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)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 9.92 0.67 9.24
Stocks 40.62 0.0 40.62
Bonds 31.6 0.0 31.6
Other 1.27 0.47 0.8
Foreign Bonds 13.25 7.06 6.18
Foreign Stocks 11.18 0.0 11.18
Convertible 0.0 0.0 0.0
Preferred 0.37 0.0 0.37

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

% Net Assets
Western Asset Core Plus Bond IS 24.06
Western Asset Total Return Uncons IS 12.34
Legg Mason Batterymarch US Lg Cap Eq IS 7.82
Legg Mason BW Diversified Lg Cp Val IS 7.45
ClearBridge Appreciation IS 7.22
Legg Mason Strategic Real Return IS 6.71
ClearBridge Aggressive Growth IS 6.64
Western Asset High Yield IS 5.89
ClearBridge International Value IS 4.58
ClearBridge Small Cap Growth IS 4.56

Bond Ratings (%)

Updated 12.31.2013

Sector SBBAX
AAA 43.22
AA 3.59
A 13.71
BBB 12.25
BB 8.85
B 9.6
Below B 6.58
Other 2.2

Conservative Allocations

Highest Returns (10-year)

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