QS Legg Mason Lifestyle Allocation 85%

Scorecard
4 / 5 Stars
Lipper
5 5 1 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.32 percent over the past year, 12.95 percent over the past three years, 16.28 percent over the past five years, and 6.25 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.8%
1 Year 23.3%
3 Years (Annualized) 12.9%
5 Years (Annualized) 16.3%
10 Years (Annualized) 6.2%

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Summary

The investment seeks capital appreciation. The fund is a fund of funds-it invests in other mutual funds. It is managed as an asset allocation program and allocates its assets primarily among Legg Mason-affiliated mutual funds. The fund organizes its investments in underlying funds into two main asset classes: the stock class (equity securities of all types) and the fixed income class. It seeks to maintain a Target Allocation of 85% in underlying funds that invest principally in equity securities and 15% in underlying funds that invest principally in fixed income securities. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
QS Legg Mason Lifestyle Allocation 85% has an expense ratio of 0.33 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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