| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
2
2
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.17 | 0.09 | 6.08 |
| Stocks | 42.23 | 0.0 | 42.23 |
| Bonds | 10.93 | 0.0 | 10.93 |
| Other | 0.78 | 0.05 | 0.73 |
| Foreign Bonds | 12.82 | 2.68 | 10.15 |
| Foreign Stocks | 29.81 | 0.0 | 29.81 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.08 | 0.0 | 0.08 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Legg Mason BW Global Opportunities Bd IS | 12.46 |
| Western Asset Core Bond IS | 10.54 |
| iShares MSCI EAFE Index | 10.48 |
| iShares Russell 1000 Value Index | 9.44 |
| Legg Mason Batterymarch Intl Eq IS | 7.8 |
| ClearBridge International All Cap Opp IS | 7.76 |
| ClearBridge Aggressive Growth IS | 5.17 |
| Legg Mason Batterymarch US Lg Cap Eq IS | 5.07 |
| ClearBridge Appreciation IS | 5.07 |
| Legg Mason BW Diversified Lg Cp Val IS | 5.07 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LMVAX |
|---|---|
| AAA | 44.02 |
| AA | 7.07 |
| A | 13.9 |
| BBB | 23.61 |
| BB | 5.56 |
| B | 3.68 |
| Below B | 3.67 |
| Other | -1.51 |
