0.04%
$0.24 225,000
6 SR Spire Inc. Since 2026-05-10 84857LAE1 Debt
0.07%
$0.42 420,000
7 KGS Kodiak Gas Services, LLC Since 2026-05-10 50012LAD6 Debt
0.03%
$0.15 150,000
8 LUMN Lumen Technologies, Inc. Since 2026-05-10 55024EAD7 LON
0.25%
$1.47 1,459,827
9 D Dominion Energy, Inc. Since 2026-05-10 25746UDV8 Debt
0.17%
$1.00 970,000
10 BZH Beazer Homes USA, Inc. Since 2026-05-10 07556QBT1 Debt
0.03%
$0.20 200,000
11 IHS IHS Holding Limited Since 2026-05-10 N/A Debt
0.04%
$0.21 200,000
12 CHDN Churchill Downs Incorporated Since 2026-05-10 171484AJ7 Debt
0.03%
$0.20 190,000
13 PNC The PNC Financial Services Group, Inc. Since 2026-05-10 693475BC8 Debt
0.14%
$0.79 805,000
14 XYZ Block, Inc. Since 2026-05-10 852234AU7 Debt
0.00%
$0.02 20,000
15 BBVA Banco Bilbao Vizcaya Argentaria, S.A. Since 2026-05-10 05946KAS0 Debt
0.09%
$0.55 515,000
16 BLCO Bausch & Lomb Corporation Since 2026-05-10 C0787FAJ1 LON
0.35%
$2.01 1,995,000
17 XYZ Block, Inc. Since 2026-05-10 852234AT0 Debt
0.00%
$0.01 15,000
18 VST Vistra Corp. Since 2026-05-10 92840MAC6 Debt
0.11%
$0.66 650,000
19 NRG NRG Energy, Inc. Since 2026-05-10 629377CU4 Debt
0.13%
$0.74 680,000
20 KGS Kodiak Gas Services, LLC Since 2026-05-10 50012LAE4 Debt
0.03%
$0.15 145,000
21 XPO XPO, Inc. Since 2026-05-10 983793AK6 Debt
0.16%
$0.94 895,000
22 SLGN Silgan Holdings Inc. Since 2026-05-10 N/A Debt
0.02%
$0.12 100,000
23 UBS UBS Group AG Since 2026-05-10 902613BE7 Debt
0.09%
$0.52 440,000
24 UBS UBS Group AG Since 2026-05-10 225401BH0 Debt
0.14%
$0.79 770,000
25 BHC Bausch Health Companies Inc. Since 2026-05-10 C6903HAB0 LON
0.33%
$1.94 1,995,000
26 CVS CVS Health Corporation Since 2026-05-10 126650EG1 Debt
0.07%
$0.42 405,000
27 CNP CenterPoint Energy, Inc. Since 2026-05-10 15189TBS5 Debt
0.21%
$1.20 1,190,000
28 CMS CMS Energy Corporation Since 2026-05-10 125896BY5 Debt
0.16%
$0.96 935,000
29 NRG NRG Energy, Inc. Since 2026-05-10 629377CW0 Debt
0.06%
$0.33 320,000
30 BBVA Banco Bilbao Vizcaya Argentaria, S.A. Since 2026-05-10 N/A Debt
0.09%
$0.51 400,000
31 JELD JELD-WEN Holding, Inc. Since 2026-05-10 47580PAA1 Debt
0.03%
$0.19 275,000
32 RKT Rocket Companies, Inc. Since 2026-05-10 77311WAB7 Debt
0.05%
$0.30 290,000
33 SEE Sealed Air Corporation Since 2026-05-10 812127AB4 Debt
0.05%
$0.32 305,000
34 BLDR Builders FirstSource, Inc. Since 2026-05-10 12008RAT4 Debt
0.13%
$0.76 730,000
35 LGIH LGI Homes, Inc. Since 2026-05-10 50187TAK2 Debt
0.10%
$0.59 615,000
36 RCI Rogers Communications Inc. Since 2026-05-10 775109DH1 Debt
0.19%
$1.13 1,070,000
37 BLCO Bausch & Lomb Corporation Since 2026-05-10 C0787FAG7 LON
0.34%
$1.96 1,960,000
38 TU TELUS Corporation Since 2026-05-10 87971MCR2 Debt
0.11%
$0.65 655,000
39 MOH Molina Healthcare, Inc. Since 2026-05-10 60855RAM2 Debt
0.17%
$0.96 945,000
40 TGB Taseko Mines Limited Since 2026-05-10 876511AG1 Debt
0.06%
$0.33 310,000
41 AVNT Avient Corporation Since 2026-05-10 05368VAB2 Debt
0.09%
$0.53 520,000
42 NAVI Navient Corporation Since 2026-05-10 63938CAQ1 Debt
0.08%
$0.49 470,000
43 W Wayfair LLC Since 2026-05-10 94419NAA5 Debt
0.04%
$0.25 240,000
44 RKT Rocket Companies, Inc. Since 2026-05-10 77311WAA9 Debt
0.07%
$0.39 380,000
45 SRE Sempra Since 2026-05-10 816851BV0 Debt
0.15%
$0.89 875,000
46 TEX Terex Corporation Since 2026-05-10 880779BB8 Debt
0.18%
$1.05 1,020,000
