| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
1
1
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.38 | 0.03 | 5.35 |
| Stocks | 60.32 | 0.0 | 60.32 |
| Bonds | 10.37 | 0.0 | 10.37 |
| Other | 1.45 | 0.09 | 1.36 |
| Foreign Bonds | 2.89 | 2.73 | 0.16 |
| Foreign Stocks | 22.28 | 0.0 | 22.28 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.16 | 0.0 | 0.16 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Legg Mason Batterymarch US Lg Cap Eq IS | 11.18 |
| Legg Mason BW Diversified Lg Cp Val IS | 11.08 |
| ClearBridge Appreciation IS | 11.04 |
| ClearBridge Aggressive Growth IS | 10.55 |
| ClearBridge International All Cap Opp IS | 9.67 |
| Legg Mason Batterymarch Intl Eq IS | 9.5 |
| ClearBridge Small Cap Growth IS | 7.33 |
| Royce Value Instl | 6.73 |
| Legg Mason Strategic Real Return IS | 6.45 |
| ClearBridge Mid Cap Core IS | 5.18 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | SCHAX |
|---|---|
| AAA | 52.74 |
| AA | 2.37 |
| A | 8.62 |
| BBB | 8.2 |
| BB | 6.77 |
| B | 10.77 |
| Below B | 7.26 |
| Other | 3.27 |
