Moderate Portfolio
Investment Objective
The Moderate Portfolio's primary investment objective is to seek long-term capital appreciation. As a secondary objective and to the extent consistent with its primary investment objective, the Moderate Portfolio seeks current income.
Principal Investment Strategies
Under normal market conditions, the Moderate Portfolio will invest approximately 60% of its total assets in equity securities and approximately 40% of its total assets in fixed income securities. The Moderate Portfolio can invest up to 80% of its total assets in equity securities and up to 60% of its total assets in fixed income securities. Additionally, the Moderate Portfolio can invest up to 50% 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 | PMPAX | 704 223 692 | $250 | 1/4/10 |
| Class C | PWPCX | 704 223 650 | $250 | 1/4/10 |
| Institutional Class | PWPIX | 704 223 643 | $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™ Moderate Growth Portfolio documents.
For additional applications and forms, please go to the Documents & Forms Page.
