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PL Port Optimization Mod-Cnsrv 529 MT C (MOCBX)

On Feb 10: 10.07 USD  Up 0.05 (0.50%)  
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 PL PORTFOLIO OPTIMIZATION MODER Delayed quote dataEdit
Net Asset Value:10.07
Trade Time:Feb 10
Change:Up 0.05 (0.50%)
Prev Close:10.07
YTD Return*:20.98%
Net Assets*:4.07M
Yield*:4.28%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for MOCBX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:3 stars
Total Assets:4.07M
Category:Conservative Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:20.98%
5y Avg Return:3.17%
Rank in Category (ytd):261
% Rank in Category (ytd):40.85%
Beta (3y):0.82
Morningstar Risk Rating:Average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks current income and moderate growth of capital. The fund normally invests in underlying funds that invest in medium and high-quality fixed-income securities, money market instruments, equity securities of large and medium-sized U.S. and non-U.S. companies, and derivative instruments. The fund is nondiversified.
Fund Profile


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