3 / 5 Stars
4 4 4 2 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#26 in Conservative Allocation
U.S. News evaluated 183 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 10.54 percent over the past year, 8.22 percent over the past three years, 14.71 percent over the past five years, and 5.24 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.0%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||14.7%|
|10 Years (Annualized)||5.2%|
The investment seeks balance of growth of capital and income. 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 (fixed income securities of all types). It is non-diversified.
Fees are Average compared to funds in the same category.
Legg Mason Lifestyle Allocation 50% has an expense ratio of 0.55 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.