Legg Mason Lifestyle Allocation 50%

Scorecard
3 / 5 Stars
Lipper
4 4 4 2 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C (Hold)

#17 in Conservative Allocation

U.S. News evaluated 190 Conservative 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 13.58 percent over the past year, 8.59 percent over the past three years, 17.03 percent over the past five years, and 5.47 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.1%
1 Year 13.6%
3 Years (Annualized) 8.6%
5 Years (Annualized) 17.0%
10 Years (Annualized) 5.5%

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Summary

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

Fees are Average compared to funds in the same category.
Legg Mason Lifestyle Allocation 50% has an expense ratio of 0.55 percent.

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Risk

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

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Conservative Allocations

Highest Returns (10-year)

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