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QS Legg Mason Lifestyle Allocation 30% B (SBCBX)

13.84 0.00(0.00%) Sep 19
Prev Close:13.84
YTD Return*:5.51%
Net Assets*:151.64M
Yield*:1.39%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for SBCBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Western Asset Core Plus Bond IS40.05N/A
Western Asset Total Return Uncons IS14.57N/A
Western Asset High Yield IS9.02N/A
QS Legg Mason Strategic Real Return IS7.06N/A
QS Batterymarch Intl Eq IS5.02N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:151.64M
Category:Conservative Allocation
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:5.51%
5y Avg Return:8.73%
Rank in Category (ytd):40
% Rank in Category (ytd):5.49%
Beta (3y):0.68
Morningstar Risk Rating:3

Fund Summary

The investment seeks income as a primary objective and long-term growth of capital as a secondary objective. The fund is a fund of funds-it invests in other mutual funds. It is managed as an asset allocation program and allocates its assets primarily among Legg Mason-affiliated mutual funds. The fund seeks to maintain a Target Allocation (that is, its percentage allocation between equity-oriented funds and fixed income-oriented funds) of 30% in underlying funds that invest principally in equity securities and 70% in underlying funds that invest principally in fixed income securities. It is non-diversified. View More
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