47 PFSI PennyMac Financial Services, Inc. Since 2026-05-10 70932MAF4 Debt
0.09%
$0.51 490,000
48 BXMT Blackstone Mortgage Trust, Inc. Since 2026-05-10 09257WAF7 Debt
0.08%
$0.48 455,000
49 STWD Starwood Property Trust, Inc. Since 2026-05-10 85571BBD6 Debt
0.12%
$0.72 690,000
50 CENX Century Aluminum Company Since 2026-05-10 156431AS7 Debt
0.07%
$0.42 405,000
51 SRE Sempra Since 2026-05-10 816851BW8 Debt
0.14%
$0.79 775,000
52 NFE New Fortress Energy Inc Since 2026-05-10 64439HAC3 LON
0.14%
$0.81 1,975,038
53 BLCO Bausch + Lomb Corporation Since 2026-05-10 071705AA5 Debt
0.18%
$1.06 1,020,000
54 ACHC Acadia Healthcare Company, Inc. Since 2026-05-10 00404AAP4 Debt
0.06%
$0.33 340,000
55 SR Spire Inc. Since 2026-05-10 84857LAD3 Debt
0.08%
$0.48 480,000
56 XYZ Block, Inc. Since 2026-05-10 852234AS2 Debt
0.08%
$0.45 430,000
57 VFC V.F. Corporation Since 2026-05-10 918204BE7 Debt
0.04%
$0.26 220,000
58 CRK Comstock Resources, Inc. Since 2026-05-10 205768AS3 Debt
0.04%
$0.26 260,000
59 RCI Rogers Communications Inc. Since 2026-05-10 775109DG3 Debt
0.09%
$0.53 505,000
60 TEO Telecom Argentina S.A. Since 2026-05-10 879273AU4 Debt
0.05%
$0.32 300,000
61 FOUR Shift4 Payments, LLC Since 2026-05-10 N/A Debt
0.04%
$0.24 200,000
62 IRM Iron Mountain Incorporated Since 2026-05-10 N/A Debt
0.02%
$0.11 100,000
63 AEP American Electric Power Company, Inc. Since 2026-05-10 02557TAF6 Debt
0.14%
$0.80 815,000
64 META Meta Platforms, Inc. Since 2026-05-10 30303MAE2 Debt
0.10%
$0.61 635,000
65 LNT Alliant Energy Corporation Since 2026-05-10 018802AF5 Debt
0.10%
$0.56 565,000
66 PFSI PennyMac Financial Services, Inc. Since 2026-05-10 70932MAG2 Debt
0.09%
$0.53 505,000
67 DB Deutsche Bank Aktiengesellschaft Since 2026-05-10 N/A Debt
0.04%
$0.26 200,000
68 FOUR Shift4 Payments, LLC Since 2026-05-10 82453AAB3 Debt
0.05%
$0.26 255,000
Frequently Asked Questions — Jackson Credit Opportunities Fund
What type of mutual fund is Jackson Credit Opportunities Fund?
Jackson Credit Opportunities Fund is a SEC-registered Equity fund, with $583M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Jackson Credit Opportunities Fund holds 68 portfolio positions, all detailed in the holdings table on this page.
What are Jackson Credit Opportunities Fund's assets under management (AUM)?
Jackson Credit Opportunities Fund has $583M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Jackson Credit Opportunities Fund's top holdings?
According to Jackson Credit Opportunities Fund's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include INTERCONTINENTAL EXCHANGE, Amkor Technology, Inc., Oracle Corporation , among others. The complete list of all 68 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Jackson Credit Opportunities Fund's expense ratio?
Expense ratio data for Jackson Credit Opportunities Fund is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Jackson Credit Opportunities Fund's SEC filings?
Jackson Credit Opportunities Fund is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001982467. You can access all of Jackson Credit Opportunities Fund's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001982467). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Jackson Credit Opportunities Fund's holdings data on StockSifting?
Holdings data for Jackson Credit Opportunities Fund on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.