QS Legg Mason Target Retirement 2020

Scorecard
3 / 5 Stars
Lipper
4 4 2 1 4
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 6.89 0.06 6.83
Stocks 32.94 0.0 32.94
Bonds 19.83 0.0 19.83
Other 1.18 0.17 1.02
Foreign Bonds 13.97 4.05 9.92
Foreign Stocks 29.2 0.0 29.2
Convertible 0.0 0.0 0.0
Preferred 0.27 0.0 0.27

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 18.87
Legg Mason BW Global Opportunities Bd IS 12.26
iShares MSCI EAFE 9.82
Legg Mason Batterymarch Intl Eq IS 7.36
ClearBridge International Value IS 7.32
iShares Russell 1000 Value 6.37
Vanguard REIT Index ETF 5.0
Legg Mason Strategic Real Return IS 4.92
Legg Mason BW Diversified Lg Cp Val IS 3.4
ClearBridge Aggressive Growth IS 3.4

Bond Ratings (%)

Updated 03.31.2014

Sector LMWAX
AAA 45.2
AA 13.77
A 19.35
BBB 17.33
BB 3.75
B 2.77
Below B 2.69
Other -4.86