| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 11.84 | 0.12 | 11.72 |
| Stocks | 18.95 | 0.0 | 18.95 |
| Bonds | 41.11 | 0.0 | 41.11 |
| Other | 1.21 | 0.24 | 0.97 |
| Foreign Bonds | 20.3 | 10.24 | 10.06 |
| Foreign Stocks | 16.85 | 0.0 | 16.85 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.35 | 0.0 | 0.35 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Western Asset Core Bond IS | 39.75 |
| Legg Mason BW Global Opportunities Bd IS | 14.21 |
| Western Asset High Yield IS | 6.61 |
| iShares MSCI EAFE Index | 5.17 |
| Legg Mason Strategic Real Return IS | 5.01 |
| Vanguard REIT Index ETF | 5.01 |
| Legg Mason Batterymarch Intl Eq IS | 3.86 |
| ClearBridge International All Cap Opp IS | 3.85 |
| Royce Value Instl | 2.93 |
| iShares Russell 1000 Value Index | 2.29 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LMIMX |
|---|---|
| AAA | 56.74 |
| AA | 5.82 |
| A | 12.65 |
| BBB | 14.21 |
| BB | 3.04 |
| B | 5.46 |
| Below B | 4.26 |
| Other | -2.17 |
