QS Legg Mason Target Retirement 2030

Scorecard
2 / 5 Stars
Lipper
4 4 2 1 3
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 4.69 0.78 3.9
Stocks 41.89 0.0 41.89
Bonds 10.37 0.0 10.37
Other 1.25 0.0 1.24
Foreign Bonds 13.8 2.2 11.61
Foreign Stocks 30.8 0.0 30.8
Convertible 0.0 0.0 0.0
Preferred 0.18 0.0 0.18

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

% Net Assets
Legg Mason BW Global Opportunities Bd IS 12.43
iShares MSCI EAFE 11.12
Western Asset Core Bond IS 10.24
iShares Russell 1000 Value 9.38
Legg Mason Batterymarch Intl Eq IS 8.36
ClearBridge International Value IS 8.33
Vanguard REIT Index ETF 5.07
ClearBridge Aggressive Growth IS 5.05
Legg Mason BW Diversified Lg Cp Val IS 5.01
Legg Mason Batterymarch US Lg Cap Eq IS 5.0

Bond Ratings (%)

Updated 03.31.2014

Sector LMVAX
AAA 33.37
AA 15.2
A 19.82
BBB 22.28
BB 6.71
B 2.85
Below B 3.66
Other -3.9