Jennison Large Cap Blend Equity


Seeks long-term capital appreciation and outperformance of the S&P 500 Index* by investing in companies with greater earnings growth potential than the index at comparable valuations. There is no guarantee that these objectives will be achieved.

Portfolio Managers:

Michael Del Balso
Michael Del Balso
Warren Koontz, Jr.Koontz
Warren Koontz, Jr.
, CFA†

Asset allocation in a single managed account

Jennison's Large Cap Blend Equity invests in growth and value stocks in approximately equal proportions. The growth strategy seeks stocks with the potential for strong capital appreciation, superior absolute and relative earnings growth, and appropriate valuations in relation to expectations. Jennison's value strategy focuses on stocks that the managers believe are undervalued and contain catalysts that may unlock their true worth.

Portfolios kept in careful balance

By including both growth and value stocks, Jennison's Jennison Large Cap Blend Equity enables investors to achieve a level of asset allocation critical to long-term investment success. The Jennison Large Cap Blend Equity targets an equal allocation between growth and value holdings, but can go as low as 40% or as high as 60% in each style, depending on market conditions. The portfolio's allocation to growth and value is continually monitored and rebalancing decisions are made by the portfolio management team.

* The S&P 500 Index is a capital-weighted, unmanaged index that provides a broad indicator of stock price movements. An investment cannot be made directly in an index.
† Effective on or about 9/2/2014

0169947-00015-00 Ed. 01/2017