QS Legg Mason Target Retirement 2025

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 6.0 0.05 5.96
Stocks 37.31 0.0 37.31
Bonds 14.46 0.0 14.46
Other 1.14 0.17 0.97
Foreign Bonds 12.85 2.8 10.05
Foreign Stocks 31.01 0.0 31.01
Convertible 0.0 0.0 0.0
Preferred 0.24 0.0 0.24

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 13.16
Legg Mason BW Global Opportunities Bd IS 11.83
iShares MSCI EAFE 10.68
Legg Mason Batterymarch Intl Eq IS 8.02
ClearBridge International Value IS 7.87
iShares Russell 1000 Value 7.7
Vanguard REIT Index ETF 4.97
Legg Mason Strategic Real Return IS 4.91
ClearBridge Aggressive Growth IS 4.1
Legg Mason BW Diversified Lg Cp Val IS 4.1

Bond Ratings (%)

Updated 03.31.2014

Sector LMXAX
AAA 42.74
AA 14.65
A 19.44
BBB 18.37
BB 4.35
B 1.97
Below B 2.55
Other -4.08