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Select another PL Portfolio Optimization Fund Model:
PL Portfolio Optimization Model
Moderate-Aggressive (Model D)
 
Asset Allocation

Cash0%
Bonds20
Domestic Stocks55
International Stocks25
 
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 Growth3%
AllianceBernsteinPL International Value11
ClearBridgePL Large-Cap Value8
Goldman SachsPL Short Duration Bond1
Highland CapitalPL Floating Rate Loan1
JanusPL Growth LT10
LazardPL Mid-Cap Equity8
Loomis SaylesPL Large-Cap Growth2
MFSPL International Large-Cap9
NFJPL Small-Cap Value4
OppenheimerPL Main Street® Core10
OppenheimerPL Emerging Markets4
PIMCOPL Managed Bond8
PIMCOPL Inflation Managed6
Van KampenPL Comstock9
Van KampenPL Real Estate4
Van KampenPL Mid-Cap Growth2
 
Investor Profile
You seek an investment geared for growth, and are willing to accept above-average risk.
 
Investment Goal
Seeks moderately high, long-term capital appreciation with low current income.
 
Main Investments
Underlying funds that invest in equity securities of both U.S. and non-U.S. companies of any size, including small- and medium-sized growth companies, fixed-income securities, and derivative instruments.
 
Main Risks
There will probably be some losses in the values of the underlying investments from year to year. Some of these might be large, but the overall fluctuations in the asset values should be less than those of the U.S. stock market.

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