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Wednesday, December 16, 2009, 11:47AM ET - U.S. Markets close in 4 hours and 13 minutes. Dow Up 0.38% Nasdaq Up 0.73%
PL Port Optimization Mod-Cnsrv 529 MT C (MOCBX)On Dec 15: 10.27  Down 0.03 (0.29%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:20.98%
5-Year Average Return:3.17%
Number of Years Up:3
Number of Years Down:1
Best 1-Yr Total Return (2006):7.64%
Worst 1-Yr Total Return (2008):-19.49%
Best 3-Yr Total Return (2005-7):5.68%
Worst 3-Yr Total Return (2006-8):-2.81%
LOAD ADJUSTED RETURNS 
1-Year:6.48%
3-Year:1.34%
5-Year:3.31%
10-Year:N/A
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMOCBXCategoryDiffIndex*Diff
Year To Date20.9819.411.57N/AN/A
1-Month2.612.380.23N/AN/A
3-Month4.924.880.04N/AN/A
1-Year26.4923.373.12N/AN/A
3-Year1.130.450.68N/AN/A
5-Year3.172.900.27N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)28.4525.193.26N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-2.20-3.190.99N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMOCBXCategoryDiff
2009N/AN/AN/A
2008
 
-19.49-18.61-0.88
2007
 
5.924.531.39
2006
 
7.648.16-0.52
2005
 
3.522.970.55
2004N/A5.46N/A
2003N/A12.34N/A
2002N/A-3.11N/A
2001N/A-0.39N/A
2000N/A4.28N/A
1999N/A5.85N/A
PAST QUARTERLY RETURNS (%) FOR MOCBX 
Q1Q2Q3Q4
2009-2.9211.249.63N/A
2008-2.51-1.99-7.20-9.21
20071.732.182.31-0.40
20061.98-0.813.213.11
2005-1.151.152.121.39
2004N/A-0.890.204.62
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date26163940.85
1-Month49165574.96
3-Month35265353.91
6-Month37564757.96
1-Year18163528.50
3-Year16651432.30
5-Year12934936.96

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