QS Legg Mason Target Retirement 2015

Scorecard
1 / 5 Stars
Lipper
1 1 3 1 5
Zacks Investment Research
---
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 7.79 0.07 7.73
Stocks 29.82 0.0 29.82
Bonds 24.24 0.0 24.24
Other 1.58 0.0 1.58
Foreign Bonds 15.02 5.36 9.65
Foreign Stocks 26.72 0.0 26.72
Convertible 0.0 0.0 0.0
Preferred 0.26 0.0 0.26

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

% Net Assets
Western Asset Core Bond IS 23.17
Legg Mason BW Global Opportunities Bd IS 12.55
iShares MSCI EAFE 8.89
Legg Mason Batterymarch Intl Eq IS 6.65
ClearBridge International Value IS 6.62
iShares Russell 1000 Value 5.46
Vanguard REIT Index ETF 5.0
Legg Mason Strategic Real Return IS 4.92
Royce Value Instl 3.09
Legg Mason BW Diversified Lg Cp Val IS 2.91

Bond Ratings (%)

Updated 03.31.2014

Sector LMFAX
AAA 45.86
AA 12.64
A 18.66
BBB 16.95
BB 3.9
B 3.88
Below B 3.18
Other -5.08