2 / 5 Stars
4 4 2 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#60 in Moderate Allocation
U.S. News evaluated 233 Moderate 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 18.81 percent over the past year, 11.25 percent over the past three years, 14.61 percent over the past five years, and 6.04 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.5%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||14.6%|
|10 Years (Annualized)||6.0%|
The investment seeks long-term growth of capital. 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 70% in underlying funds that invest principally in equity securities and 30% 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 70% has an expense ratio of 0.54 percent.
Risk is High compared to funds in the same category according to Morningstar.