| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
4
1
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.18 | 0.05 | 2.13 |
| Stocks | 61.41 | 0.0 | 61.41 |
| Bonds | 2.62 | 0.0 | 2.62 |
| Other | 0.61 | 0.02 | 0.59 |
| Foreign Bonds | 3.79 | 0.76 | 3.03 |
| Foreign Stocks | 30.17 | 0.0 | 30.17 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.03 | 0.0 | 0.03 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| iShares Russell 1000 Value Index | 14.4 |
| iShares MSCI EAFE Index | 9.8 |
| ClearBridge Aggressive Growth IS | 7.82 |
| Legg Mason Batterymarch US Lg Cap Eq IS | 7.74 |
| Legg Mason BW Diversified Lg Cp Val IS | 7.73 |
| ClearBridge Appreciation IS | 7.72 |
| Legg Mason Batterymarch Intl Eq IS | 7.32 |
| ClearBridge International All Cap Opp IS | 7.3 |
| iShares Russell 1000 Growth Index | 6.18 |
| Vanguard REIT Index ETF | 5.02 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LMJAX |
|---|---|
| AAA | 35.79 |
| AA | 2.82 |
| A | 11.97 |
| BBB | 30.73 |
| BB | 10.46 |
| B | 7.86 |
| Below B | 0.71 |
| Other | -0.35 |
