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    PL Port Optimization Moderate A (POCAX)

    14.30 Up 0.01(0.07%) Dec 24
    Prev Close:14.29
    YTD Return*:4.96%
    Net Assets*:1.66B
    Yield*:1.30%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for POCAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    PL Managed Bond P16.09N/A
    PL Large-Cap Value P9.22N/A
    PL Comstock P6.99N/A
    PL International Large-Cap P6.87N/A
    PL Short Duration Bond P6.34N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.66B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.60%

    Performance & Risk

    YTD Return:4.96%
    5y Avg Return:8.64%
    Rank in Category (ytd):86
    % Rank in Category (ytd):9.87%
    Beta (3y):0.95
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital and low to moderate income. It is a "fund of funds" that seeks to achieve its investment goal through a strategy of allocating its assets among other funds of the Trust ("underlying funds"). Within the broad asset classes of debt and equity, it diversifies its holdings by investing in underlying funds that represent a variety of investment styles and security types, including alternative or non-traditional investment strategies. The fund is non-diversified. View More
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