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Select another PL Portfolio Optimization Fund Model:
PL Portfolio Optimization Model
Aggressive (Model E)
 
Asset Allocation

Cash0%
Bonds4
Domestic Stocks66
International Stocks30
 
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 Growth5%
AllianceBernsteinPL International Value14
ClearBridgePL Large-Cap Value8
JanusPL Growth LT11
LazardPL Mid-Cap Equity8
Loomis SaylesPL Large-Cap Growth2
MFSPL International Large-Cap10
NFJPL Small-Cap Value7
OppenheimerPL Main Street® Core12
OppenheimerPL Emerging Markets6
Van KampenPL Comstock10
Van KampenPL Real Estate5
Van KampenPL Mid-Cap Growth2
 
Investor Profile
You are an aggressive investor and can tolerate short-term market swings.
 
Investment Goal
Seeks high, long-term capital appreciation.
 
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, nonrate, diversification, REITs and REOCs, liquidity, and changes in inflation rate.

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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