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Prospectuses and Reports

View or download prospectuses and reports by clicking a fund's corresponding link.

 
  Class A, B, C, I and R Shares  
  Fund Name Prospectus Statement Add'l Info Shareholder Report  
    Summary Prospectus Prospectus & Supplements SAI & Supplements Annual
Report
Semi-Annual
Report
 
  PL Portfolio Optimization Conservative Fund Summary Prospectus Prospectus SAI Annual Report Semi-Annual Report  
  PL Portfolio Optimization Moderate-Conservative Fund Summary Prospectus Prospectus SAI Annual Report Semi-Annual Report  
  PL Portfolio Optimization Moderate Fund Summary Prospectus Prospectus SAI

Annual Report

Semi-Annual Report  
  PL Portfolio Optimization Moderate-Aggressive Fund Summary Prospectus Prospectus SAI Annual Report Semi-Annual Report  
  PL Portfolio Optimization Aggressive Fund Summary Prospectus Prospectus SAI Annual Report Semi-Annual Report  
PL Income Fund N/A Prospectus SAI Annual Report Semi-Annual Report   
PL Floating Rate Income Fund N/A Prospectus  New! SAI N/A Semi-Annual Report
PL Money Market Fund N/A Prospectus SAI Annual Report Semi-Annual Report  

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  Fixed Income Portfolios - Class P Shares  
  Fund Name Prospectus Statement Add'l Info Shareholder Report  
    Prospectus & Supplements SAI & Supplements Annual
Report
Semi-Annual
Report
 
  PL Floating Rate Loan Fund Prospectus SAI Annual Report Semi-Annual Report  
  PL Inflation Managed Fund Prospectus SAI Annual Report Semi-Annual Report  
PL Managed Bond Fund Prospectus SAI

Annual Report

Semi-Annual Report  
PL Short Duration Bond Fund Prospectus SAI Annual Report Semi-Annual Report  

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  U.S. Equity Portfolios - Class P Shares  
  Fund Name Prospectus Statement Add'l Info Shareholder Report  
    Prospectus & Supplements SAI & Supplements Annual
Report
Semi-Annual
Report
 
  PL Comstock Fund Prospectus SAI Annual Report Semi-Annual Report  
  PL Growth LT Fund Prospectus SAI Annual Report Semi-Annual Report  
  PL Large-Cap Growth Fund Prospectus SAI Annual Report Semi-Annual Report  
  PL Large-Cap Value Fund Prospectus SAI Annual Report Semi-Annual Report  
  PL Main Street® Core Fund Prospectus SAI Annual Report Semi-Annual Report  
  PL Mid-Cap Equity Fund Prospectus SAI Annual Report Semi-Annual Report  
  PL Mid-Cap Growth Fund Prospectus SAI Annual Report Semi-Annual Report  
  PL Small-Cap Growth Fund Prospectus SAI Annual Report Semi-Annual Report  
PL Small-Cap Value Fund Prospectus SAI Annual Report Semi-Annual Report  

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  Sector Portfolios - Class P Shares  
  Fund Name Prospectus Statement Add'l Info Shareholder Report  
    Prospectus & Supplements SAI & Supplements Annual
Report
Semi-Annual
Report
 
PL Real Estate Fund Prospectus SAI Annual Report Semi-Annual Report  

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  Non-U.S. Equity Portfolios - Class P Shares  
  Fund Name Prospectus Statement Add'l Info Shareholder Report  
    Prospectus & Supplements SAI & Supplements Annual
Report
Semi-Annual
Report
 
  PL Emerging Markets Fund Prospectus SAI Annual Report Semi-Annual Report  
  PL International Large-Cap Fund Prospectus SAI

Annual Report

Semi-Annual Report  
PL International Value Fund Prospectus SAI Annual Report Semi-Annual Report  

XBRL files (interactive data file) for all funds listed above (PDF / Excel)
XBRL files (interactive data file) for PL Floating Rate Income Fund (PDF / Excel)


PL High Income Fund, PL Short Duration Income Fund and PL Strategic Income Fund*

*Although the Funds are effective, the Funds are not currently offering shares to investors and are not available for sale at this time.

Holdings Reports & Other Fund Information

Holdings Reports

 

Other Fund Information

Investors should carefully consider an investment’s objectives, risks, charges, limitations, and expenses. This and other information about the funds are in the prospectuses which should be read carefully by clients before investing.