Dow Down 0.20% Nasdaq Down 0.32%

PL Port Optimization Aggressive C (POCEX)

15.19 Down 0.07(0.46%) Sep 29
Prev Close:15.19
YTD Return*:5.31%
Net Assets*:332.47M
Yield*:0.15%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for POCEX at this time.

Top Holdings

Symbol% AssetsYTD Return %
PL Large-Cap Value P10.74N/A
PL Comstock P8.89N/A
PL Main Street Core P8.88N/A
PL International Large-Cap P8.55N/A
PL Small-Cap Value P7.58N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:332.47M
Category:Aggressive Allocation
Annual Report Expense Ratio (net):1.35%

Performance & Risk

YTD Return:5.31%
5y Avg Return:11.66%
Rank in Category (ytd):78
% Rank in Category (ytd):18.75%
Beta (3y):1.55
Morningstar Risk Rating:5

Fund Summary

The investment seeks high, long-term capital appreciation. The fund normally invests 95% of its assets in equity securities. 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, the fund 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. View More
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