Conservative Portfolio
Investment Objective
The Conservative Portfolio's primary investment objective is to seek preservation of capital and current income. As a secondary objective and to the extent consistent with its primary investment objective, the Conservative Portfolio seeks capital appreciation.
Principal Investment Strategies
Under normal market conditions, the Conservative Portfolio will invest approximately 65% of its total assets in fixed income securities and cash and approximately 35% of its total assets in equity securities. The Conservative Portfolio can invest up to 100% of its total assets in fixed income securities and up to 50% of its total assets in equity securities. The Conservative Portfolio can invest up to 40% of its total assets in securities of non-U.S. issuers including investments in emerging markets.
Fact Sheet: Download most recent quarter-end performance (as of 12/31/11)
Fact Sheet: Download most recent month-end performance (as of 11/30/11)
Quarterly Manager Commentary (as of 9/30/11)
Holdings: Download most recent month-end holdings (as of 11/30/11)
Holdings: Download most recent quarter-end holdings (as of 12/31/11)
| Share Class |
Ticker Symbol |
CUSIP |
Minimum Initial Investment |
Inception |
| Class A | PWMAX | 704 223 684 | $250 | 1/4/10 |
| Class C | PWMCX | 704 223 676 | $250 | 1/4/10 |
| Institutional Class | PWMIX | 704 223 668 | $5,000,000 | 1/4/10 |
Emerging market investments do involve risk of capital loss from unfavorable fluctuations in currency values, differences in generally accepted accounting principals, economic or political instability in other nations or increased volatility and lower trading volume.
Below are important ESG Managers™ Conservative Growth Portfolio documents.
For additional applications and forms, please go to the Documents & Forms Page.
