3 / 5 Stars
4 4 4 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#34 in Conservative Allocation
U.S. News evaluated 187 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 15.12 percent over the past year, 9.50 percent over the past three years, 13.07 percent over the past five years, and 5.96 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.2%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||13.1%|
|10 Years (Annualized)||6.0%|
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 and the fixed income class. The fund seeks to maintain a Target Allocation of 50% in underlying funds that invest principally in equity securities and 50% in underlying funds that invest principally in fixed income securities. It is non-diversified.
Fees are Average compared to funds in the same category.
QS Legg Mason Lifestyle Allocation 50% has an expense ratio of 0.52 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.