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Home »  College Savings » Funds & Managers

Select another PL Portfolio Optimization Fund Model:
PL Portfolio Optimization Model
Moderate-Conservative (Model B)
 
Asset Allocation

Cash5%
Bonds55
Domestic Stocks29
International Stocks11
 
Underlying Fund Allocations

(as of 07/01/08) Although the funds expect to be fully invested at all times, they may maintain liquidity reserves to meet redemption requests.
 
Fund ManagerFundsAllocation
AlgerPL Small-Cap Growth1%
AllianceBernsteinPL International Value6
ClearBridgePL Large-Cap Value4
Goldman SachsPL Short Duration Bond11
Highland CapitalPL Floating Rate Loan6
JanusPL Growth LT4
LazardPL Mid-Cap Equity4
Loomis SaylesPL Large-Cap Growth1
MFSPL International Large-Cap5
NFJPL Small-Cap Value1
OppenheimerPL Main Street® Core7
PIMCOPL Managed Bond27
PIMCOPL Inflation Managed14
Van KampenPL Comstock7
Van KampenPL Mid-Cap Growth2
 
Investor Profile
Your focus is on keeping pace with inflation. Income and capital appreciation are desired.
 
Investment Goal
Seeks current income and moderate growth of capital.
 
Main Investments
Underlying funds that invest in medium- and high-quality fixed-income securities, money market instruments, equity securities of large and medium-sized U.S. and non-U.S. companies, and derivative instruments.
 
Main Risks
There may be some losses in the values of the investments form year to year.

Other risks include derivatives, price volatility, changes in interest rate, credit, foreign investments, emerging countries, changes in inflation rate, prepayment, liquidity, and nondiversification.

The funds are exposed to the same risks as the underlying funds in direct proportion to the allocation of assets among those funds.


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