| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
2
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 8.73 | 0.12 | 8.62 |
| Stocks | 32.69 | 0.0 | 32.69 |
| Bonds | 20.87 | 0.0 | 20.87 |
| Other | 1.16 | 0.13 | 1.03 |
| Foreign Bonds | 13.31 | 5.05 | 8.26 |
| Foreign Stocks | 28.4 | 0.0 | 28.4 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.13 | 0.0 | 0.13 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Western Asset Core Bond IS | 19.95 |
| Legg Mason BW Global Opportunities Bd IS | 13.5 |
| iShares MSCI EAFE Index | 9.14 |
| ClearBridge International All Cap Opp IS | 6.9 |
| Legg Mason Batterymarch Intl Eq IS | 6.85 |
| iShares Russell 1000 Value Index | 6.32 |
| Vanguard REIT Index ETF | 5.01 |
| Legg Mason Strategic Real Return IS | 4.99 |
| ClearBridge Aggressive Growth IS | 3.45 |
| Legg Mason Batterymarch US Lg Cap Eq IS | 3.4 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LMWAX |
|---|---|
| AAA | 57.47 |
| AA | 6.82 |
| A | 13.47 |
| BBB | 16.78 |
| BB | 2.53 |
| B | 2.34 |
| Below B | 3.05 |
| Other | -2.46 |
