QS Legg Mason Lifestyle Allocation 85%

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 5.92 0.04 5.89
Stocks 61.39 0.0 61.39
Bonds 9.35 0.0 9.35
Other 1.18 0.24 0.94
Foreign Bonds 2.62 2.14 0.48
Foreign Stocks 21.76 0.0 21.76
Convertible 0.0 0.0 0.0
Preferred 0.2 0.0 0.2

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

% Net Assets
Legg Mason Batterymarch US Lg Cap Eq IS 11.61
Legg Mason BW Diversified Lg Cp Val IS 11.2
ClearBridge Appreciation IS 10.84
ClearBridge Aggressive Growth IS 10.7
ClearBridge International Value IS 10.28
Legg Mason Batterymarch Intl Eq IS 9.71
Royce Value Instl 7.29
ClearBridge Small Cap Growth IS 7.12
Legg Mason Strategic Real Return IS 7.07
ClearBridge Mid Cap Core IS 5.12

Bond Ratings (%)

Updated 03.31.2014

Sector SCHAX
AAA 42.75
AA 1.66
A 8.36
BBB 10.19
BB 9.87
B 13.44
Below B 9.33
Other 4.38