Legg Mason Target Retirement 2040

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 2.1 0.08 2.03
Stocks 59.74 0.0 59.74
Bonds 2.77 0.0 2.77
Other 0.63 0.0 0.63
Foreign Bonds 5.47 0.65 4.82
Foreign Stocks 29.9 0.0 29.9
Convertible 0.0 0.0 0.0
Preferred 0.11 0.0 0.11

Updated 12.31.2013

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 12.31.2013

% Net Assets
iShares Russell 1000 Value 14.69
iShares MSCI EAFE 10.83
ClearBridge International Value IS 8.19
Legg Mason Batterymarch Intl Eq IS 8.17
ClearBridge Aggressive Growth IS 7.92
Legg Mason Batterymarch US Lg Cap Eq IS 7.91
ClearBridge Appreciation IS 7.88
Legg Mason BW Diversified Lg Cp Val IS 7.88
iShares Russell 1000 Growth 6.3
Vanguard REIT Index ETF 4.99

Bond Ratings (%)

Updated 12.31.2013

Sector LMYAX
AAA 23.07
AA 3.63
A 11.71
BBB 38.87
BB 14.59
B 5.2
Below B 6.19
Other -3.25