| Scorecard |
|---|
|
1 / 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 | 7.56 | 0.07 | 7.49 |
| Stocks | 37.48 | 0.0 | 37.48 |
| Bonds | 15.26 | 0.0 | 15.26 |
| Other | 1.18 | 0.1 | 1.07 |
| Foreign Bonds | 12.21 | 3.45 | 8.76 |
| Foreign Stocks | 29.84 | 0.0 | 29.84 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.09 | 0.0 | 0.09 |
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 | 13.65 |
| Legg Mason BW Global Opportunities Bd IS | 13.15 |
| iShares MSCI EAFE Index | 9.89 |
| iShares Russell 1000 Value Index | 7.73 |
| ClearBridge International All Cap Opp IS | 7.41 |
| Legg Mason Batterymarch Intl Eq IS | 7.38 |
| Vanguard REIT Index ETF | 5.01 |
| Legg Mason Strategic Real Return IS | 4.99 |
| ClearBridge Aggressive Growth IS | 4.2 |
| ClearBridge Appreciation IS | 4.14 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LMXAX |
|---|---|
| AAA | 53.83 |
| AA | 7.0 |
| A | 13.38 |
| BBB | 19.08 |
| BB | 3.39 |
| B | 2.14 |
| Below B | 3.11 |
| Other | -1.94 |
